diff --git a/locale/da/LC_MESSAGES/settings.po b/locale/da/LC_MESSAGES/settings.po deleted file mode 100644 index db18bcd6ab..0000000000 --- a/locale/da/LC_MESSAGES/settings.po +++ /dev/null @@ -1,198 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# peso , 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: peso , 2021\n" -"Language-Team: Danish (https://www.transifex.com/odoo/teams/41243/da/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: da\n" -"Plural-Forms: nplurals=2; plural=(n != 1);\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Opsætning" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" diff --git a/locale/de/LC_MESSAGES/settings.po b/locale/de/LC_MESSAGES/settings.po deleted file mode 100644 index d8702f399d..0000000000 --- a/locale/de/LC_MESSAGES/settings.po +++ /dev/null @@ -1,198 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# Martin Trigaux, 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: Martin Trigaux, 2021\n" -"Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: de\n" -"Plural-Forms: nplurals=2; plural=(n != 1);\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Einstellungen" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" diff --git a/locale/es/LC_MESSAGES/settings.po b/locale/es/LC_MESSAGES/settings.po deleted file mode 100644 index 99057ffc10..0000000000 --- a/locale/es/LC_MESSAGES/settings.po +++ /dev/null @@ -1,267 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# Martin Trigaux, 2021 -# Jesús Alan Ramos Rodríguez , 2021 -# Lina Maria Avendaño Carvajal , 2021 -# Pablo Rojas , 2021 -# Josep Anton Belchi Riera, 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: Josep Anton Belchi Riera, 2021\n" -"Language-Team: Spanish (https://www.transifex.com/odoo/teams/41243/es/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: es\n" -"Plural-Forms: nplurals=2; plural=(n != 1);\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Ajustes" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "Usuarios y Funcionalidades" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" -"Como administrador de tu base de datos, tu eres el responsable de su uso. " -"Esto incluye las Aplicaciones que instalas así como el número de usuarios " -"que se utilizan." - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" -"Odoo son muchas cosas (ERP, CMS, aplicación CRM, comercio electrónico, etc.)" -" pero *no* un smartphone. Debe tomar precauciones al añadir/eliminar " -"características (especialmente Aplicaciones) en tu base de datos debido a " -"que esto puede impactar en el monto de la suscripción siginficativamente (o " -"cambiarte de una cuenta gratuita a una de paga en plataforma en línea)." - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" -"Esta página contiene alguna información sobre como gestionar sus instancias " -"Odoo. Antes de llevar a cabo alguno de estos procedimientos recomendamos " -"**firmemente** probarlos primero en un duplicado de su base de datos. De " -"esta forma, si algo va mal, no tendrá impacto en el día a día de su negocio." -" " - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" -"Puede encontrar guias sobre como duplicar sus bases de datos tanto para " -"instalaciones :ref:`online ` y :ref:`on premise " -"`." - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" -"Si tienes preguntas sobre el contenido de esta página o si encuentras un " -"problema al realizar estos procesos, por favor contactanos por el " -"`formulario de soporte `__." - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "Desactivar Usuarios" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" -"Asegúrese que tiene los suficientes **permisos administrativos** si quieres " -"cambiar el estatus de cualquiera de tus usuarios." - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" -"Haga click en **Ajustes** en su instancia Odoo. Verá un apartado con los " -"usuarios activos en su base de datos. Haga click en **Administrar " -"usuarios**." - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "|ajustes|" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "|buscar_usuarios|" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "Luego verá la lista de sus usuarios." - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" -"El filtro pre-seleccionado *Usuarios Internos* muestra sus usuarios " -"pagadores (diferentes del *Portal de Usuarios* los cuales son gratis). Si " -"remueve este filtro, obtendrá todos sus usuarios (de los que paga y los del " -"portal)" - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" -"En la lista de usuarios, haga click en el usuario que quiera desactivar. " -"Cuando esté en el formulario, haga click en el desplegable Acción y haga " -"click en Archivar" - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "El usuario ahora esta desactivado." - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "**Nunca** desactive al usuario principal (*admin*)" - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "Desinstalar Aplicaciones" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" -"Asegúrese de que primero prueba lo que va a hacer en un :ref:`duplicado " -"` de su base de datos antes de hacer ningún cambio " -"(*especialmente* instalar/desinstalar aplicaciones)." - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" -"En su instancia de Odoo de clic en **Ajustes**; en esta aplicación, podrá " -"ver cuántas aplicaciones ha instalado. De clic en **Buscar Aplicaciones** " -"para acceder a la lista de sus aplicaciones instaladas." - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "|buscar_aplicaciones|" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" -"En su tablero de aplicaciones, verá todos los ícones de sus aplicaciones. De" -" clic en la aplicación que quiere desinstalar. Luego, en el formulario de la" -" aplicación, de clic en **Desinstalar**." - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" -"Algunas aplicaciones tienen dependencias, como facturación, comercio " -"electrónico, etc. Por lo tanto, el sistema le dará un mensaje de alerta para" -" advertirle de lo que esta a punto de ser removido. Si desinstala su " -"aplicación, todas sus dependencias también serán desinstaladas (y la " -"información en ellas desaparecerá permanentemente). Si esta seguro que igual" -" quiere desinstalarla, de clic en **Confirmar**." - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" -"Por último, después de haber revisado el mensaje de alerta (si hay), de clic" -" en **Confirmar**" - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "Ha terminado de desinstalar su aplicación." - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "Bueno saber" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" -"**Desinstalar aplicaciones, administrar usuarios, etc. es su decisión**: " -"nadie mejor que Ud. puede saber si el flujo de su negocio esta roto. Si " -"nosotros desinstalaramos aplicaciones por Ud, nunca podríamos decir si " -"información importante ha sido removida o si uno de los flujos de su negocio" -" se rompió porque nosotros *no sabemos como Ud. trabaja* y por lo tanto, no " -"podemos validar estos tipos de operaciones." - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" -"**Las aplicaciones de Odoo tienen dependencias**: esto significa que puede " -"necesitar instalar módulos que no usa activamente para acceder a algunas " -"funciones de Odoo que podría necesitar. Por ejemplo, se requiere de la " -"aplicación Constructor de Página Web para poder mostrar a su cliente sus " -"Cotizaciones en una página web. Aún así podría no necesitar o usar la Página" -" Web en si misma, si es necesaria para la función de Cotizaciones En Línea " -"para trabajar apropiadamente." - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" -"**Siempre pruebe la instalación/eliminación de aplicaciones en un " -"duplicado** (o en una base de datos de prueba gratis): de esta forma puede " -"saber que otras aplicaciones pueden ser requeridas, etc. Esto evitará " -"sorpresas cuando desinstale o cuando reciba sus facturas." diff --git a/locale/es_419/LC_MESSAGES/settings.po b/locale/es_419/LC_MESSAGES/settings.po deleted file mode 100644 index e9352f7417..0000000000 --- a/locale/es_419/LC_MESSAGES/settings.po +++ /dev/null @@ -1,265 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# Patricia Gutiérrez Capetillo , 2023 -# Braulio D. López Vázquez , 2023 -# Lucia Pacheco, 2023 -# Fernanda Alvarez, 2023 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2023-11-08 08:57+0000\n" -"Last-Translator: Fernanda Alvarez, 2023\n" -"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: es_419\n" -"Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Ajustes" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "Usuarios y funciones" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" -"Como administrador de su base de datos, usted es responsable de su uso. Esto" -" incluye las Aplicaciones que instala así como el número actual de usuarios " -"en uso." - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" -"Odoo puede ser muchas cosas (ERP, CMS, una aplicación CRM, backend para " -"comercio electrónico, etc.) pero *no* es un teléfono inteligente. Debe tener" -" ciertas precauciones al agregar o eliminar funciones (en especial " -"Aplicaciones) a su base de datos, ya que esto puede afectar el monto de la " -"suscripción de forma considerable (o cambiar su cuenta gratuita por una de " -"paga en nuestra plataforma en línea)." - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" -"Esta página incluye información sobre cómo gestionar sus instancias de Odoo." -" Antes de realizar alguno de estos procedimientos le recomendamos " -"**encarecidamente** que primero los pruebe en un duplicado de su base de " -"datos. De esta forma, si ocurre algún error, no afectará las actividades " -"diarias de su negocio." - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" -"Puede encontrar guías sobre cómo duplicar sus bases de datos en " -"instalaciones :ref:`en línea ` y :ref:`locales " -"`." - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" -"Si tiene dudas sobre el contenido de esta página o si ocurre algún error al " -"realizar estos procesos, no dude en contactarnos a través del `formulario de" -" soporte `__." - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "Desactivar usuarios" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" -"Asegúrese de que tiene los **permisos administrativos** necesarios si desea " -"cambiar el estado de cualquiera de sus usuarios." - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" -"Haga clic en **Ajustes** en su instancia de Odoo. Verá una sección con los " -"usuarios activos en su base de datos. Haga clic en **Administrar usuarios**." - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "|settings|" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "|browse_users|" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "Verá la lista de sus usuarios." - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" -"El filtro preseleccionado *Usuarios internos* muestra sus usuarios de pago " -"(a diferencia de los *usuarios del portal* que hacen uso gratuito). Si " -"elimina este filtro, verá todos los usuarios (los de pago y los del portal)." - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" -"En su lista de usuarios, haga clic en el usuario que desea desactivar. " -"Cuando esté en el formulario del usuario, haga clic en el menú desplegable " -"de Acción y luego en Archivar." - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "El usuario ahora está desactivado." - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "**Nunca** desactive al usuario principal (*admin*)." - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "Desinstalar aplicaciones" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" -"Asegúrese de probar lo que hará en un :ref:`duplicado ` de" -" su base de datos antes de realizar cualquier cambio (*sobre todo* si " -"instalará o desinstalará aplicaciones)." - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" -"Haga clic en **Ajustes** en su instancia de Odoo. En esta aplicación podrá " -"ver cuántas aplicaciones ha instalado, haga clic en **Buscar aplicaciones** " -"para acceder a la lista de sus aplicaciones instaladas." - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "|browse_apps|" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" -"Verá todos los iconos de sus aplicaciones en el tablero correspondiente. " -"Haga clic en la aplicación que desea desinstalar y luego, en el formulario " -"de la aplicación, haga clic en **Desinstalar**." - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" -"Algunas aplicaciones tienen dependencias, como Facturación, Comercio " -"electrónico, etc. Por lo tanto, el sistema enviará un mensaje de alerta para" -" advertirle lo que esta a punto de eliminar. Si desinstala una aplicación, " -"también desinstalará todas sus dependencias (y la información en ellas " -"desaparecerá de forma permanente). Si aún así está seguro de querer " -"desinstalarla, haga clic en **Confirmar**." - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" -"Por último, después de haber revisado el mensaje de alerta (si hay), haga " -"clic en **Confirmar**." - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "Terminó de desinstalar su aplicación." - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "Información importante" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" -"**Desinstalar aplicaciones, administrar usuarios, etc. es su decisión**: " -"solo usted puede saber si hay un problema en un flujo de su negocio. Si " -"nosotros desinstaláramos aplicaciones por usted, no podríamos saber si " -"eliminamos información importante o si hay un problema en uno de los flujos " -"de su negocio, pues nosotros *no sabemos como trabaja* y no podemos validar " -"estas operaciones." - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" -"**Las aplicaciones de Odoo tienen dependencias**: esto significa que es " -"posible que deba instalar módulos que no usa de forma activa para acceder a " -"algunas funciones de Odoo que podría necesitar. Por ejemplo, necesita la " -"aplicación Creador de sitios web para que sus clientes puedan visualizar sus" -" cotizaciones en un sitio web. Aunque no necesite ni utilice el sitio web en" -" sí, es necesario para que la función de cotizaciones en línea funcione de " -"forma correcta." - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" -"**Siempre pruebe la instalación o eliminación de una aplicación en un " -"duplicado** o en una base de datos de prueba gratuita, así sabrá qué otras " -"aplicaciones son necesarias y evitará sorpresas desagradables al " -"desinstalarlas o al recibir sus facturas." diff --git a/locale/fr/LC_MESSAGES/settings.po b/locale/fr/LC_MESSAGES/settings.po deleted file mode 100644 index cbfcf048be..0000000000 --- a/locale/fr/LC_MESSAGES/settings.po +++ /dev/null @@ -1,272 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# Martin Trigaux, 2021 -# Jérôme Tanché , 2021 -# Fernanda Marques , 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: Fernanda Marques , 2021\n" -"Language-Team: French (https://www.transifex.com/odoo/teams/41243/fr/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: fr\n" -"Plural-Forms: nplurals=2; plural=(n > 1);\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Configuration" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "Utilisateurs et fonctionnalités" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" -"En tant qu'administrateur de votre base de données, vous êtes responsable de" -" son utilisation. Cela inclut les Applications que vous installez, ainsi que" -" le nombre d'utilisateurs qui les utilisent." - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" -"Odoo est beaucoup de choses (ERP, CMS, CRM application, site de " -"eCommerce,etc...) mais ce n'est *pas* un smartphone. Vous devez faire preuve" -" de prudence lorsque vous ajouter/supprimez des fonctionnalités (en " -"particulier les applications) à votre base de données, car cela pourrait " -"influer sur le montant de votre abonnement de manière significative (ou vous" -" faire passer d'un compte gratuit à un payant sur notre plate-forme en " -"ligne)." - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" -"Cette page contient quelques informations sur la façon de gérer votre " -"instance Odoo. Avant d'appliquer ces procédures nous vous recommandons " -"**fortement** des les tester d'abord sur un double de votre base de données." -" De cette façon, si quelque chose se passe mal, votre activité quotidienne " -"n'en sera pas affectée." - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" -"Vous pouvez trouver des instruction sur la manière de dupliquer vos bases de" -" données à la fois pour les installations :ref:`en ligne `" -" et :ref:`sur site `." - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" -"Si vous avez des questions sur le contenu de cette page ou si vous " -"rencontrez un problème lors de l'exécution de ces procédures, contactez-nous" -" via notre `formulaire d'assistance `__." - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "Désactivation d'Utilisateurs" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" -"Assurez-vous que vous disposez des **permissions** suffisantes si vous " -"voulez changer le statut de l'un de vos utilisateurs." - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" -"Sur votre instance Odoo, cliquez sur **Paramètres**. Vous verrez apparaître " -"une section reprenant les utilisateurs actifs de votre base de données. " -"Cliquez sur **Gérer les utilisateurs.**" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "|settings|" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "|browse_users|" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "Vous verrez alors la liste de vos utilisateurs." - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" -"Le filtre pré-sélectionné *Utilisateurs Internes* montre vos utilisateurs " -"payants (pas les *Utilisateurs du Portail* qui sont gratuits). Si vous " -"supprimez ce filtre, vous obtiendrez tous les utilisateurs (les payants et " -"ceux du portail)" - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" -"Dans votre liste d'utilisateurs cliquez sur l'utilisateur que vous souhaitez" -" désactiver. Une fois sur le formulaire utilisateur, cliquez sur le menu de " -"la liste déroulante Action, puis cliquez sur Archiver." - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "L'utilisateur est maintenant désactivé." - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "Ne désactivez **jamais** l'utilisateur principal (*admin*)" - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "Désinstallation d'Applications" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" -"Assurez-vous d'abord de tester ce que vous allez faire sur une " -":ref:`duplication` ` de votre base de données avant de " -"faire des modifications (*surtout* l'installation/désinstallation " -"d'applications)." - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" -"Dans votre instance Odoo cliquez sur **Configuration**; dans ce module, vous" -" verrez le nombre d'applications que vous avez installées. Cliquez sur " -"**Parcourir les applications** pour accéder à la liste des applications." - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "|browse_apps|" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" -"Dans le tableau de bord de vos applications, vous verrez toutes les icônes " -"de vos applications. Cliquez sur l'application que vous souhaitez " -"désinstaller. Puis, sur la fiche de l'application, cliquez sur " -"**Désinstaller**." - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" -"Certaines applications ont des dépendances, comme Facturation, eCommerce, " -"etc... Par conséquent, le système vous avertira pour vous informer de ce qui" -" est sur le point d'être retiré. Si vous désinstallez votre application, " -"toutes ses dépendances seront également désinstallées (et les données " -"qu'elles contiennent vont disparaître également de façon irréversible). Si " -"vous êtes sûr que vous voulez toujours la désinstaller, alors cliquez sur " -"**Confirmer**." - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" -"Enfin, après avoir vérifié le message d'avertissement (le cas échéant), " -"cliquez sur **Confirmer**." - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "Vous avez terminé la désinstallation de votre application." - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "Bon à savoir" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" -"**Désinstaller des applications, gérer les utilisateurs, etc... c'est à vous" -" de le faire**: personne mieux que vous ne peut savoir si les activités de " -"votre entreprise sont interrompues. Si nous devions désinstaller des " -"applications pour vous, nous ne serions jamais en mesure de dire si des " -"données pertinentes ont été supprimées ou si l'une de vos activités a été " -"interrompue, parce que nous *ne savons pas comment vous travaillez* et ne " -"pouvons donc pas valider ce types d'opérations." - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" -"**Les Applications Odoo ont des dépendances** : cela signifie que vous " -"devrez peut-être installer des modules que vous n'utilisez pas activement " -"pour accéder à certaines fonctionnalités d'Odoo dont vous avez besoin. Par " -"exemple, l'application Construction de site web est requise pour pouvoir " -"montrer à vos clients des devis sur une page internet. Même si vous n'avez " -"pas besoin du site Web lui-même, il est requis pour que la fonctionnalité " -"Offres en ligne fonctionne correctement." - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" -"**Tester toujours l'installation/la suppression d'application sur une " -"copie** (ou sur une base de données d'essai gratuit) : de cette façon, vous " -"pouvez savoir quelles autres applications peuvent être nécessaires, etc... " -"Cela évitera des surprises lors de la désinstallation ou lors de la " -"réception de vos factures d'abonnement." diff --git a/locale/nl/LC_MESSAGES/settings.po b/locale/nl/LC_MESSAGES/settings.po deleted file mode 100644 index 8ae5d3fc7d..0000000000 --- a/locale/nl/LC_MESSAGES/settings.po +++ /dev/null @@ -1,212 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# Martin Trigaux, 2021 -# Yenthe Van Ginneken , 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: Yenthe Van Ginneken , 2021\n" -"Language-Team: Dutch (https://www.transifex.com/odoo/teams/41243/nl/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: nl\n" -"Plural-Forms: nplurals=2; plural=(n != 1);\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Instellingen" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "Gebruikers en mogelijkheden" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" -"Als administrator van uw database bent u verantwoordelijk voor het gebruik. " -"Dit omvat ook de apps die u installeert en het aantal gebruikers dat " -"momenteel in gebruik is." - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" -"U kan handleidingen vinden over hoe uw database te dupliceren voor beide " -":ref:`online ` en :ref:`lokale ` " -"installaties." - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "Gebruikers deactiveren" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" -"Verzeker u er van dat u genoeg **administratieve rechten** hebt indien u de " -"status van eender welke gebruiker wilt wijzigen." - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "|settings|" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "|browse_users|" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "U ziet vervolgens de lijst van uw gebruikers." - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "De gebruiker is nu gedeactiveerd." - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "Deactiveer **nooit** de hoofdgebruiker (*admin*)" - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "Apps deïnstalleren" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" -"Klik in uw Odoo instantie op **Instellingen**. In deze app kan u zien " -"hoeveel applicaties u geïnstalleerd hebt. Klik op **Doorzoek apps** om de " -"lijst van geïnstalleerde apps te bekijken." - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "|browse_apps|" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" -"Klik als laatste, na het controleren van de waarschuwing (indien er een is)," -" op **Bevestigen**." - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "U bent klaar met het verwijderen van uw applicatie." - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "Goed om te weten" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" diff --git a/locale/pt_BR/LC_MESSAGES/settings.po b/locale/pt_BR/LC_MESSAGES/settings.po deleted file mode 100644 index df283f45d0..0000000000 --- a/locale/pt_BR/LC_MESSAGES/settings.po +++ /dev/null @@ -1,259 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# Luis Felipe Miléo , 2021 -# Éder Brito , 2021 -# lluisgustavoreis , 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: lluisgustavoreis , 2021\n" -"Language-Team: Portuguese (Brazil) (https://www.transifex.com/odoo/teams/41243/pt_BR/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: pt_BR\n" -"Plural-Forms: nplurals=2; plural=(n > 1);\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Definições" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "Usuários e Recursos" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" -"Como administrador de seu banco de dados, você é responsável por seu uso. " -"Isso inclui os aplicativos que você instala, bem como o número de usuários " -"atualmente em uso." - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" -"O Odoo é muitas coisas (ERP, CMS, aplicativo de CRM, back-end de comércio " -"eletrônico, etc.), mas * não * é um smartphone. Você deve ter cuidado ao " -"adicionar / remover recursos (especialmente aplicativos) em seu banco de " -"dados, pois isso pode afetar o valor da sua assinatura significativamente " -"(ou mudar você de uma conta gratuita para uma paga em nossa plataforma " -"online)." - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" -"Esta página contém algumas informações sobre como você pode gerenciar suas " -"instâncias do Odoo. Antes de realizar qualquer um desses procedimentos, " -"recomendamos ** vivamente ** que os teste primeiro em uma duplicata do seu " -"banco de dados. Dessa forma, se algo der errado, seu negócio do dia-a-dia " -"não será impactado." - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" -"Você pode encontrar guias sobre como duplicar seus bancos de dados para " -"instalações: ref: `online ` e: ref: `on premise " -"`." - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" -"Se você tiver dúvidas sobre o conteúdo desta página ou se encontrar algum " -"problema ao realizar esses procedimentos, entre em contato conosco através " -"do nosso `formulário de suporte ` __." - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "Desativando usuários" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" -"Certifique-se de ter ** direitos administrativos ** suficientes se quiser " -"alterar o status de qualquer um de seus usuários." - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "|configurações|" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "|browse_users|" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "Você verá então a lista de seus usuários." - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" -"O filtro pré-selecionado * Usuários internos * mostra seus usuários pagantes" -" (diferente dos * Usuários do portal * que são gratuitos). Se você remover " -"este filtro, obterá todos os seus usuários (aqueles pelos quais você paga e " -"os do portal)" - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "O usuário agora está desativado." - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "** Nunca ** desative o usuário principal (* admin *)" - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "Desinstalando aplicativos" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" -"Certifique-se de primeiro testar o que você está prestes a fazer em um " -":ref:`duplicate ` do seu banco de dados antes de fazer " -"quaisquer alterações (*especialmente* instalar/desinstalar aplicativos)." - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" -"Em sua instância do Odoo, clique em ** Configurações **; neste aplicativo, " -"você poderá ver quantos aplicativos instalou. Clique em ** Procurar Apps ** " -"para acessar a lista de seus aplicativos instalados." - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "|browse_apps|" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" -"No painel de seus aplicativos, você verá todos os ícones de seus " -"aplicativos. Clique no aplicativo que deseja desinstalar. Em seguida, no " -"formulário do aplicativo, clique em ** Desinstalar **." - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" -"Alguns aplicativos possuem dependências, como Faturamento, eCommerce, etc. " -"Portanto, o sistema lhe dará uma mensagem de alerta para avisá-lo do que " -"está para ser removido. Se você desinstalar seu aplicativo, todas as suas " -"dependências serão desinstaladas também (e os dados nelas desaparecerão " -"permanentemente). Se você tiver certeza de que deseja desinstalá-lo, clique " -"em ** Confirmar **." - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" -"Por último, após verificar a mensagem de aviso (se houver), clique em ** " -"Confirmar **." - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "Você terminou de desinstalar seu aplicativo." - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "Bom saber" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" -"** Desinstalar aplicativos, gerenciar usuários, etc. depende de você **: " -"ninguém mais pode saber se o seu fluxo de negócios está quebrado melhor do " -"que você. Se tivéssemos de desinstalar os aplicativos para você, nunca " -"poderíamos saber se dados relevantes foram removidos ou se um de seus fluxos" -" de negócios foi interrompido porque * não sabemos como você trabalha * e, " -"portanto, não podemos validar esses tipos de operações." - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" -"** Odoo Apps tem dependências **: isso significa que você pode precisar " -"instalar módulos que não usa ativamente para acessar alguns recursos do Odoo" -" de que pode precisar. Por exemplo, o aplicativo Website é necessário para " -"mostrar ao seu cliente suas cotações em uma página da web. Mesmo que você " -"não precise ou use o próprio site, ele é necessário para que o recurso de " -"cotações online funcione corretamente." - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" -"** Sempre teste a instalação / remoção do aplicativo em uma duplicata ** (ou" -" em um banco de dados de teste gratuito): dessa forma, você pode saber quais" -" outros aplicativos podem ser necessários, etc. Isso evitará surpresas ao " -"desinstalar ou ao receber suas faturas." diff --git a/locale/ru/LC_MESSAGES/settings.po b/locale/ru/LC_MESSAGES/settings.po deleted file mode 100644 index 662ae71009..0000000000 --- a/locale/ru/LC_MESSAGES/settings.po +++ /dev/null @@ -1,266 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# Martin Trigaux, 2021 -# Ivan Yelizariev // IEL , 2021 -# Ekaterina , 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: Ekaterina , 2021\n" -"Language-Team: Russian (https://www.transifex.com/odoo/teams/41243/ru/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: ru\n" -"Plural-Forms: nplurals=4; plural=(n%10==1 && n%100!=11 ? 0 : n%10>=2 && n%10<=4 && (n%100<12 || n%100>14) ? 1 : n%10==0 || (n%10>=5 && n%10<=9) || (n%100>=11 && n%100<=14)? 2 : 3);\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Настройки" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "Пользователи и приложения" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" -"Как администратор вашей базы данных, вы несете ответственность за ее " -"использование. Она включает приложения, которые вы устанавливаете, а также " -"количество пользователей, которые сейчас пользуются системой." - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" -"В Odoo есть много вещей (ERP, CMS, приложение CRM, бэкенд электронной " -"коммерции и т.д.), но это не смартфон. Вы должны быть осторожными при " -"добавлении / удалении функций (особенно приложений) в вашей базе данных, это" -" может существенно повлиять на сумму вашей подписки (или вы можете " -"переключиться с бесплатной версии на платную на онлайн-платформе Odoo)." - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" -"Эта страница содержит некоторую информацию о том, как можно управлять " -"версиями Odoo. Прежде чем выполнять любую из этих действий, ** настоятельно " -"** советуем сначала протестировать их на копии вашей базы данных. Таким " -"образом, если что-то пойдет не так, на ваш ежедневный бизнес ничего не " -"влияет." - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" -"Вы можете найти справочники о том, как дублировать свои базы данных как. : " -"Ref: `онлайн `Так и: ref:` на вашем хостинге " -" ." - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" -"Если у вас возникли вопросы по содержанию этой страницы или возникли " -"проблемы при выполнении этих действий, свяжитесь с нами по нашей `формы " -"поддержки `__." - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "отключение пользователей" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" -"Убедитесь, что у вас есть достаточно ** административных прав **, если вы " -"хотите изменить статус любого из ваших пользователей." - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" -"В вашей версии Odoo нажмите ** Настройка **. У вас будет секция, которая " -"будет показывать вам активных пользователей вашей базы данных. Нажмите ** " -"Управлять пользователями. **" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "|настройки|" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "|browse_users|" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "После этого вы увидите список пользователей." - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" -"Заранее выбранный фильтр Внутренние пользователи * покажет ваших платных " -"пользователей (отличных от * Пользователей портала *, которые являются " -"бесплатными). Если вы удалите этот фильтр, вы получите всех своих " -"пользователей (тех, кого вы оплачиваете, а также портальные)." - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" -"В вашем списке пользователей нажмите на пользователя, якаого вы хотите " -"отключить. Как только вы будете на форме пользователя, нажмите на выпадающее" -" меню действий и нажмите Архивировать." - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "Пользователя деактивирована." - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "" -"** Никогда ** Не отключайте главного пользователя (** администратора **)." - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "удаление приложений" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" -"Для дополнительной (особенно установка / удаление приложений), сначала " -"проверьте, что вы собираетесь делать на: ref: `тестовой " -"`Базе данных." - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" -"В своей версии Odoo нажмите ** Настройка **, в этом приложении вы сможете " -"увидеть, сколько программ было установлено. Нажмите ** Посмотреть приложения" -" **, чтобы получить доступ к списку установленных программ." - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "|browse_apps|" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" -"На панели приборов приложений вы увидите все значки ваших модулей. Нажмите " -"программу, которую вы хотите удалить. Затем, по форме приложения нажмите " -"кнопку ** Удалить **." - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" -"Некоторые программы имеют зависимости, такие как выставление счетов, " -"электронная коммерция и др. Таким образом, система предупредит вас, что вы " -"собираетесь удалить. Если вы деинсталлируете вашу программу, все ее " -"зависимости будет также удаленно (и данные в них навсегда исчезнут). Если вы" -" уверены, что все равно хотите удалить приложение, нажмите кнопку ** " -"Подтвердить **." - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" -"Наконец, после проверки предупреждения (если оно есть), нажмите кнопку ** " -"Подтвердить **." - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "Вы завершили удаление вашего модуля." - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "стоит знать" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" -"** Удаление приложений, управления пользователями и т.д. зависит от вас **: " -"никто не знает лучше вас, ваш бизнес-процесс сломан. Если мы хотели бы " -"деинсталлировать приложения для вас, мы никогда не сможем определить, были " -"удалены релевантные данные или если один из ваших бизнес-процессов был " -"сломан, поскольку мы не знаем, как вы работаете, и поэтому не можем " -"проверить такие операции." - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" -"** Приложения Odoo имеют зависимости **: это означает, что вам может " -"понадобиться установить модули, которые вы не используете для доступа к " -"некоторым функциям Odoo, которые вам могут понадобиться. Например, " -"приложение Website Builder нужен, чтобы показать своему клиенту свои " -"коммерческие предложения на веб-странице. Несмотря на то, вам может не " -"потребоваться использование самого Веб-сайта, это необходимо, чтобы функция " -"коммерческих предложений онлайн работала должным образом." - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" -"** Всегда проверяйте установка / удаление приложения на тестовой базе ** " -"(или на базе бесплатной пробной версии): таким образом вы можете узнать, " -"какие другие программы могут понадобиться. Это поможет избежать " -"неожиданностей при удалении или при получении счетов-фактур." diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index b2a9ede17b..e187b0363a 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: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" diff --git a/locale/sources/applications.pot b/locale/sources/applications.pot index 36b23b5c8a..86ee0dce10 100644 --- a/locale/sources/applications.pot +++ b/locale/sources/applications.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 17.0\n" +"Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-11-08 08:46+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" diff --git a/locale/sources/essentials.pot b/locale/sources/essentials.pot index 8fcbd03fbb..388d7ed1e7 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: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -598,159 +598,159 @@ msgstr "" msgid "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down menu." msgstr "" -#: ../../content/applications/essentials/contacts.rst:122 +#: ../../content/applications/essentials/contacts.rst:124 msgid "Sales section" msgstr "" -#: ../../content/applications/essentials/contacts.rst:124 +#: ../../content/applications/essentials/contacts.rst:126 msgid "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be assigned to a contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection." msgstr "" -#: ../../content/applications/essentials/contacts.rst:128 +#: ../../content/applications/essentials/contacts.rst:130 msgid "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed. Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down menu to choose the appropriate :guilabel:`Pricelist`." msgstr "" -#: ../../content/applications/essentials/contacts.rst:133 +#: ../../content/applications/essentials/contacts.rst:135 msgid "Click into the :guilabel:`Delivery Method` field to select an option from the drop-down menu." msgstr "" -#: ../../content/applications/essentials/contacts.rst:136 +#: ../../content/applications/essentials/contacts.rst:138 msgid "Point Of Sale section" msgstr "" -#: ../../content/applications/essentials/contacts.rst:138 +#: ../../content/applications/essentials/contacts.rst:140 msgid "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to identify the contact. Use the :guilabel:`Loyalty Points` field to track points the user won as part of a *Loyalty Program*." msgstr "" -#: ../../content/applications/essentials/contacts.rst:143 +#: ../../content/applications/essentials/contacts.rst:145 msgid "Purchase section" msgstr "" -#: ../../content/applications/essentials/contacts.rst:145 +#: ../../content/applications/essentials/contacts.rst:147 msgid "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well." msgstr "" -#: ../../content/applications/essentials/contacts.rst:149 +#: ../../content/applications/essentials/contacts.rst:151 msgid "Misc section" msgstr "" -#: ../../content/applications/essentials/contacts.rst:151 +#: ../../content/applications/essentials/contacts.rst:153 msgid "Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add any additional information for this contact. If this contact should only be accessible for one company in a multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if working on a database with multiple websites). Select one or more :guilabel:`Website Tags` to assist in filtering published customers on the `/customers` website page. Select an :guilabel:`Industry` for this contact from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a *Helpdesk* SLA policy to this contact." msgstr "" -#: ../../content/applications/essentials/contacts.rst:161 +#: ../../content/applications/essentials/contacts.rst:163 msgid "Accounting tab" msgstr "" -#: ../../content/applications/essentials/contacts.rst:163 +#: ../../content/applications/essentials/contacts.rst:165 msgid "The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`." msgstr "" -#: ../../content/applications/essentials/contacts.rst:166 +#: ../../content/applications/essentials/contacts.rst:168 msgid "Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field to enter a Legal Entity Identifier, if necessary." msgstr "" -#: ../../content/applications/essentials/contacts.rst:170 +#: ../../content/applications/essentials/contacts.rst:172 msgid "Internal Notes tab" msgstr "" -#: ../../content/applications/essentials/contacts.rst:172 +#: ../../content/applications/essentials/contacts.rst:174 msgid "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be left on this contact form, just like on the contact form noted above." msgstr "" -#: ../../content/applications/essentials/contacts.rst:176 +#: ../../content/applications/essentials/contacts.rst:178 msgid "Partner Assignment tab" msgstr "" -#: ../../content/applications/essentials/contacts.rst:178 +#: ../../content/applications/essentials/contacts.rst:180 msgid "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner Review` configurations. These are **only** present when the *Resellers* module is installed." msgstr "" -#: ../../content/applications/essentials/contacts.rst:183 +#: ../../content/applications/essentials/contacts.rst:185 msgid "Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more information on publishing partners on the website." msgstr "" -#: ../../content/applications/essentials/contacts.rst:187 +#: ../../content/applications/essentials/contacts.rst:189 msgid "Membership tab" msgstr "" -#: ../../content/applications/essentials/contacts.rst:189 +#: ../../content/applications/essentials/contacts.rst:191 msgid "Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any memberships that are being offered to this specific contact. It should be noted that this tab **only** appears when the *Members* application is installed." msgstr "" -#: ../../content/applications/essentials/contacts.rst:194 +#: ../../content/applications/essentials/contacts.rst:196 msgid "Activate membership" msgstr "" -#: ../../content/applications/essentials/contacts.rst:196 +#: ../../content/applications/essentials/contacts.rst:198 msgid "To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership` tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` when both fields are filled in." msgstr "" -#: ../../content/applications/essentials/contacts.rst:201 +#: ../../content/applications/essentials/contacts.rst:203 msgid "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form." msgstr "" -#: ../../content/applications/essentials/contacts.rst:205 +#: ../../content/applications/essentials/contacts.rst:207 msgid "Follow the :doc:`Members documentation <../sales/members>` for more information on publishing members on the website." msgstr "" -#: ../../content/applications/essentials/contacts.rst:209 +#: ../../content/applications/essentials/contacts.rst:211 msgid "Smart buttons" msgstr "" -#: ../../content/applications/essentials/contacts.rst:211 +#: ../../content/applications/essentials/contacts.rst:213 msgid "At the top of the contact form, there are some additional options available, known as *smart buttons*." msgstr "" -#: ../../content/applications/essentials/contacts.rst:214 +#: ../../content/applications/essentials/contacts.rst:216 msgid "Here, Odoo displays a variety of records, related to this contact, that were created on other apps. Odoo integrates information from every single app, so there are many smart buttons." msgstr "" -#: ../../content/applications/essentials/contacts.rst:218 +#: ../../content/applications/essentials/contacts.rst:220 msgid "For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities related to this customer from the *CRM* app are accessible." msgstr "" -#: ../../content/applications/essentials/contacts.rst:222 +#: ../../content/applications/essentials/contacts.rst:224 msgid "If the corresponding applications are installed, their related smart buttons appear automatically on a contact form." msgstr "" -#: ../../content/applications/essentials/contacts.rst:225 +#: ../../content/applications/essentials/contacts.rst:227 msgid "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact." msgstr "" -#: ../../content/applications/essentials/contacts.rst:231 +#: ../../content/applications/essentials/contacts.rst:233 msgid "Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like this, should there be any outstanding/on-file for this contact." msgstr "" -#: ../../content/applications/essentials/contacts.rst:234 +#: ../../content/applications/essentials/contacts.rst:236 msgid "If the contact is a partner, the user can visit their partner page on the Odoo-built website by clicking the :guilabel:`Go to Website` smart button." msgstr "" -#: ../../content/applications/essentials/contacts.rst:238 +#: ../../content/applications/essentials/contacts.rst:240 msgid "Archive contacts" msgstr "" -#: ../../content/applications/essentials/contacts.rst:240 +#: ../../content/applications/essentials/contacts.rst:242 msgid "If a user decides they no longer want to have this contact active, the record can be archived. To do that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click :guilabel:`Archive`." msgstr "" -#: ../../content/applications/essentials/contacts.rst:244 +#: ../../content/applications/essentials/contacts.rst:246 msgid "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window." msgstr "" -#: ../../content/applications/essentials/contacts.rst:246 +#: ../../content/applications/essentials/contacts.rst:248 msgid "With this contact successfully archived, as indicated by a banner at the top, they do not show up in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter." msgstr "" -#: ../../content/applications/essentials/contacts.rst:250 +#: ../../content/applications/essentials/contacts.rst:252 msgid "A contact can be *unarchived*, if the user decides to work with them again. To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at the top of the archived contact form, and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed, and the contact is restored." msgstr "" -#: ../../content/applications/essentials/contacts.rst:256 +#: ../../content/applications/essentials/contacts.rst:258 msgid ":doc:`Add different addresses in CRM <../sales/sales/sales_quotations/different_addresses>`" msgstr "" -#: ../../content/applications/essentials/contacts.rst:257 +#: ../../content/applications/essentials/contacts.rst:259 msgid "`Odoo's eLearning Contacts tutorial `_" msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index d695374847..5b288d6ae1 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: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -422,7 +422,7 @@ msgid "In Odoo Accounting, each bank account has a dedicated journal set to post msgstr "" #: ../../content/applications/finance/accounting/bank.rst:16 -msgid "Cash journals and accounts must be configured manually." +msgid ":ref:`Cash journals ` and accounts must be configured manually." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:18 @@ -442,11 +442,10 @@ 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 --> 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 the :guilabel:`Accounting Dashboard` and on the kanban card of an unconnected bank, click :guilabel:`Search over 26000 banks`. Select your bank from the list, click on :guilabel:`Connect`, and follow the instructions." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:37 -#: ../../content/applications/finance/accounting/bank.rst:150 #: ../../content/applications/finance/accounting/get_started.rst:183 msgid ":doc:`bank/bank_synchronization`" msgstr "" @@ -460,42 +459,58 @@ 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 --> Add a Bank Account`, click on :guilabel:`Record transactions manually` (at the bottom right), fill out the bank information, and click :guilabel:`Create`." +msgid "To manually add a bank account, go to the :guilabel:`Accounting Dashboard` and on the kanban card of an unconnected bank, click :guilabel:`Search over 26000 banks`. Then, 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:52 +#: ../../content/applications/finance/accounting/bank.rst:53 msgid "Odoo automatically detects the bank account type (e.g., IBAN) and enables some features accordingly." msgstr "" -#: ../../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." +#: ../../content/applications/finance/accounting/bank.rst:55 +msgid "A default :ref:`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:59 -msgid "Create a cash journal" +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:7 +msgid "Odoo can synchronize directly with your bank institution to get all bank statements imported automatically into your database." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:10 +msgid "To check if your bank is compatible with Odoo, go to `Odoo Accounting Features `_, and click on :guilabel:`See list of supported institutions`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:14 +msgid "Odoo supports more than 26,000 institutions around the world." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:16 +msgid "To connect to the banks, Odoo uses multiple web-services:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:18 +msgid "**Plaid**: United States of America and Canada" msgstr "" -#: ../../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." +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:19 +msgid "**Yodlee**: Worldwide" msgstr "" -#: ../../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." +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:20 +msgid ":doc:`Salt Edge `: Worldwide" msgstr "" -#: ../../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`." +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:21 +msgid ":doc:`Ponto `: Europe" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:72 -msgid "Edit an existing bank or cash journal" +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:22 +msgid ":doc:`Enable Banking `: Scandinavian countries" msgstr "" -#: ../../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." +#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:25 +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:18 +msgid ":doc:`transactions`" msgstr "" -#: ../../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 @@ -512,6 +527,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:15 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 +#: ../../content/applications/finance/accounting/get_started/journals.rst:122 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/tax_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:13 @@ -541,7 +557,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:49 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:255 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:604 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:212 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:473 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:666 @@ -554,8 +571,9 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:61 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:6 #: ../../content/applications/finance/fiscal_localizations/india.rst:659 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:32 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:713 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:718 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:104 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 @@ -592,173 +610,6 @@ msgstr "" msgid "Configuration" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:82 -msgid "You can edit the accounting information and bank account number according to your needs." -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:-1 -msgid "Manually configure your bank information" -msgstr "" - -#: ../../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:89 -#: ../../content/applications/finance/accounting/bank.rst:151 -msgid ":doc:`bank/transactions`" -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:90 -msgid "`Bank configuration `_" -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:95 -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: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: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:116 -msgid "Currency" -msgstr "" - -#: ../../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:126 -msgid "Account number" -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:128 -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:137 -msgid "Bank feeds" -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:139 -msgid ":guilabel:`Bank Feeds` defines how the bank transactions are registered. Three options are available:" -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:142 -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:144 -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:146 -msgid ":guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized with your database." -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:156 -msgid "Outstanding accounts" -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:158 -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:161 -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:163 -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:166 -msgid "These accounts are usually of :ref:`type ` :guilabel:`Current Assets` and :guilabel:`Current Liabilities`." -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:169 -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:176 -msgid "Bank and cash journal configuration" -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:178 -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:182 -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:189 -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:192 -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 -msgid "Odoo can synchronize directly with your bank institution to get all bank statements imported automatically into your database." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:10 -msgid "To check if your bank is compatible with Odoo, go to `Odoo Accounting Features `_, and click on :guilabel:`See list of supported institutions`." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:14 -msgid "Odoo supports more than 26,000 institutions around the world." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:16 -msgid "To connect to the banks, Odoo uses multiple web-services:" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:18 -msgid "**Plaid**: United States of America and Canada" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:19 -msgid "**Yodlee**: Worldwide" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:20 -msgid ":doc:`Salt Edge `: Worldwide" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:21 -msgid ":doc:`Ponto `: Europe" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:22 -msgid ":doc:`Enable Banking `: Scandinavian countries" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:25 -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:18 -msgid ":doc:`transactions`" -msgstr "" - #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:31 msgid "On-Premise users" msgstr "" @@ -4658,6 +4509,7 @@ msgid "This feature is only available for companies in several European countrie msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:17 +#: ../../content/applications/finance/accounting/get_started/journals.rst:93 msgid ":doc:`../bank`" msgstr "" @@ -4822,6 +4674,7 @@ msgid "Depending on your business, you may opt for one of the following way to c msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/accounting/get_started/journals.rst:205 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:86 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:94 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 @@ -6665,6 +6518,46 @@ msgstr "" msgid "Account Types" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/taxes/avatax.rst:166 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:34 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:16 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:34 +#: ../../content/applications/finance/fiscal_localizations/canada.rst:38 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:52 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:45 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 +#: ../../content/applications/finance/fiscal_localizations/france.rst:17 +#: ../../content/applications/finance/fiscal_localizations/france.rst:207 +#: ../../content/applications/finance/fiscal_localizations/guatemala.rst:75 +#: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:16 +#: ../../content/applications/finance/fiscal_localizations/india.rst:18 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:18 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:19 +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:18 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:28 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:18 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:80 +#: ../../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 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 +#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:18 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:64 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:60 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:19 +msgid "Description" +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:27 @@ -6682,12 +6575,20 @@ msgstr "" msgid "Receivable" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 +msgid "Money owed to the company by customers for goods or services delivered" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:75 msgid "Bank and Cash" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 +msgid "Funds held in company bank accounts or on hand as cash" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:81 @@ -6696,19 +6597,35 @@ msgstr "" msgid "Current Assets" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 +msgid "Short-term assets expected to be converted into cash within a year" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:90 msgid "Non-current Assets" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 +msgid "Long-term assets not expected to be converted to cash within a year" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 msgid "Prepayments" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Payments made in advance for goods or services to be received in the future" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Fixed Assets" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 +msgid "Tangible long-term assets like buildings, machinery, and vehicles used in operation and subject to depreciation" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 msgid "Liabilities" msgstr "" @@ -6718,10 +6635,18 @@ msgstr "" msgid "Payable" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 +msgid "Money the company owes to suppliers or vendors" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 msgid "Credit Card" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 +msgid "Balances and transactions associated with company credit card usage" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:93 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:96 @@ -6729,21 +6654,37 @@ msgstr "" msgid "Current Liabilities" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Obligations due within one year, such as short-term loans or accrued expenses" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:102 msgid "Non-current Liabilities" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 +msgid "Long-term debts and financial obligations due beyond one year" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 msgid "Equity" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "The owner's residual interest in the company after liabilities are deducted from assets" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:105 msgid "Current Year Earnings" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 +msgid "The company's net profit or loss accumulated in the current fiscal year" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 #: ../../content/applications/finance/fiscal_localizations/germany.rst:28 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:24 @@ -6755,23 +6696,43 @@ msgstr "" msgid "Income" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Revenue generated from the company's primary business activities" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Other Income" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 +msgid "Revenue from secondary or non-operational sources, like interest or asset sales" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Expense" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 +msgid "Costs incurred during operations to generate revenue" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Depreciation" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 +msgid "The allocation of the cost of tangible assets over their useful life" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 msgid "Cost of Revenue" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:92 +msgid "Direct costs attributable to the production or delivery of goods and services" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Other" @@ -6781,6 +6742,10 @@ msgstr "" msgid "Off-Balance Sheet" msgstr "" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 +msgid "Transactions not displayed on the balance sheet or profit and loss report" +msgstr "" + #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:100 msgid "Some **account types** can **automate** the creation of :ref:`asset ` entries. To **automate** entries, click :guilabel:`View` on an account line and go to the :guilabel:`Automation` tab." msgstr "" @@ -6855,65 +6820,57 @@ msgid "Allow reconciliation" msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 -msgid "Some accounts, such as accounts made to record the transactions of a payment method, can be used for the reconciliation of journal entries." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:162 -msgid "For example, an invoice paid with a credit card can be marked as :guilabel:`paid` if reconciled with its payment. Therefore, the account used to record credit card payments needs to be configured as **allowing reconciliation**." +msgid "To keep the reconciliation process simple, when reconciling a bank, cash, or credit card transaction with an existing journal item, only journal items that debit or credit accounts with the :guilabel:`Allow reconciliation` option enabled are displayed as possible matches." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:166 -msgid "To do so, check the :guilabel:`Allow Reconciliation` box in the account's settings, and :guilabel:`Save`; or enable the button from the chart of accounts view." +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 +msgid "To enable this option on an account, tick the :guilabel:`Allow Reconciliation` checkbox in the account's settings, and :guilabel:`Save`; or enable the button from the chart of accounts view." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:-1 -msgid "Allow reconciliation for accounts in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:175 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:169 msgid "Shared Accounts" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:171 msgid "The **Shared Accounts** feature allows the creation of a single account for a specific purpose and sharing it between multiple companies. It is especially useful for multi-company environments where a similar account might be used across different companies." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:176 msgid "Deprecated" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid "It is not possible to delete an account once a transaction has been recorded on it. You can make them unusable by using the **Deprecated** feature: check the :guilabel:`Deprecated` box in the account's settings, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:192 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:193 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:125 #: ../../content/applications/finance/accounting/taxes/avatax.rst:126 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:194 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 msgid "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:195 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 msgid "`Odoo Tutorials: Update your chart of accounts `_" msgstr "" @@ -7219,6 +7176,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:238 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 +#: ../../content/applications/finance/accounting/get_started/journals.rst:140 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank" msgstr "" @@ -7475,6 +7433,326 @@ msgstr "" msgid "Finally, the codes now take into account the mapping company per company." msgstr "" +#: ../../content/applications/finance/accounting/get_started/journals.rst:3 +#: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 +#: ../../content/applications/finance/fiscal_localizations/argentina.rst:260 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/france.rst:344 +#: ../../content/applications/finance/fiscal_localizations/india.rst:105 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:349 +msgid "Journals" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:5 +msgid "Journal entries are recorded in different **journals** to maintain an organized record of a company's financial transactions. Odoo uses six different types of journals to organize accounting records:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:9 +msgid ":ref:`Bank `" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:10 +msgid ":ref:`Cash `" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:11 +msgid ":ref:`Credit Card `" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:12 +msgid ":ref:`Sales `" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:13 +msgid ":ref:`Purchase `" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:14 +msgid ":ref:`Miscellaneous `" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:17 +msgid "It is possible to have multiple journals of the same type, such as two separate bank journals, each for a unique bank account, or two separate sales journals to track :abbr:`B2B (business to business)` versus :abbr:`B2C (business to customer)` income." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:21 +msgid "Each card on the :guilabel:`Accounting Dashboard` represents a journal. To edit the configuration of a journal, click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` on the journal card, then click :guilabel:`Configuration`. Alternatively, go to :menuselection:`Accounting --> Configuration --> Journals` to select and edit an existing journal or to create a new one." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:26 +msgid "While different journal types have slightly different fields to configure, some fields are consistent across all the journal types:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:29 +msgid ":guilabel:`Short Code`: Each journal must have a unique code (from 1 to 5 characters long). The short code is used as the prefix for all journal entries belonging to this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:31 +msgid ":guilabel:`Currency`: If desired, set the currency of this journal. For bank and cash journals, this is the currency of the journal's :doc:`transactions <../bank/transactions>`. This field is only visible when :doc:`multiple currencies ` are enabled." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:35 +msgid "The :guilabel:`Advanced Settings` tab contains more technical options:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:37 +msgid ":guilabel:`Allowed accounts`: Limit which accounts are available when recording journal entries in this journal. Leave this field blank to allow all accounts." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:39 +msgid ":guilabel:`Email Alias`: Set an email address to create journal entries by digitizing PDFs sent to this address. This is most commonly used to create :ref:`customer invoices and vendor bills `." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:42 +msgid ":guilabel:`Secure Posted Entries with Hash`: Restrict the :doc:`alterability <../reporting/data_inalterability>` of this journal's entries to comply with tax authorities in certain countries." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:47 +msgid "The :guilabel:`Secure Posted Entries with Hash` option cannot be removed from a journal once the journal has a posted journal entry." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:51 +msgid "Bank and cash journals do not have the :guilabel:`Secure Posted Entries with Hash` or :guilabel:`Email Alias` fields." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:53 +msgid "If an :ref:`alias domain ` has not yet been configured, a link to :icon:`fa-arrow-right` :guilabel:`Configure Alias Domain` is displayed instead of the :guilabel:`Email Alias` field." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:60 +msgid "Bank, cash, and credit card journals" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:62 +msgid "Bank, cash, and credit card journals share the following features:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:64 +msgid ":guilabel:`Suspense Account`: :doc:`../bank/transactions` on this journal are posted on this account until they are reconciled, at which point this account is replaced with the account the transaction was reconciled against. 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/get_started/journals.rst:70 +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 either:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:74 +msgid "the :ref:`outstanding receipts or payments account ` if reconciling with a registered payment; or" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:76 +msgid "the account receivable or payable if reconciling with an invoice or bill directly." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:78 +msgid ":guilabel:`Dedicated Payment Sequence`: Tick this field to use separate sequences for payments and transactions posted on this journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:82 +msgid "If the :guilabel:`Dedicated Payment Sequence` field is ticked, payments that use an :ref:`outstanding account ` will have references that add :guilabel:`P` before the journal's short code. Otherwise, the references will begin with :guilabel:`PAY`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:87 +msgid "The :guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs contain the :ref:`payment methods ` of this journal. Different payment methods are available depending on the journal type. If desired, set :ref:`outstanding accounts ` on the payment methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:94 +msgid ":doc:`multi_currency`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:95 +msgid ":doc:`../bank/transactions`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:96 +msgid "`Bank configuration `_" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:101 +msgid "Outstanding accounts" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:103 +msgid "By default, payments in Odoo do not create journal entries, but they can be configured to create journal entries by using **outstanding accounts** on :ref:`bank ` and :ref:`cash ` journals." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:107 +msgid "An **outstanding receipts account** is where incoming payments are posted until they are linked with incoming bank transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:109 +msgid "An **outstanding payments account** is where outgoing payments are posted until they are linked with outgoing bank transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:112 +msgid "These accounts are usually of :ref:`type ` :guilabel:`Current Assets` and :guilabel:`Current Liabilities`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:115 +msgid "Payments that are registered in Odoo are posted to the outstanding receipts and outstanding payments 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/get_started/journals.rst:124 +msgid "To configure outstanding accounts, go to :menuselection:`Accounting --> Configuration --> Journals` and select or create 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/get_started/journals.rst:131 +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/get_started/journals.rst:134 +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/get_started/journals.rst:142 +msgid "Bank journals are used to record journal entries related to :doc:`bank transactions <../bank/transactions>` and incoming and outgoing :doc:`payments <../payments>`. The following fields are specific to bank journals:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:146 +msgid ":guilabel:`Bank Account`: This :guilabel:`Bank and Cash` type account is the default account for this bank journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:148 +msgid ":guilabel:`Account Number`: The bank account's number is used when registering payments and is required for generating outgoing payment files, such as :doc:`SEPA <../payments/pay_sepa>` or :ref:`NACHA `. To edit the bank account details, click on the :icon:`oi-arrow-right` :guilabel:`(Internal link)` button next to the :guilabel:`Account Number` and update the account information accordingly." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:153 +msgid ":guilabel:`Bank`: The bank name is used when registering payments and is required for generating outgoing payment files. To edit the bank account details, click on the :icon:`oi-arrow-right` :guilabel:`(Internal link)` button next to the :guilabel:`Bank` name and update the account information accordingly." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:157 +msgid ":guilabel:`Bank Feeds`: Define the method of creating bank :doc:`transactions <../bank/transactions>`, whether :guilabel:`Manual` or via :doc:`Online Synchronization <../bank/bank_synchronization>`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:160 +msgid ":guilabel:`Split Transactions`: Split collective payments for CODA files." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:162 +msgid "Multiple payment methods are available for bank journals, as are configurations for generating outgoing payment files, such as :doc:`SEPA <../payments/pay_sepa>` or :ref:`NACHA `." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:168 +#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 +msgid "Cash" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:170 +msgid "Cash journals are used to record journal entries related to cash :doc:`transactions <../bank/transactions>`. The following fields are specific to cash journals:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:173 +msgid ":guilabel:`Cash Account`: This :guilabel:`Bank and Cash` type account is the default account for this cash journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:175 +msgid ":guilabel:`Profit Account`: This :guilabel:`Income` or :guilabel:`Other Income` type account is used to register a profit when the ending balance of a cash register is greater than expected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:177 +msgid ":guilabel:`Loss Account`: This :guilabel:`Expenses` type account is used to register a loss when the ending balance of a cash register is less than expected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:180 +msgid "Only manual payment methods are available for cash journals." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:185 +msgid "Credit card" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:187 +msgid "Credit card journals are used to record journal entries related to credit cards. The following fields are specific to credit card journals:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:190 +msgid ":guilabel:`Journal Account`: This :guilabel:`Credit Card` type account is the default account for this credit card journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:192 +msgid ":guilabel:`Bank Feeds`: Define the method of creating credit card transactions, whether manual or via :doc:`Online Synchronization <../bank/bank_synchronization>`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:195 +msgid "Only manual payment methods are available for credit card journals." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:200 +msgid "Sales, purchase, and miscellaneous journals" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:207 +msgid "Sales journals, also known as income journals, are used to record journal entries related to :doc:`customer invoices <../customer_invoices>`. The following fields are specific to customer invoice journals:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:211 +msgid ":guilabel:`Default Income Account`: Invoices in this journal use this :guilabel:`Income` or :guilabel:`Other Income` type account unless overwritten by another income account set on the product category, product, or invoice line itself." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:214 +msgid ":guilabel:`Dedicated Credit Note Sequence`: Check this box to use a separate sequence for the reference of credit notes that increments separately from the main invoice sequence and adds an `R` to the reference before the journal's short code." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:217 +#: ../../content/applications/finance/accounting/get_started/journals.rst:246 +msgid ":guilabel:`Dedicated Debit Note Sequence`: Check this box to use a separate sequence for the reference of credit notes that increments separately from the main invoice sequence and adds a `D` before the journal's short code." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:221 +msgid "Sales journals have additional fields in the :guilabel:`Advanced Settings` tab that allow you to set the default communication format that will appear on customer invoices so that the customer can refer to that particular invoice when making a payment:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:225 +msgid ":guilabel:`Communication Type`: Choose if the format of the payment reference communicated to the customer should be based on the invoice number or the customer's number." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:227 +msgid ":guilabel:`Communication Standard`: Choose the format of the payment reference itself that is communicated to the customer." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:233 +msgid "Purchase" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:235 +msgid "Purchase journals are used to record journal entries related to :doc:`vendor bills <../vendor_bills>`. The following fields are specific to purchase journals:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:238 +msgid ":guilabel:`Default Expense Account`: Vendor bills in this journal use this :guilabel:`Expense` type account unless overwritten by another expense account set on the product category, product, or expense." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:241 +msgid ":guilabel:`Private Part Account`: Select the account to be used to register the private part of mixed expenses." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:243 +msgid ":guilabel:`Dedicated Credit Note Sequence`: Check this box to use a separate sequence for the reference of credit notes that increments separately from the main vendor bill sequence and adds an `R` to the reference before the journal's short code." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:253 +msgid "Miscellaneous" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:255 +msgid "Miscellaneous journals are used to record journal entries that are not related to any of the other journal types such as tax closing journal entries." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:259 +msgid "`Tax return eLearning `_" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:260 +msgid ":doc:`../reporting/tax_returns`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/journals.rst:261 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 +#: ../../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/get_started/multi_currency.rst:3 msgid "Multi-currency system" msgstr "" @@ -7559,15 +7837,6 @@ msgstr "" msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Charts of Accounts` and select a currency in the field :guilabel:`Account Currency`. If left empty, all active currencies are handled instead of just one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:260 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 -#: ../../content/applications/finance/fiscal_localizations/france.rst:344 -#: ../../content/applications/finance/fiscal_localizations/india.rst:105 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:349 -msgid "Journals" -msgstr "" - #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:101 msgid "If a currency is set on a **journal**, that journal only handles transactions in that currency." msgstr "" @@ -7728,7 +7997,7 @@ msgid "`Odoo Tutorials: Bank Configuration ` can simplify reconciling deposits containing multiple checks." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:95 +#: ../../content/applications/finance/accounting/payments.rst:97 msgid "Registering payment from an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:97 +#: ../../content/applications/finance/accounting/payments.rst:99 msgid "To register a payment for an invoice or a bill, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:99 +#: ../../content/applications/finance/accounting/payments.rst:101 msgid "Click :guilabel:`Pay` on a customer invoice or vendor bill. In the :guilabel:`Pay` window, select the :guilabel:`Journal` and the :guilabel:`Payment Date`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:101 -#: ../../content/applications/finance/accounting/payments.rst:295 +#: ../../content/applications/finance/accounting/payments.rst:103 +#: ../../content/applications/finance/accounting/payments.rst:297 msgid "If previously set, the contact's preferred :guilabel:`Payment Method` is automatically selected by default but can be updated if necessary." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:103 -#: ../../content/applications/finance/accounting/payments.rst:297 +#: ../../content/applications/finance/accounting/payments.rst:105 +#: ../../content/applications/finance/accounting/payments.rst:299 msgid "If using :doc:`payment terms `, the :guilabel:`Amount` is automatically set based on the installment amounts defined by the payment term. To pay the full amount instead, click :guilabel:`full amount`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:106 +#: ../../content/applications/finance/accounting/payments.rst:108 msgid "If necessary, edit the :guilabel:`Memo`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:107 +#: ../../content/applications/finance/accounting/payments.rst:109 msgid "Click :guilabel:`Create Payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:109 +#: ../../content/applications/finance/accounting/payments.rst:111 msgid "After the payment is registered, the customer invoice or vendor bill is marked as :guilabel:`In payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:114 -#: ../../content/applications/finance/accounting/payments.rst:172 -#: ../../content/applications/finance/accounting/payments.rst:204 -#: ../../content/applications/finance/accounting/payments.rst:229 -#: ../../content/applications/finance/accounting/payments.rst:253 -#: ../../content/applications/finance/accounting/payments.rst:306 -#: ../../content/applications/finance/accounting/payments.rst:357 -#: ../../content/applications/finance/accounting/payments.rst:385 +#: ../../content/applications/finance/accounting/payments.rst:116 +#: ../../content/applications/finance/accounting/payments.rst:174 +#: ../../content/applications/finance/accounting/payments.rst:206 +#: ../../content/applications/finance/accounting/payments.rst:231 +#: ../../content/applications/finance/accounting/payments.rst:255 +#: ../../content/applications/finance/accounting/payments.rst:308 +#: ../../content/applications/finance/accounting/payments.rst:359 +#: ../../content/applications/finance/accounting/payments.rst:387 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:164 msgid "Without outstanding accounts" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:116 -msgid "If no :ref:`outstanding accounts ` are configured, no journal entry is created. To display more information about the payment, click the :guilabel:`Payments` smart button." +#: ../../content/applications/finance/accounting/payments.rst:118 +msgid "If no :ref:`outstanding accounts ` are configured, no journal entry is created. To display more information about the payment, click the :guilabel:`Payments` smart button." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:120 +#: ../../content/applications/finance/accounting/payments.rst:122 msgid "When the invoice or vendor bill is :doc:`reconciled ` with a bank transaction, its status is updated to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:124 +#: ../../content/applications/finance/accounting/payments.rst:126 msgid "If a bank transaction is reconciled in a different currency, a journal entry is automatically created to post the currency exchange gains/loss amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:126 +#: ../../content/applications/finance/accounting/payments.rst:128 msgid "When a bank transaction is reconciled with an invoice with cash-basis, a journal entry is automatically created to post the cash-basis tax amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:129 -#: ../../content/applications/finance/accounting/payments.rst:180 -#: ../../content/applications/finance/accounting/payments.rst:209 -#: ../../content/applications/finance/accounting/payments.rst:234 -#: ../../content/applications/finance/accounting/payments.rst:262 -#: ../../content/applications/finance/accounting/payments.rst:311 -#: ../../content/applications/finance/accounting/payments.rst:363 -#: ../../content/applications/finance/accounting/payments.rst:392 +#: ../../content/applications/finance/accounting/payments.rst:131 +#: ../../content/applications/finance/accounting/payments.rst:182 +#: ../../content/applications/finance/accounting/payments.rst:211 +#: ../../content/applications/finance/accounting/payments.rst:236 +#: ../../content/applications/finance/accounting/payments.rst:264 +#: ../../content/applications/finance/accounting/payments.rst:313 +#: ../../content/applications/finance/accounting/payments.rst:365 +#: ../../content/applications/finance/accounting/payments.rst:394 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:181 msgid "Using outstanding accounts" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:131 -msgid "By default, payments in Odoo do not create journal entries, but they can easily be configured to create journal entries using :ref:`outstanding accounts `." +#: ../../content/applications/finance/accounting/payments.rst:133 +msgid "By default, payments in Odoo do not create journal entries, but they can easily be configured to create journal entries using :ref:`outstanding accounts `." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:135 -msgid "Registering a payment on a customer invoice or vendor bill generates a new journal entry and reduces the :guilabel:`Amount Due` based on 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 payment is :doc:`reconciled ` with a bank transaction, the invoice or vendor bill status changes to :guilabel:`Paid`." +#: ../../content/applications/finance/accounting/payments.rst:137 +msgid "Registering a payment on a customer invoice or vendor bill generates a new journal entry and reduces the :guilabel:`Amount Due` based on 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 payment is :doc:`reconciled ` with a bank transaction, the invoice or vendor bill status changes to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:142 +#: ../../content/applications/finance/accounting/payments.rst:144 msgid "The :icon:`fa-info-circle` information icon next to the payment line displays more information about the payment. To access additional information, such as the related journal, click :guilabel:`View`." msgstr "" @@ -7887,56 +8156,56 @@ msgstr "" msgid "See detailed information of a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:150 +#: ../../content/applications/finance/accounting/payments.rst:152 msgid "Unreconciling a payment unlinks it from the invoice or bill but does not delete the payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:152 +#: ../../content/applications/finance/accounting/payments.rst:154 msgid "If a payment is (un)reconciled in a different currency, a journal entry is automatically created to post the currency exchange gains/losses (reversal) amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:154 +#: ../../content/applications/finance/accounting/payments.rst:156 msgid "If a payment is (un)reconciled on an invoice with cash-basis taxes, a journal entry is automatically created to post the cash-basis tax (reversal) amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:158 +#: ../../content/applications/finance/accounting/payments.rst:160 msgid "If the main bank account is set as the outstanding account on the bank journal's payment method, registering the full payment on an invoice or bill moves the invoice/bill directly to the :guilabel:`Paid` status without requiring bank reconciliation." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:165 +#: ../../content/applications/finance/accounting/payments.rst:167 msgid "Registering payments not tied to an invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:167 +#: ../../content/applications/finance/accounting/payments.rst:169 msgid "When a new payment is registered via :menuselection:`Customers / Vendors --> Payments`, it is not directly linked to an invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:174 -msgid "Payments that are not linked to an invoice or bill should not be registered without using :ref:`outstanding accounts `, as there is no way to associate the payment with the invoice or bill since no journal entry is created for the payment. The amount paid or received is not reflected in the accounting and the :guilabel:`Amount Due` is not updated based on the payment amount." +#: ../../content/applications/finance/accounting/payments.rst:176 +msgid "Payments that are not linked to an invoice or bill should not be registered without using :ref:`outstanding accounts `, as there is no way to associate the payment with the invoice or bill since no journal entry is created for the payment. The amount paid or received is not reflected in the accounting and the :guilabel:`Amount Due` is not updated based on the payment amount." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:182 +#: ../../content/applications/finance/accounting/payments.rst:184 msgid "Instead, the payment's journal entry matches the :guilabel:`outstanding account` with the account receivable or the account payable until the payment is manually matched with its related invoice or bill. Then, :doc:`reconciling ` the payment with the bank transaction completes the payment workflow." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:190 -#: ../../content/applications/finance/accounting/payments.rst:332 +#: ../../content/applications/finance/accounting/payments.rst:192 +#: ../../content/applications/finance/accounting/payments.rst:334 msgid "Payments matching" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:193 +#: ../../content/applications/finance/accounting/payments.rst:195 msgid "During the :doc:`bank reconciliation ` process, a remaining balance is identified if the total debits and credits do not match when records are compared with bank transactions. This balance must either be reconciled later or written off immediately." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:200 +#: ../../content/applications/finance/accounting/payments.rst:202 msgid "For a single invoice or bill" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:206 +#: ../../content/applications/finance/accounting/payments.rst:208 msgid "By default, payments in Odoo do not create journal entries. As a result, there is no payment to match." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:211 +#: ../../content/applications/finance/accounting/payments.rst:213 msgid "A blue banner appears when validating a new invoice/bill and an **outstanding payment** exists for this specific customer or vendor. To match it with the invoice or bill, click :guilabel:`Add` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`." msgstr "" @@ -7944,113 +8213,113 @@ msgstr "" msgid "Shows the Add option to reconcile an invoice or a bill with a payment." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:218 +#: ../../content/applications/finance/accounting/payments.rst:220 msgid "The invoice or bill is then marked as :guilabel:`In payment` until the payment is :doc:`reconciled ` with its corresponding :doc:`bank transaction(s) `." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:225 +#: ../../content/applications/finance/accounting/payments.rst:227 msgid "For multiple invoices or bills" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:231 +#: ../../content/applications/finance/accounting/payments.rst:233 msgid "By default, payments in Odoo do not create journal entries. As a result, there is no payment to match, but this feature can still be used to match miscellaneous journal items." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:236 +#: ../../content/applications/finance/accounting/payments.rst:238 msgid "The :guilabel:`Payments matching` or :guilabel:`Auto-reconcile` tool allows reconciling journal items with each other (i.e., payments with customer invoices or vendor bills) either individually or in batches. Access the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) button from the :guilabel:`Customer Invoices` or :guilabel:`Vendor Bills` journals, and select :guilabel:`Payments Matching`. Alternatively, go to :menuselection:`Accounting --> Accounting --> Reconcile`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:243 +#: ../../content/applications/finance/accounting/payments.rst:245 msgid "To manually :guilabel:`Reconcile` journal items, select the individual items from the list view and click :guilabel:`Reconcile`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:249 +#: ../../content/applications/finance/accounting/payments.rst:251 msgid "Auto-Reconcile Feature" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:255 -#: ../../content/applications/finance/accounting/payments.rst:264 +#: ../../content/applications/finance/accounting/payments.rst:257 +#: ../../content/applications/finance/accounting/payments.rst:266 msgid "To use the :guilabel:`Auto-Reconcile` feature, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:257 -#: ../../content/applications/finance/accounting/payments.rst:266 +#: ../../content/applications/finance/accounting/payments.rst:259 +#: ../../content/applications/finance/accounting/payments.rst:268 msgid "In the :guilabel:`Journal Items to reconcile` list view, click :guilabel:`Auto-Reconcile` next to the receivable or payable account (or a specific contact's group of journal items in that account)." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:260 +#: ../../content/applications/finance/accounting/payments.rst:262 msgid "In the :guilabel:`Reconcile automatically` window, click :guilabel:`Reconcile`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:269 +#: ../../content/applications/finance/accounting/payments.rst:271 msgid "In the :guilabel:`Reconcile Automatically` window, set the :guilabel:`Reconcile` field depending on how you want to match journal items:" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:272 +#: ../../content/applications/finance/accounting/payments.rst:274 msgid ":guilabel:`Perfect Match`: Each debit journal item will be matched with the corresponding credit journal item of the same value." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:274 +#: ../../content/applications/finance/accounting/payments.rst:276 msgid ":guilabel:`Clear Accounts`: All reconciled journal items will have the same matching number, as they are selected from the same account." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:277 +#: ../../content/applications/finance/accounting/payments.rst:279 msgid "Click :guilabel:`Reconcile`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:279 +#: ../../content/applications/finance/accounting/payments.rst:281 msgid "Invoices and bills are automatically matched to their corresponding payments and marked as :guilabel:`In payment` until they are :doc:`reconciled ` with their corresponding :doc:`bank transactions `." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:286 +#: ../../content/applications/finance/accounting/payments.rst:288 msgid "Registering payments on multiple invoices/credit notes or bills/refunds (group payments)" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:288 +#: ../../content/applications/finance/accounting/payments.rst:290 msgid "To register payments on multiple invoices/credit notes or bills/refunds, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:290 +#: ../../content/applications/finance/accounting/payments.rst:292 msgid "Go to :menuselection:`Accounting --> Customers --> Invoices/Credit Notes` or :menuselection:`Accounting --> Vendors --> Bills/Refunds`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:292 +#: ../../content/applications/finance/accounting/payments.rst:294 msgid "In the list view, click into the search bar, group by :guilabel:`Payment Method`, select the relevant invoices/credit notes or bills/refunds and click :guilabel:`Pay`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:294 +#: ../../content/applications/finance/accounting/payments.rst:296 msgid "In the :guilabel:`Pay` window, select the :guilabel:`Journal` and the :guilabel:`Payment Date`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:300 +#: ../../content/applications/finance/accounting/payments.rst:302 msgid "To combine all payments from the same contact into a single payment, enable the :guilabel:`Group Payments` option, or leave it unchecked to create separate payments." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:302 +#: ../../content/applications/finance/accounting/payments.rst:304 msgid "Click :guilabel:`Create payment`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:308 +#: ../../content/applications/finance/accounting/payments.rst:310 msgid "The invoices or bills are then marked as :guilabel:`In payment` until they are :doc:`reconciled ` with the bank transactions." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:313 +#: ../../content/applications/finance/accounting/payments.rst:315 msgid "The invoices or bills are then marked as :guilabel:`In payment` until the bank transactions are :doc:`reconciled ` with the payments." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:319 +#: ../../content/applications/finance/accounting/payments.rst:321 msgid "Registering a single payment for multiple customers or vendors (batch payments)" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:321 +#: ../../content/applications/finance/accounting/payments.rst:323 msgid "Batch payments allow grouping payments from multiple customers to ease :doc:`reconciliation `. They are also useful when depositing :ref:`checks ` or cash payments to the bank or for generating bank payment files such as :doc:`SEPA ` or :ref:`NACHA `." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:327 +#: ../../content/applications/finance/accounting/payments.rst:329 msgid ":doc:`payments/batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:334 +#: ../../content/applications/finance/accounting/payments.rst:336 msgid "The :guilabel:`Payments matching` tool opens all unreconciled journal items and allows them to be processed individually, matching all payments and journal items. Go to the :guilabel:`Accounting Dashboard`, go to :menuselection:`Accounting --> Accounting --> Reconcile` or click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) button from the :guilabel:`Customer Invoices` or :guilabel:`Vendor Bills` journals, and select :guilabel:`Payments Matching`." msgstr "" @@ -8058,31 +8327,31 @@ msgstr "" msgid "Payments matching menu in the drop-down menu." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:344 +#: ../../content/applications/finance/accounting/payments.rst:346 msgid "During the :doc:`reconciliation `, if the sum of the debits and credits does not match, there is a remaining balance. This either needs to be reconciled at a later date or written off directly." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:351 +#: ../../content/applications/finance/accounting/payments.rst:353 msgid "Registering a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:353 +#: ../../content/applications/finance/accounting/payments.rst:355 msgid "To register a partial payment, click on :guilabel:`Pay` from the related invoice or bill." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:359 +#: ../../content/applications/finance/accounting/payments.rst:361 msgid "In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total remaining amount on the invoice or the bill), fill in the :guilabel:`Amount` in the :guilabel:`Pay` window." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:365 +#: ../../content/applications/finance/accounting/payments.rst:367 msgid "In the case of a partial payment (when the :guilabel:`Amount` paid is less than the total remaining amount on the invoice or the bill), the :guilabel:`Payment Difference` field displays the outstanding balance. There are two options:" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:369 +#: ../../content/applications/finance/accounting/payments.rst:371 msgid ":guilabel:`Keep open`: Keep the invoice or the bill open and mark it with a :guilabel:`Partial` banner;" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:371 +#: ../../content/applications/finance/accounting/payments.rst:373 msgid ":guilabel:`Mark as fully paid`: Select an account in the :guilabel:`Post Difference In` field and change the :guilabel:`Label` if needed. A journal entry will be created to balance the accounts payable or receivable with the selected account." msgstr "" @@ -8090,15 +8359,15 @@ msgstr "" msgid "register a partial payment" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:381 +#: ../../content/applications/finance/accounting/payments.rst:383 msgid "Reconciling payments with bank transactions" msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:387 +#: ../../content/applications/finance/accounting/payments.rst:389 msgid "Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The next step is :doc:`reconciling ` the related :doc:`bank transaction ` line with the invoice or bill to finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:394 +#: ../../content/applications/finance/accounting/payments.rst:396 msgid "Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The next step is :doc:`reconciling ` the payment with the related :doc:`bank transaction ` line to finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`." msgstr "" @@ -8339,7 +8608,7 @@ msgid "|sdd| rejections can occur for several reasons, the most common being ins msgstr "" #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:155 -msgid "|sdd| rejections are handled differently depending on whether :ref:`outstanding accounts ` are configured or not for the |sdd| payment method." +msgid "|sdd| rejections are handled differently depending on whether :ref:`outstanding accounts ` are configured or not for the |sdd| payment method." msgstr "" #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:159 @@ -8347,7 +8616,7 @@ msgid "The following procedures assume that the incoming |sdd| payment's bank tr msgstr "" #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:166 -msgid "If no :ref:`outstanding accounts ` are configured for the |sdd| payment method, no journal entry is created. In this case, you must cancel and unreconcile the payment." +msgid "If no :ref:`outstanding accounts ` are configured for the |sdd| payment method, no journal entry is created. In this case, you must cancel and unreconcile the payment." msgstr "" #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:170 @@ -8372,7 +8641,7 @@ msgid ":ref:`Access the bank journal's reconciliation view ` is set on the |sdd| payment method, |sdd| payments create journal entries. If an |sdd| payment is rejected, you must reverse the journal entry associated with the rejected payment and reconcile the reversal of the journal entry with the transaction for the |sdd| rejection. To do so, follow these steps:" +msgid "If an :ref:`outstanding account ` is set on the |sdd| payment method, |sdd| payments create journal entries. If an |sdd| payment is rejected, you must reverse the journal entry associated with the rejected payment and reconcile the reversal of the journal entry with the transaction for the |sdd| rejection. To do so, follow these steps:" msgstr "" #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:190 @@ -10719,13 +10988,6 @@ msgstr "" msgid "After the tax report has been posted for a period, Odoo locks the period and prevents the creation of new journal entries involving VAT. Any corrections to customer invoices or vendor bills must then be recorded in the following period." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 -#: ../../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:124 #: ../../content/applications/finance/accounting/taxes/avatax.rst:151 msgid ":doc:`../get_started`" @@ -10796,7 +11058,7 @@ msgid "Check that all :doc:`received payments <../payments>` have been encoded a msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:50 -msgid "Close all :ref:`suspense accounts `." +msgid "Close all :ref:`suspense accounts `." msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:51 @@ -11473,89 +11735,63 @@ msgstr "" msgid "but we want to sell it at 10€, tax included, in our shops or eCommerce website" msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:85 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:782 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1235 -msgid "eCommerce" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:87 -msgid "If you only use B2C or B2B prices on your website, simply select the appropriate setting in the **Website** app settings." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:90 -msgid "If you have both B2B and B2C prices on a single website, please follow these instructions:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:92 -msgid "Activate the :ref:`developer mode ` and go to :menuselection:`General Settings --> Users & Companies --> Groups`." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:94 -msgid "Open either `Technical / Tax display B2B` or `Technical / Tax display B2C`." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:95 -msgid "Under the :guilabel:`Users` tab, add the users requiring access to the price type. Add B2C users in the B2C group and B2B users in the B2B group." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:99 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:83 msgid "Setting your products" msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:101 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:85 msgid "Your company must be configured with tax excluded by default. This is usually the default configuration, but you can check your **Default Sale Tax** from the menu :menuselection:`Configuration --> Settings` of the Accounting application." msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:108 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:92 msgid "Once done, you can create a **B2C** pricelist. You can activate the pricelist feature per customer from the menu: :menuselection:`Configuration --> Settings` of the Sale application. Choose the option **different prices per customer segment**." msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:112 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:96 msgid "Once done, create a B2C pricelist from the menu :menuselection:`Configuration --> Pricelists`. It's also good to rename the default pricelist into B2B to avoid confusion." msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:115 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:99 msgid "Then, create a product at 8.26€, with a tax of 21% (defined as tax not included in price) and set a price on this product for B2C customers at 10€, from the :menuselection:`Sales --> Products` menu of the Sales application:" msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:123 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:107 msgid "Setting the B2C fiscal position" msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:125 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:109 msgid "From the accounting application, create a B2C fiscal position from this menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal position should map the VAT 21% (tax excluded of price) with a VAT 21% (tax included in price)" msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:133 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:117 msgid "Test by creating a quotation" msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:135 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:119 msgid "Create a quotation from the Sale application, using the :menuselection:`Sales --> Quotations` menu. You should have the following result: 8.26€ + 1.73€ = 9.99€." msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:141 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:125 msgid "Then, create a quotation but **change the pricelist to B2C and the fiscal position to B2C** on the quotation, before adding your product. You should have the expected result, which is a total price of 10€ for the customer: 8.26€ + 1.74€ = 10.00€." msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:148 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:132 msgid "This is the expected behavior for a customer of your shop." msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:151 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:135 msgid "Avoid changing every sale order" msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:153 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:137 msgid "If you negotiate a contract with a customer, whether you negotiate tax included or tax excluded, you can set the pricelist and the fiscal position on the customer form so that it will be applied automatically at every sale of this customer." msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:157 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:141 msgid "The pricelist is in the **Sales & Purchases** tab of the customer form, and the fiscal position is in the accounting tab." msgstr "" -#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:160 +#: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:144 msgid "Note that this is error prone: if you set a fiscal position with tax included in prices but use a pricelist that is not included, you might have wrong prices calculated for you. That's why we usually recommend companies to only work with one price reference." msgstr "" @@ -11677,6 +11913,7 @@ msgid "Copy this key to a safe place. It is strongly encouraged to back up the l msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:109 +#: ../../content/applications/finance/payment_providers/razorpay.rst:68 msgid "Odoo configuration" msgstr "" @@ -11747,6 +11984,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:73 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:14 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:16 #: ../../content/applications/finance/fiscal_localizations/italy.rst:17 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:16 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 @@ -11780,6 +12018,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:74 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:15 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:17 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 @@ -11799,44 +12038,6 @@ msgstr "" msgid "Technical name" msgstr "" -#: ../../content/applications/finance/accounting/taxes/avatax.rst:166 -#: ../../content/applications/finance/fiscal_localizations/argentina.rst:34 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:14 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:73 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:101 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:155 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:16 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:34 -#: ../../content/applications/finance/fiscal_localizations/canada.rst:38 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:34 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:52 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:45 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 -#: ../../content/applications/finance/fiscal_localizations/france.rst:17 -#: ../../content/applications/finance/fiscal_localizations/france.rst:207 -#: ../../content/applications/finance/fiscal_localizations/guatemala.rst:75 -#: ../../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 -#: ../../content/applications/finance/fiscal_localizations/jordan.rst:18 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:28 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:18 -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:80 -#: ../../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 -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 -#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:18 -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:64 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:60 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:19 -msgid "Description" -msgstr "" - #: ../../content/applications/finance/accounting/taxes/avatax.rst:167 msgid ":guilabel:`Avatax`" msgstr "" @@ -16453,7 +16654,7 @@ msgid "The Argentinean fiscal localization module is already loaded with the nec msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:698 -msgid "Journal entries are *not* created when payments are posted unless :ref:`outstanding accounts ` are set up. Thus, for this feature to work properly, it is important to verify that *all* payment methods within the bank journals have an outstanding payment and receipt account set." +msgid "Journal entries are *not* created when payments are posted unless :ref:`outstanding accounts ` are set up. Thus, for this feature to work properly, it is important to verify that *all* payment methods within the bank journals have an outstanding payment and receipt account set." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:-1 @@ -16915,6 +17116,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:204 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:121 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:60 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:195 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 @@ -17091,6 +17293,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:24 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 #: ../../content/applications/finance/fiscal_localizations/france.rst:8 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:8 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:8 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:18 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:8 @@ -17165,6 +17368,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:430 #: ../../content/applications/finance/fiscal_localizations/france.rst:81 #: ../../content/applications/finance/fiscal_localizations/germany.rst:6 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:94 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:181 msgid "Accounting" @@ -17664,6 +17868,7 @@ msgid "Remittance advice example" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:99 #: ../../content/applications/finance/fiscal_localizations/italy.rst:153 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:186 msgid "E-invoicing" @@ -18478,6 +18683,7 @@ msgid "Configuration of a SODA journal." msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:495 msgid "Synchronization" msgstr "" @@ -18565,163 +18771,231 @@ msgstr "" 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:435 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:437 +msgid "Codaclean" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:439 +msgid "**Codaclean** is a service that allows Belgian companies and accounting firms to access bank information and statements. Odoo provides a way to import such statements and their transactions automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:449 +msgid "Make sure to :ref:`install ` the :guilabel:`Codaclean` (`l10n_be_codaclean`) module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:456 +msgid "Connection with Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:458 +msgid "To connect Odoo with Codaclean, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 +msgid "Open the Settings app, navigate to the :ref:`Companies ` section, and click :icon:`oi-arrow-right` :guilabel:`Manage Companies` to make sure the company's :guilabel:`Country` is set to :guilabel:`Belgium`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the :guilabel:`Codaclean` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:465 +msgid "Click :guilabel:`Manage Connection` to open the connection wizard, enter the Codaclean :guilabel:`Username` and :guilabel:`Password` and click :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 +msgid "The :guilabel:`Status` is updated to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:471 +msgid "Once the connection is established, the :guilabel:`Manage Connection` wizard provides two options:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:473 +msgid "Update Codaclean credentials: Enter the new :guilabel:`Username` and :guilabel:`Password`, then click :guilabel:`Change Credentials`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:475 +msgid "Remove Codaclean connection: Click :guilabel:`Disconnect`; no :guilabel:`Username` or :guilabel:`Password` is required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:481 +msgid "Journal creation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 +msgid "A specific bank journal must be created for Codaclean synchronization. To do so, :doc:`create a new bank journal <../accounting/bank>`, make sure to enter the correct IBAN in the :guilabel:`Bank Account Number` field, and select :guilabel:`Codaclean Syncronization` in the :guilabel:`Bank Feeds` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 +msgid "For bank transactions in different currencies, it is recommended to create a separate journal for each currency, using the same bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:497 +msgid "Once the connection is established, Odoo is synchronized with Codaclean, and new CODA files received via Codaclean are checked every twelve hours." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 +msgid "To manually check for new CODA files, go to the Accounting Dashboard and click :guilabel:`Fetch from Codaclean` on the relevant :ref:`journal ` ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:153 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:271 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 msgid "Electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:437 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 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:442 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:302 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:447 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:517 #: ../../content/applications/finance/fiscal_localizations/canada.rst:257 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:400 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:449 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:519 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:452 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 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:456 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 #: ../../content/applications/finance/fiscal_localizations/canada.rst:263 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:406 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:461 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:531 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:533 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:467 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:537 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:472 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:542 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:478 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:548 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:480 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 msgid "The Odoo POS system is certified for databases hosted on **Odoo Online**, **Odoo.sh**, and **On-Premise**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:484 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:554 msgid ":doc:`/administration/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:486 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:556 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:490 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:560 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:492 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:562 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:494 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 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:496 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:566 msgid "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:497 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:567 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:498 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:568 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:569 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:570 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 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:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 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:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:579 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:514 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:584 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:520 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:590 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:592 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:528 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:598 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:536 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:606 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:538 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:608 msgid "a **Boîtenoire.be** (certificate number BMC04) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:539 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:609 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:540 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:610 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:542 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:612 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:547 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:617 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:549 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:619 msgid "As a pre-requisite, :ref:`activate ` the `Belgian Registered Cash Register` module (technical name: `pos_blackbox_be`)." msgstr "" @@ -18729,7 +19003,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:555 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:625 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 "" @@ -18737,35 +19011,35 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:565 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:635 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:569 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:639 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:575 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:645 msgid "IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:647 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:581 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:651 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:582 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:652 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:653 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:655 msgid "Once your IoT box is certified, :doc:`connect <../../general/iot/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 "" @@ -18773,19 +19047,19 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:592 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:662 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:597 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:667 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:602 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:672 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:604 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:674 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 "" @@ -22240,6 +22514,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 #: ../../content/applications/finance/fiscal_localizations/france.rst:406 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:182 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:47 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:181 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:173 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:1052 @@ -23875,6 +24150,11 @@ msgstr "" msgid "Delivery Guide PDF." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:782 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1235 +msgid "eCommerce" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:784 msgid "The :ref:`ATS Report module ` enables the following:" msgstr "" @@ -24115,7 +24395,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers/flutterwave.rst:29 #: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 #: ../../content/applications/finance/payment_providers/nuvei.rst:36 -#: ../../content/applications/finance/payment_providers/razorpay.rst:37 #: ../../content/applications/finance/payment_providers/xendit.rst:49 msgid "Configuration on Odoo" msgstr "" @@ -26167,6 +26446,7 @@ msgid "Odoo automatically installs the base module **Guatemala - Accounting** wh msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:96 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:37 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:141 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:142 #: ../../content/applications/finance/fiscal_localizations/romania.rst:49 @@ -26233,6 +26513,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:136 #: ../../content/applications/finance/payment_providers.rst:71 #: ../../content/applications/finance/payment_providers.rst:89 +#: ../../content/applications/finance/payment_providers.rst:125 #: ../../content/applications/finance/payment_providers.rst:131 #: ../../content/applications/finance/payment_providers.rst:137 msgid "Odoo" @@ -26517,7 +26798,7 @@ msgid ":abbr:`FPS (Faster Payment System)` is a payment service platform that al msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:40 -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:143 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:156 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:12 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:125 msgid "Activate QR codes" @@ -26559,7 +26840,7 @@ msgid "You could also include the invoice number in the QR code by checking the msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:67 -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:162 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:177 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:34 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:145 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:262 @@ -26567,7 +26848,7 @@ msgid ":doc:`../accounting/bank`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:70 -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:182 #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:-1 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:37 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:148 @@ -27584,167 +27865,191 @@ msgstr "" msgid "Indonesia" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:8 -msgid "E-Faktur Module" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:10 +msgid "The following modules related to the Indonesian localization are available:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:10 -msgid "The **E-Faktur Module** is installed by default with the Indonesian localization module. It allows one to generate a CSV file for one tax invoice or for a batch of tax invoices to upload to the **Tax Office e-Faktur** application." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:19 +msgid ":guilabel:`Indonesian - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:17 -msgid "NPWP/NIK settings" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:20 +msgid "`l10n_id`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 -msgid "**Your Company**" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:21 +msgid "This module includes the default fiscal localization package." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 -msgid "This information is used in the FAPR line in the effect file format. You need to set a VAT number on the related partner of your Odoo company. If you don't, it won't be possible to create an e-Faktur from an invoice." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:22 +msgid ":guilabel:`Indonesia E-faktur`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 -msgid "**Your Clients**" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:23 +msgid "`l10n_id_efaktur`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 -msgid "You need to set the checkbox *ID PKP* to generate e-fakturs for a customer. You can use the VAT field on the customer's contact to set the NPWP needed to generate the e-Faktur file. If your customer does not have an NPWP, just enter the NIK in the same VAT field." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:24 +msgid "This module includes the features required to export invoices as e-Faktur." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:25 +msgid ":guilabel:`Indonesia E-faktur (Coretax)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:34 -msgid "Usage" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:26 +msgid "`l10n_id_efaktur_coretax`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:27 +msgid "This module facilitates the generation of XML files for the Coretax system." msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:39 -msgid "Generate Tax Invoice Serial Number" +msgid "Open the :guilabel:`Settings` app, go to the :doc:`Companies <../../general/companies>` section, and click :ref:`Update Info `. Ensure the :guilabel:`NPWP` field contains the **Tax Identification Number**, as an e-Faktur cannot be generated from an invoice otherwise." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:41 -msgid "Go to :menuselection:`Accounting --> Customers --> e-Faktur`. In order to be able to export customer invoices as e-Faktur for the Indonesian government, you need to put here the ranges of numbers you were assigned by the government. When you validate an invoice, a number will be assigned based on these ranges. Afterwards, you can filter the invoices still to export in the invoices list and click on *Action*, then on *Download e-Faktur*." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:49 +msgid "To configure a partner for e-Faktur, go to their :doc:`contact <../../essentials/contacts>` form and fill in the following Indonesian-specific fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:46 -msgid "After receiving new serial numbers from the Indonesian Revenue Department, you can create a set of tax invoice serial numbers group through this list view. You only have to specify the Min and Max of each serial numbers' group and Odoo will format the number automatically to a 13-digits number, as requested by the Indonesia Tax Revenue Department." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:52 +msgid ":guilabel:`Is PKP`: Check this box to allow e-Faktur generation for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:50 -msgid "There is a counter to inform you how many unused numbers are left in that group." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:53 +msgid ":guilabel:`NPWP`: Enter the partner's Tax Identification Number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:58 -msgid "Generate e-faktur csv for a single invoice or a batch invoices" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:54 +msgid ":guilabel:`NIK`: If the partner does not have an :guilabel:`NPWP`, enter the :guilabel:`NIK` in the :guilabel:`Accounting` tab under :guilabel:`Indonesian taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:60 -msgid "Create an invoice from :menuselection:`Accounting --> Customers --> Invoices`. If the invoice customer's country is Indonesia and the customer is set as *ID PKP*, Odoo will allow you to create an e-Faktur." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:62 +msgid "To set a product's E-Faktur product code, go to :menuselection:`Accounting --> Customers --> Products` and access the desired product form. In the :guilabel:`Indonesian Localization` section, select a code in the :guilabel:`E-Faktur Product code` field. By default, the code is set to :guilabel:`000000 - Barang`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:63 -msgid "Set a Kode Transaksi for the e-Faktur. There are constraints related to the Kode transaksi and the type of VAT applied to invoice lines." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:-1 +msgid "Product with the E-Faktur Product Code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:69 -msgid "Odoo will automatically pick the next available serial number from the e-Faktur number table (see the :ref:`section above `) and generate the e-faktur number as a concatenation of Kode Transaksi and serial number. You can see this from the invoice form view under the page *Extra Info* in the box *Electronic Tax*." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:71 +msgid ":guilabel:`E-Faktur product codes` are pre-generated by Odoo and cannot be edited. Select a code from the available options." msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:77 -msgid "Once the invoice is posted, you can generate and download the e-Faktur from the *Action* menu item *Download e-faktur*. The checkbox *CSV created* will be set." +msgid "E-Faktur UoM Code" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:80 +msgid "Go to :menuselection:`Inventory --> Configuration --> Settings` to make sure the :guilabel:`Units of Measure` option has been enabled." msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:83 -msgid "You can select multiple invoices in list view and generate a batch e-Faktur .csv." +msgid "To configure the :guilabel:`E-Faktur UoM code`, go to :menuselection:`Inventory --> Configuration --> UoM Categories`. Open a category and select the appropriate :guilabel:`E-Faktur UoM Code` from the options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:88 -msgid "Kode Transaksi FP (Transaction Code)" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:-1 +msgid "E-Faktur UoM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:90 -msgid "The following codes are available when generating an e-Faktur. - 01 Kepada Pihak yang Bukan Pemungut PPN (Customer Biasa) - 02 Kepada Pemungut Bendaharawan (Dinas Kepemerintahan) - 03 Kepada Pemungut Selain Bendaharawan (BUMN) - 04 DPP Nilai Lain (PPN 1%) - 06 Penyerahan Lainnya (Turis Asing) - 07 Penyerahan yang PPN-nya Tidak Dipungut (Kawasan Ekonomi Khusus/ Batam) - 08 Penyerahan yang PPN-nya Dibebaskan (Impor Barang Tertentu) - 09 Penyerahan Aktiva (Pasal 16D UU PPN)" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:104 +msgid "Generate an E-Faktur XML" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:103 -msgid "Correct an invoice that has been posted and downloaded: Replace Invoice feature" +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:106 +msgid "An e-Faktur can be created for an invoice if the customer's country is Indonesia and the :guilabel:`Is PKP` checkbox is enabled on their :ref:`contact ` form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:105 -msgid "Cancel the original wrong invoice in Odoo. For instance, we will change the Kode Transakski from 01 to 03 for the INV/2020/0001." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:110 +msgid "To generate an e-Faktur XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:107 -msgid "Create a new invoice and set the cancelled invoice in the *Replace Invoice* field. In this field, we can only select invoices in *Cancel* state from the same customer." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:112 +msgid "Go to :menuselection:`Accounting --> Customers --> Invoices` and :ref:`create an invoice `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:109 -msgid "As you validate, Odoo will automatically use the same e-Faktur serial number as the cancelled and replaced invoice replacing the third digit of the original serial number with *1* (as requested to upload a replacement invoice in the e-Faktur app)." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:115 +msgid "In the :guilabel:`Other Info` tab, under the :guilabel:`Electronic Tax` section, select a :guilabel:`Kode Transaksi` code." msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:119 -msgid "Correct an invoice that has been posted but not downloaded yet: Reset e-Faktur" +msgid "The :guilabel:`Kode Transaksi` codes are pre-generated by Odoo and cannot be edited." msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:121 -msgid "Reset the invoice to draft and cancel it." +msgid "After confirming the invoice, click the :icon:`fa-cog` :guilabel:`(Actions)` icon and select :guilabel:`Download e-faktur`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:122 -msgid "Click on the button *Reset e-Faktur* on the invoice form view." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:124 +msgid "The downloaded XML file can then be uploaded to the Coretax system. After the file is generated, the :guilabel:`e-Faktur Document (Coretax)` field in the invoice's :guilabel:`Electronic Tax` section is populated automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:123 -msgid "The serial number will be unassigned, and we will be able to reset the invoice to draft, edit it and re-assign a new serial number." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:0 +msgid "Invoice with E-Faktur Document." msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:132 +msgid "To create a batch XML file for several invoices, select them in the invoice list view and choose :guilabel:`Download e-faktur` from the :guilabel:`Actions` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:136 +msgid "The tax invoice number is generated by the Coretax system, not by Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:137 +msgid "Once an e-Faktur XML file has been downloaded, it cannot be changed. Any subsequent download will retrieve the original file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:143 msgid "QRIS QR code on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:145 msgid "`QRIS `_ is a digital payment system that allows customers to make payments by scanning the QR code from their preferred e-wallet." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:138 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:149 msgid "According to the `QRIS API documentation `_, QRIS expires after 30 minutes. Due to this restriction, the QR code is not included in reports sent to customers and is only available on the customer portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:145 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:158 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:14 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:127 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Customer Payments` section, activate the :guilabel:`QR Codes` feature." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:149 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:164 #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:-1 msgid "QRIS bank account configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:151 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:166 msgid "Go to :menuselection:`Contacts --> Configuration --> Bank Accounts` and select the bank account for which you want to activate QRIS. Set the :guilabel:`QRIS API Key` and :guilabel:`QRIS Merchant ID` based on the information provided by QRIS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:156 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:171 msgid "The account holder's country must be set to `Indonesia` on its contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:167 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:184 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:39 msgid "Go to :menuselection:`Accounting --> Configuration --> Journals`, open the bank journal, then fill out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Journal Entries` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:174 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:193 msgid "Issue invoices with QRIS QR codes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:176 -msgid "When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment QR-code` option to `QRIS`." +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:195 +msgid "When creating a new invoice, open the :guilabel:`Other Info` tab and set the :guilabel:`Payment QR-code` option to :guilabel:`QRIS`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:-1 msgid "Select QRIS QR-code option" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/indonesia.rst:201 msgid "Ensure that the :guilabel:`Recipient Bank` is the one you configured, as Odoo uses this field to generate the QRIS QR code." msgstr "" @@ -28552,148 +28857,152 @@ msgstr "" msgid "Point of Sale fiscal printers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:628 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:629 +msgid "Fiscal printers are distinct from :doc:`ePOS printers `. The IP address for a fiscal printer should not be entered in the ePOS IP address settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:633 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:634 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:639 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:56 msgid "Simulation mode" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:637 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:642 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:641 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:646 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:644 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:673 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:649 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:678 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:646 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:675 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:651 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:680 msgid "Type `3333`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:647 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:676 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:652 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:681 msgid "Press :guilabel:`Chiave`. The screen displays :guilabel:`Scelta Funzione`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:648 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:653 msgid "Type `14`. The screen displays :guilabel:`Apprendimento`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:649 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:654 msgid "Type `62`. The screen displays :guilabel:`Simulazione`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:650 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:655 msgid "To turn the :guilabel:`no` into a :guilabel:`si`, press :guilabel:`X`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:651 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:656 msgid "To confirm, press :guilabel:`Contante`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:652 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:681 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:657 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:686 msgid "Press :guilabel:`Chiave`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:654 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:659 msgid "To configure the printer for production, repeat the steps above." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:657 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:662 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:661 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:666 msgid "Setting up the printer to work with Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:663 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:668 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:667 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:672 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:671 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:676 msgid "To set up the fiscal printer using the keyboard, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:677 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:682 msgid "Type `34`. The screen displays :guilabel:`Web Server`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:678 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:683 msgid "Press :guilabel:`Contante` 3 times until the screen displays :guilabel:`Web Server: SSL`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:679 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:684 msgid "To turn the value `0` into a `1`, press :guilabel:`X`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:680 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:685 msgid "To confirm, press :guilabel:`Contante` 3 times." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:683 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:688 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:686 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:691 msgid "To approve and install the printer's certificate, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:688 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:693 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:690 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:695 msgid "Click :guilabel:`Advanced` to show the certificate approval options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:691 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:696 msgid "Click :guilabel:`Proceed` to validate the certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:693 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:698 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 "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:699 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:704 msgid "Ri.Ba. (Ricevuta Bancaria)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:701 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:706 msgid ":abbr:`Ri.Ba. (Ricevuta Bancaria)` is a payment method widely used in Italy where vendors request payments through their bank, which forwards the request to the customer's own bank and takes responsibility for the collection. This enables payment automation and reduces risks for the vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:705 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:710 msgid "The vendor generally uploads a fixed-format text file with the list of payments to the bank's web portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:709 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:714 msgid "Ri.Ba. are exclusively for **domestic payments** in Italy. For recurring international payments, please use `SEPA Direct Debt (SDD) <../accounting/payments/batch_sdd>`_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:715 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:720 msgid "Check that the `l10n_it_riba` module is :ref:`installed `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:716 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:721 msgid "Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that will use Ri.Ba." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:718 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:723 msgid "Fill out the required :guilabel:`SIA Code`." msgstr "" @@ -28701,43 +29010,43 @@ msgstr "" msgid "The company's SIA code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:724 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:729 msgid "The :guilabel:`SIA Code` identifies businesses within the Italian banking network and is used to receive money through specific payment methods. It consists of one letter and four digits (e.g., T1234) and can usually be found on the bank's portal or obtained by contacting the bank." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:728 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:733 msgid "Ensure the Company's bank account has an Italian IBAN." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:731 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:736 msgid "How to configure :doc:`Bank Accounts <../accounting/bank>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:734 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:739 msgid "Accept Ri.Ba. for your invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:736 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:741 msgid "Payments of type :abbr:`Ri.Ba. (Ricevuta Bancaria)` can be registered from the :guilabel:`Invoices` (:menuselection:`Accounting --> Customers --> Invoices`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:740 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:745 msgid "Make sure that your invoice involves a Partner that has a bank account with an Italian IBAN." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:742 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:747 msgid "Then, all Payments must be grouped in a **Batch Payment**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:745 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:750 msgid ":doc:`Batch Payments <../accounting/payments>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:746 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:751 msgid ":doc:`Create a Batch Payment <../accounting/payments/batch>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:748 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:753 msgid "Once you press the :guilabel:`Validate` button for the Batch Payment, the :abbr:`Ri.Ba. (Ricevuta Bancaria)` file is generated and attached to the Batch Payment, so you can download it and upload it through your bank's web portal." msgstr "" @@ -35192,10 +35501,6 @@ msgstr "" msgid "105001" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 -msgid "Cash" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:76 msgid "100001" msgstr "" @@ -37479,7 +37784,7 @@ msgid "The account holder's country must be set to `Vietnam`, and their city mus msgstr "" #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:258 -msgid "The :ref:`account number ` and bank must be set on the :guilabel:`Bank` journal." +msgid "The :ref:`account number ` and bank must be set on the :guilabel:`Bank` journal." msgstr "" #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:265 @@ -37574,7 +37879,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers.rst:107 #: ../../content/applications/finance/payment_providers.rst:113 #: ../../content/applications/finance/payment_providers.rst:119 -#: ../../content/applications/finance/payment_providers.rst:125 #: ../../content/applications/finance/payment_providers.rst:143 msgid "The provider's website" msgstr "" @@ -37717,295 +38021,295 @@ msgstr "" msgid "Test mode" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:216 -msgid "If you wish to try the payment provider as a test, set the :guilabel:`State` field in the payment provider form to :guilabel:`Test mode`, then enter your provider's test/sandbox credentials in the :guilabel:`Credentials` tab." +#: ../../content/applications/finance/payment_providers.rst:217 +msgid "We recommend using the test mode on a **duplicate** or a **test** database to avoid potential issues with invoice numbering." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:221 -msgid "By default, the payment provider remains **unpublished** in test mode so that it's not visible to visitors." +#: ../../content/applications/finance/payment_providers.rst:220 +msgid "To try a payment provider without affecting live transactions, set the :guilabel:`State` field in the payment provider form to :guilabel:`Test mode`. Then, enter the **provider's dedicated test or sandbox credentials** in the :guilabel:`Credentials` tab. Each payment provider has its own separate test account or environment for this purpose." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:225 -msgid "We recommend using the test mode on a duplicate or a test database to avoid potential issues with your invoice numbering." +#: ../../content/applications/finance/payment_providers.rst:226 +msgid "By default, the payment provider remains **unpublished** in test mode so that it's not visible to visitors." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:233 +#: ../../content/applications/finance/payment_providers.rst:234 msgid "Each payment provider is related to a list of supported payment methods; the methods listed in the :guilabel:`Payment methods` field in the :guilabel:`Configuration` tab of the payment provider form are the ones that have been activated. To activate or deactivate a payment method for a provider, click :guilabel:`Enable Payment Methods`, then click the toggle button of the related method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:239 +#: ../../content/applications/finance/payment_providers.rst:240 msgid "Payment methods are displayed on your website based on their sequence order. To reorder them, click :guilabel:`Enable Payment Methods` in the payment provider form, then, in the :guilabel:`Payment Methods` list, drag and drop the payment methods in the desired order." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:244 +#: ../../content/applications/finance/payment_providers.rst:245 msgid "Icons and brands" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:246 +#: ../../content/applications/finance/payment_providers.rst:247 msgid "The icons displayed next to the payment method on your website are either the icons of the brands activated for the payment method or, if there aren't any, the icons of the payment methods themselves. To modify them, go to :menuselection:`Accounting --> Configuration --> Payment Methods`, :menuselection:`Website --> Configuration --> Payment Methods` or :menuselection:`Sales --> Configuration --> Payment Methods`, then click on the payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:252 +#: ../../content/applications/finance/payment_providers.rst:253 msgid "To modify a payment method's icon, hover your mouse over the image in the upper-right corner of the payment method's form and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:255 +#: ../../content/applications/finance/payment_providers.rst:256 msgid "Select the :guilabel:`Brands` tab to view the brands that have been activated for the payment method. The brands and their related icons are displayed based on their sequence order; to reorder them, drag and drop them in the desired order. To modify a brand's icon, select the brand, then, in the popup window that opens, hover the mouse over the image in the upper-right corner and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:262 +#: ../../content/applications/finance/payment_providers.rst:263 msgid "Advanced configuration" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:264 +#: ../../content/applications/finance/payment_providers.rst:265 msgid "To configure payment methods further, go to :menuselection:`Accounting --> Configuration --> Payment Methods`, :menuselection:`Website --> Configuration --> Payment Methods` or :menuselection:`Sales --> Configuration --> Payment Methods`. Click on the payment method, then activate the :ref:`developer mode `. Click the :guilabel:`Configuration` tab to adapt the features." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:271 +#: ../../content/applications/finance/payment_providers.rst:272 msgid "Each payment method is preconfigured in a way that aligns with the payment providers' behavior and their integration with Odoo. Any change to this configuration may result in errors and should be tested on a duplicate or test database first." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:274 +#: ../../content/applications/finance/payment_providers.rst:275 msgid "Modifications to the payment method's configuration only work to the extent of the method's and provider's capabilities. For example, adding :ref:`countries ` for a payment method only supported in one country or enabling :ref:`tokenization ` for a method linked to a provider that does not support it will not produce the intended results." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:283 +#: ../../content/applications/finance/payment_providers.rst:284 msgid "Tokenization" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:285 +#: ../../content/applications/finance/payment_providers.rst:286 msgid ":ref:`If the payment provider supports this feature `, customers can save their payment method details for later. To enable this feature, go to the :guilabel:`Configuration` tab of the selected payment provider and enable :guilabel:`Allow Saving Payment Methods`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:290 +#: ../../content/applications/finance/payment_providers.rst:291 msgid "In this case, a **payment token** is created in Odoo to be used as a payment method for subsequent payments without the customer having to enter their payment method details again. This is particularly useful for the eCommerce conversion rate and subscriptions that use recurring payments." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:295 +#: ../../content/applications/finance/payment_providers.rst:296 msgid "To add or delete their saved payment method details, customers can click :guilabel:`Manage payment methods` in the :ref:`customer portal `." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:298 +#: ../../content/applications/finance/payment_providers.rst:299 msgid "PCI DSS and Attestation of Compliance" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:300 +#: ../../content/applications/finance/payment_providers.rst:301 msgid "Odoo is not `PCI `_ DSS-certified because it does not store cardholder data or process payments. Instead, it outsources tokenization and payment to :ref:`external payment providers `, which means that as an Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with the provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo should not be mentioned as a payment processor or a third-party service provider in the :abbr:`SAQ (Self-Assessment Questionnaire)`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:311 +#: ../../content/applications/finance/payment_providers.rst:312 msgid "Manual capture" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:313 +#: ../../content/applications/finance/payment_providers.rst:314 msgid ":ref:`If the payment provider supports this feature `, you can authorize and capture payments in two steps instead of one. To enable this feature, go to the :guilabel:`Configuration` tab of the selected payment provider and enable :guilabel:`Capture Amount Manually`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:318 +#: ../../content/applications/finance/payment_providers.rst:319 msgid "When you authorize a payment, the funds are reserved on the customer's payment method but not immediately charged. They are charged when you manually capture the payment later on. You can also void the authorization to cancel it and release the reserved funds. Capturing payments manually is helpful in many situations:" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:323 +#: ../../content/applications/finance/payment_providers.rst:324 msgid "Receive the payment confirmation and wait until the order is shipped to capture the payment." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:324 +#: ../../content/applications/finance/payment_providers.rst:325 msgid "Review and verify that orders are legitimate before the payment is completed and the fulfillment process starts." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:326 +#: ../../content/applications/finance/payment_providers.rst:327 msgid "Avoid potentially high refund fees for refunded payments: payment providers will not charge you for voiding an authorization." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:328 +#: ../../content/applications/finance/payment_providers.rst:329 msgid "Hold a security deposit to return later, minus any deductions (e.g., in case of damages)." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:330 +#: ../../content/applications/finance/payment_providers.rst:331 msgid "To capture the payment after it was authorized, go to the related sales order or invoice and click the :guilabel:`Capture Transaction` button. To release the funds, click the :guilabel:`Void Transaction` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:335 +#: ../../content/applications/finance/payment_providers.rst:336 msgid "Some payment providers support capturing only part of the authorized amount. The remaining amount can then be either captured or voided. These providers have the value **Full and partial** in the :ref:`table above `. The providers that only support capturing or voiding the total amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:339 +#: ../../content/applications/finance/payment_providers.rst:340 msgid "The funds are likely not reserved forever. After a certain time, they may be automatically released back to the customer's payment method. Refer to your payment provider's documentation for the exact reservation duration." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:342 -msgid "Odoo does not support this feature for all payment providers, but some allow the manual capture from their website interface." +#: ../../content/applications/finance/payment_providers.rst:343 +msgid ":doc:`payment_providers/adyen` and :doc:`payment_providers/stripe` allow to capture payments manually directly from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:348 +#: ../../content/applications/finance/payment_providers.rst:349 msgid "Refunds" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:350 +#: ../../content/applications/finance/payment_providers.rst:351 msgid "If your payment provider supports this feature, you can refund payments directly from Odoo. It does not need to be enabled first. To refund a customer payment, navigate to it and click the :guilabel:`Refund` button." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:355 +#: ../../content/applications/finance/payment_providers.rst:356 msgid "Some payment providers support refunding only part of the amount. The remaining amount can then optionally be refunded, too. These providers have the value **Full and partial** in the :ref:`table above `. The providers that only support refunding the total amount have the value **Full only**." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:359 -msgid "Odoo does not support this feature for all payment providers, but some allow to refund payments from their website interface." +#: ../../content/applications/finance/payment_providers.rst:360 +msgid ":doc:`payment_providers/adyen` and :doc:`payment_providers/stripe` allow to refund payments directly from their website interface." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:365 +#: ../../content/applications/finance/payment_providers.rst:366 msgid "Express checkout" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:367 +#: ../../content/applications/finance/payment_providers.rst:368 msgid ":ref:`If the payment provider supports this feature `, you can allow customers to use the :guilabel:`Google Pay` and :guilabel:`Apple Pay` buttons and pay their eCommerce orders in one click. When they use one of these buttons, customers go straight from the cart to the confirmation page without filling out the contact form. They just have to validate the payment on Google's or Apple's payment form." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:373 +#: ../../content/applications/finance/payment_providers.rst:374 msgid "To enable this feature, go to the :guilabel:`Configuration` tab of the selected payment provider and enable :guilabel:`Allow Express Checkout`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:377 +#: ../../content/applications/finance/payment_providers.rst:378 msgid "All prices shown on the express checkout payment form always include taxes." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:382 +#: ../../content/applications/finance/payment_providers.rst:383 msgid "Availability" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:384 +#: ../../content/applications/finance/payment_providers.rst:385 msgid "You can adapt the payment provider's availability by specifying the :guilabel:`Maximum amount` allowed and modifying the :guilabel:`Currencies` and :guilabel:`Countries` in the :guilabel:`Configuration` tab." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:389 +#: ../../content/applications/finance/payment_providers.rst:390 msgid "To display an availability report for payment providers and payment methods, and to help diagnose potential availability issues on the payment form, enable the :ref:`developer-mode`, then click the :icon:`fa-bug` (:guilabel:`bug`) icon next to the :guilabel:`Choose a payment method` heading on the payment form. The report includes a list of enabled payment providers and payment methods, reasons for any payment providers or methods not being available, if applicable, and a list of supported providers for each payment method." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:399 +#: ../../content/applications/finance/payment_providers.rst:400 msgid "Currencies and countries" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:401 +#: ../../content/applications/finance/payment_providers.rst:402 msgid "All payment providers have a different list of available currencies and countries. They serve as a first filter during payment operations, i.e., the payment methods linked to the payment provider are not available for selection if the customer's currency or country is not in the supported list. As there might be errors, updates, and unknowns in the lists of available currencies and countries, adding or removing a payment provider's supported currencies or countries is possible." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:409 +#: ../../content/applications/finance/payment_providers.rst:410 msgid ":ref:`Payment methods ` also have their own list of available currencies and countries that serves as another filter during payment operations." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:411 +#: ../../content/applications/finance/payment_providers.rst:412 msgid "If the list of supported currencies or countries is empty, it means the list is too long to be displayed, or Odoo does not have information on that payment provider. The payment provider remains available, even though it is possible the payment will be refused at a later stage should the country or currency not be supported." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:417 +#: ../../content/applications/finance/payment_providers.rst:418 msgid "Maximum amount" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:419 +#: ../../content/applications/finance/payment_providers.rst:420 msgid "You can restrict the :guilabel:`Maximum Amount` that can be paid with the selected provider. Leave the field to `0.00` to make the payment provider available regardless of the payment amount." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:423 +#: ../../content/applications/finance/payment_providers.rst:424 msgid "This feature is not intended to work on pages that allow the customer to update the payment amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods <../websites/ecommerce/shipping>` are enabled." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:430 +#: ../../content/applications/finance/payment_providers.rst:431 msgid "Payment journal" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:432 +#: ../../content/applications/finance/payment_providers.rst:433 msgid "A :doc:`payment journal ` must be defined for the payment provider to record the payments on an **outstanding account**. By default, the :guilabel:`Bank` journal is added as the payment journal for all payment providers. To modify it, go to the :guilabel:`Configuration` tab of the selected payment provider and select another :guilabel:`Payment journal`." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:438 +#: ../../content/applications/finance/payment_providers.rst:439 msgid "The payment journal must be a :guilabel:`Bank` journal." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:439 +#: ../../content/applications/finance/payment_providers.rst:440 msgid "The same journal can be used for several payment providers." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:440 +#: ../../content/applications/finance/payment_providers.rst:441 msgid "Payment journals must only be configured if the :doc:`Invoicing or Accounting app ` is installed." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:444 +#: ../../content/applications/finance/payment_providers.rst:445 msgid "Accounting perspective" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:446 +#: ../../content/applications/finance/payment_providers.rst:447 msgid "From an accounting perspective, there are two types of online payment workflows: the payments that are directly deposited into your bank account and follow the usual :doc:`reconciliation ` workflow, and those coming from third-party :ref:`online payment providers ` and require you to follow another accounting workflow. For these payments, you need to consider how you want to record your payments' journal entries. We recommend you ask your accountant for advice." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:453 -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." +#: ../../content/applications/finance/payment_providers.rst:454 +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 msgid "Define an outstanding account for a payment provider." msgstr "" -#: ../../content/applications/finance/payment_providers.rst:462 +#: ../../content/applications/finance/payment_providers.rst:463 msgid ":doc:`payment_providers/wire_transfer`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:463 +#: ../../content/applications/finance/payment_providers.rst:464 msgid ":doc:`payment_providers/sdd`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:464 +#: ../../content/applications/finance/payment_providers.rst:465 msgid ":doc:`payment_providers/adyen`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:465 +#: ../../content/applications/finance/payment_providers.rst:466 msgid ":doc:`payment_providers/authorize`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:466 +#: ../../content/applications/finance/payment_providers.rst:467 msgid ":doc:`payment_providers/asiapay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:467 +#: ../../content/applications/finance/payment_providers.rst:468 msgid ":doc:`payment_providers/buckaroo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:468 +#: ../../content/applications/finance/payment_providers.rst:469 msgid ":doc:`payment_providers/demo`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:469 +#: ../../content/applications/finance/payment_providers.rst:470 msgid ":doc:`payment_providers/mercado_pago`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:470 +#: ../../content/applications/finance/payment_providers.rst:471 msgid ":doc:`payment_providers/mollie`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:471 +#: ../../content/applications/finance/payment_providers.rst:472 msgid ":doc:`payment_providers/nuvei`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:472 +#: ../../content/applications/finance/payment_providers.rst:473 msgid ":doc:`payment_providers/paypal`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:473 +#: ../../content/applications/finance/payment_providers.rst:474 msgid ":doc:`payment_providers/razorpay`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:474 +#: ../../content/applications/finance/payment_providers.rst:475 msgid ":doc:`payment_providers/stripe`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:475 +#: ../../content/applications/finance/payment_providers.rst:476 msgid ":doc:`payment_providers/worldline`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:476 +#: ../../content/applications/finance/payment_providers.rst:477 msgid ":doc:`payment_providers/xendit`" msgstr "" -#: ../../content/applications/finance/payment_providers.rst:477 +#: ../../content/applications/finance/payment_providers.rst:478 msgid ":doc:`accounting/bank`" msgstr "" @@ -38035,7 +38339,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/nuvei.rst:87 #: ../../content/applications/finance/payment_providers/paypal.rst:80 -#: ../../content/applications/finance/payment_providers/razorpay.rst:54 +#: ../../content/applications/finance/payment_providers/razorpay.rst:86 #: ../../content/applications/finance/payment_providers/sdd.rst:58 #: ../../content/applications/finance/payment_providers/stripe.rst:118 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:58 @@ -38300,7 +38604,6 @@ msgstr "" #: ../../content/applications/finance/payment_providers/flutterwave.rst:36 #: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 #: ../../content/applications/finance/payment_providers/nuvei.rst:42 -#: ../../content/applications/finance/payment_providers/razorpay.rst:44 #: ../../content/applications/finance/payment_providers/worldline.rst:68 #: ../../content/applications/finance/payment_providers/xendit.rst:55 msgid "Configure the rest of the options to your liking." @@ -39034,59 +39337,123 @@ msgid "Razorpay" msgstr "" #: ../../content/applications/finance/payment_providers/razorpay.rst:5 -msgid "`Razorpay `_ is an online payments provider established in India and covering more than 100 payment methods." +msgid "`Razorpay `_ is an online payments provider established in India that supports more than 100 payment methods." msgstr "" #: ../../content/applications/finance/payment_providers/razorpay.rst:11 -msgid "Configuration on Razorpay Dashboard" +msgid "Create a Razorpay account with Odoo (Indian companies only)" +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:14 +msgid "This method is only available for Indian companies." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:15 +msgid "This flow does not support the :ref:`test mode `." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:17 +msgid ":ref:`Navigate to the Razorpay payment provider ` and click :guilabel:`Connect`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:13 -msgid "Log into `Razorpay Dashboard `_ and go to :menuselection:`Settings --> API Keys`. Generate the new keys and copy the values of the :guilabel:`Key Id` and :guilabel:`Secret Key` fields and save them for later." +#: ../../content/applications/finance/payment_providers/razorpay.rst:19 +msgid "Go through the account creation process and enter the verification codes when prompted." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:22 +msgid "If you already have a Razorpay account, enter your Razorpay credentials, select the account you want to link to your Odoo database (if applicable), then click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:25 +msgid "At the end of the process, click :guilabel:`Authorize`. If all required information has been submitted, you are then redirected to Odoo, and the payment provider is :guilabel:`Enabled`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:32 +msgid "Manual credentials and webhook input" +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:37 +msgid "Razorpay configuration" +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:39 +msgid "`Create a Razorpay account `_ if necessary and log into the `Razorpay Dashboard `_." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:41 +msgid "Go to the :guilabel:`Payments` tab at the top of the page." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:42 +msgid "Toggle the :guilabel:`Test Mode` switch in the left menu to try the integration without charging customers. Toggle it off once you are ready to accept real payments." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:44 +msgid "Click :guilabel:`Account & Settings` in the left menu, then, under :guilabel:`Website and app settings`, select `API Keys `_." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:46 +msgid "Copy the values of the :guilabel:`Key Id` and :guilabel:`Secret Key` fields and save them for later." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:48 +msgid "Click :guilabel:`Account & Settings` in the left menu, then, under :guilabel:`Website and app settings`, select `Webhooks `_." msgstr "" #: ../../content/applications/finance/payment_providers/razorpay.rst:0 -msgid "Go to :menuselection:`Settings --> Webhooks`, click on :guilabel:`Create New Webhook`, and enter your Odoo database URL followed by `/payment/razorpay/webhook` in the :guilabel:`Webhook URL` text field." +msgid "Click :guilabel:`Add New Webhook`, then enter your Odoo database URL followed by `/payment/razorpay/webhook` in the :guilabel:`Webhook URL` field." msgstr "" #: ../../content/applications/finance/payment_providers/razorpay.rst:0 msgid "For example: `https://example.odoo.com/payment/razorpay/webhook`." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:20 +#: ../../content/applications/finance/payment_providers/razorpay.rst:53 msgid "Fill the :guilabel:`Secret` field with a password of your choice and save it for later." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:21 -msgid "Make sure the :guilabel:`payment.authorized`, :guilabel:`payment.captured`, :guilabel:`payment.failed`, :guilabel:`refund.failed` and :guilabel:`refund.processed` checkboxes are ticked." +#: ../../content/applications/finance/payment_providers/razorpay.rst:54 +msgid "Enable the following events: :guilabel:`payment.authorized`, :guilabel:`payment.captured`, :guilabel:`payment.failed`, :guilabel:`refund.failed`, and :guilabel:`refund.processed`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:56 +msgid "Click :guilabel:`Create Webhook` to finalize the configuration." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:24 -msgid "Click on :guilabel:`Create Webhook` to finalize the configuration." +#: ../../content/applications/finance/payment_providers/razorpay.rst:61 +msgid "The `Recurring payments `_ feature must be activated to accept recurring payments. To enable this feature, submit a request to the `Razorpay Support team `_." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:29 -msgid "The :guilabel:`Recurring payments` feature must be activated if you want to make recurring payments. Send a request to the `Razorpay Support team `_ to enable recurring payments." +#: ../../content/applications/finance/payment_providers/razorpay.rst:70 +msgid "Activate :ref:`developer mode `." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:39 -msgid ":ref:`Navigate to the payment provider Razorpay ` and change its state to :guilabel:`Enabled`." +#: ../../content/applications/finance/payment_providers/razorpay.rst:71 +msgid ":ref:`Navigate to the Razorpay payment provider `." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:41 -msgid "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, :guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you saved at the step :ref:`payment_providers/razorpay/configure_dashboard`." +#: ../../content/applications/finance/payment_providers/razorpay.rst:72 +msgid "In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, :guilabel:`Key Secret`, and :guilabel:`Webhook Secret` with the values you saved during :ref:`payment_providers/razorpay/configure_dashboard`." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:75 +msgid "Configure the remaining options as needed." +msgstr "" + +#: ../../content/applications/finance/payment_providers/razorpay.rst:76 +msgid "Set the :guilabel:`State` field to :guilabel:`Enabled` (or :guilabel:`Test Mode` if you are trying Razorpay as a :ref:`test `)." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:47 -msgid "If you configure Odoo to capture amounts manually:" +#: ../../content/applications/finance/payment_providers/razorpay.rst:80 +msgid "If you configure Odoo to :ref:`capture amounts manually `:" msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:49 -msgid "Be aware that the **manual voiding** of a transaction is not supported by Razorpay." +#: ../../content/applications/finance/payment_providers/razorpay.rst:82 +msgid "**Manual voiding** of a transaction is not supported by Razorpay." msgstr "" -#: ../../content/applications/finance/payment_providers/razorpay.rst:50 -msgid "After **five days**, if the transaction hasn't been captured yet, it'll automatically be **voided**." +#: ../../content/applications/finance/payment_providers/razorpay.rst:83 +msgid "Transactions that remain uncaptured for more than **five days** are automatically **voided**." msgstr "" #: ../../content/applications/finance/payment_providers/sdd.rst:3 diff --git a/locale/sources/general.pot b/locale/sources/general.pot index cbf4c192db..437c47e586 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: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -229,7 +229,7 @@ msgstr "" #: ../../content/applications/general/companies.rst:57 #: ../../content/applications/general/users.rst:5 -#: ../../content/applications/general/users/access_rights.rst:32 +#: ../../content/applications/general/users/access_rights.rst:34 msgid "Users" msgstr "" @@ -2105,7 +2105,7 @@ msgid "`GoDaddy TXT record msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:141 -msgid "`GoDaddy CNAME record `_" +msgid "`GoDaddy SPF, DKIM, or DMARC records `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:142 @@ -6736,7 +6736,7 @@ msgid "To install the Windows virtual IoT on a Windows computer:" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:37 -msgid "Access `Odoo's download page `_ and download the Odoo installation package for Windows **matching your database's version**." +msgid "Access `Odoo's download page `_ and download the **Community** edition of Odoo for Windows **matching your database's version**." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:39 @@ -7323,11 +7323,11 @@ msgstr "" msgid "Once complete, click :guilabel:`Save` to save the changes, and implement the user as an administrator." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:34 +#: ../../content/applications/general/users/access_rights.rst:36 msgid "The access rights for :ref:`individual users ` are set when the user is added to the database, but they can be adjusted at any point in the user's profile." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:37 +#: ../../content/applications/general/users/access_rights.rst:39 msgid "To make changes to a user's rights, click on the desired user to edit their profile." msgstr "" @@ -7335,15 +7335,15 @@ msgstr "" msgid "Users menu in the Users & Companies section of the Settings app of Odoo." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:42 +#: ../../content/applications/general/users/access_rights.rst:44 msgid "On the user's profile page, in the :guilabel:`Access Rights` tab, scroll down to view the current permissions." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:45 +#: ../../content/applications/general/users/access_rights.rst:47 msgid "For each app, use the drop-down menu to select what level of permission this user should have. The options vary for each section, yet the most common are: :guilabel:`Blank/None`, :guilabel:`User: Own Documents`, :guilabel:`User: All Documents`, or :guilabel:`Administrator`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:49 +#: ../../content/applications/general/users/access_rights.rst:51 msgid "The :guilabel:`Administration` field in the :guilabel:`Access Rights` tab has the following options: :guilabel:`Settings` or :guilabel:`Access Rights`." msgstr "" @@ -7351,15 +7351,15 @@ msgstr "" msgid "The Sales apps drop-down menu to set the user's level of permissions." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:58 +#: ../../content/applications/general/users/access_rights.rst:60 msgid "Create and modify groups" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:60 +#: ../../content/applications/general/users/access_rights.rst:62 msgid "*Groups* are app-specific sets of permissions that are used to manage common access rights for a large amount of users. Administrators can modify the existing groups in Odoo, or create new ones to define rules for models within an application." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:64 +#: ../../content/applications/general/users/access_rights.rst:66 msgid "To access groups, first activate Odoo's :ref:`developer mode `, then go to :menuselection:`Settings app --> Users & Companies --> Groups`." msgstr "" @@ -7367,23 +7367,23 @@ msgstr "" msgid "Groups menu in the Users & Companies section of the Settings app of Odoo." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:70 +#: ../../content/applications/general/users/access_rights.rst:72 msgid "To create a new group from the :guilabel:`Groups` page, click :guilabel:`Create`. Then, from the blank group form, select an :guilabel:`Application`, and complete the group form (detailed below)." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:73 +#: ../../content/applications/general/users/access_rights.rst:75 msgid "To modify existing groups, click on an existing group from the list displayed on the :guilabel:`Groups` page, and edit the contents of the form." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:76 +#: ../../content/applications/general/users/access_rights.rst:78 msgid "Enter a :guilabel:`Name` for the group and tick the checkbox next to :guilabel:`Share Group`, if this group was created to set access rights for sharing data with some users." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:80 +#: ../../content/applications/general/users/access_rights.rst:82 msgid "Always test the settings being changed to ensure they are being applied to the correct users." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:82 +#: ../../content/applications/general/users/access_rights.rst:84 msgid "The group form contains multiple tabs for managing all elements of the group. In each tab, click :guilabel:`Add a line` to add a new row for users or rules, and click the :icon:`fa-times` :guilabel:`(cancel)` icon to remove a row." msgstr "" @@ -7391,55 +7391,55 @@ msgstr "" msgid "Tabs in the Groups form to modify the settings of the group." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:89 +#: ../../content/applications/general/users/access_rights.rst:91 msgid ":guilabel:`Users` tab: lists the current users in the group. Users listed in black have administrative rights. Users without administrative access appear in blue. Click :guilabel:`Add a line` to add users to this group." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:92 +#: ../../content/applications/general/users/access_rights.rst:94 msgid ":guilabel:`Inherited` tab: Inherited means that users added to this group are automatically added to the groups listed on this tab. Click :guilabel:`Add a line` to add inherited groups." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:96 +#: ../../content/applications/general/users/access_rights.rst:98 msgid "For example, if the group *Sales/Administrator* lists the group *Website/Restricted Editor* in its :guilabel:`Inherited` tab, then any users added to the *Sales/Administrator* group automatically receive access to the *Website/Restricted Editor* group, as well." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:100 +#: ../../content/applications/general/users/access_rights.rst:102 msgid ":guilabel:`Menus` tab: defines which models the group can have access to. Click :guilabel:`Add a line` to add a specific menu." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:102 +#: ../../content/applications/general/users/access_rights.rst:104 msgid ":guilabel:`Views` tab: lists which views in Odoo the group has access to. Click :guilabel:`Add a line` to add a view to the group." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:104 +#: ../../content/applications/general/users/access_rights.rst:106 msgid ":guilabel:`Access Rights` tab: lists the first level of rights (models) that this group has. The :guilabel:`Name` column represents the name for the current group's access to the model selected in the :guilabel:`Model` column." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:108 +#: ../../content/applications/general/users/access_rights.rst:110 msgid "To link a new access right to a group, click :guilabel:`Add a line`. Select the appropriate model from the :guilabel:`Model` drop-down, then enter a name for the access right in the :guilabel:`Name` column. For each model, enable the following options as appropriate:" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:112 +#: ../../content/applications/general/users/access_rights.rst:114 msgid ":guilabel:`Read`: Users can see the object's existing values." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:113 +#: ../../content/applications/general/users/access_rights.rst:115 msgid ":guilabel:`Write`: Users can edit the object's existing values." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:114 +#: ../../content/applications/general/users/access_rights.rst:116 msgid ":guilabel:`Create`: Users can create new values for the object." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:115 +#: ../../content/applications/general/users/access_rights.rst:117 msgid ":guilabel:`Delete`: Users can delete values for the object." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:118 +#: ../../content/applications/general/users/access_rights.rst:120 msgid "While there are no conventions for naming access rights, it is advisable to choose a name that identifies its purpose." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:121 +#: ../../content/applications/general/users/access_rights.rst:123 msgid "For example, the access that purchase managers have to the :guilabel:`Contact` model could be named `res.partner.purchase.manager`. This consists of the technical name of the model, followed by a name identifying the group of users in question." msgstr "" @@ -7447,83 +7447,83 @@ msgstr "" msgid "Name of access rights to a model." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:128 +#: ../../content/applications/general/users/access_rights.rst:130 msgid "To find the model's technical name from the current view, first enter a placeholder text in the :guilabel:`Name` field, then click the :guilabel:`Model` name, then the :icon:`fa-arrow-right` :guilabel:`(Internal link)` icon." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:132 +#: ../../content/applications/general/users/access_rights.rst:134 msgid ":guilabel:`Record Rules`: lists the second layer of editing and visibility rights. :guilabel:`Record Rules` overwrite, or refine, the group's access rights. Click :guilabel:`Add a line` to add a record rule to this group. For each rule, choose values for the following options:" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:136 +#: ../../content/applications/general/users/access_rights.rst:138 msgid ":guilabel:`Apply for Read`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:137 +#: ../../content/applications/general/users/access_rights.rst:139 msgid ":guilabel:`Apply for Write`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:138 +#: ../../content/applications/general/users/access_rights.rst:140 msgid ":guilabel:`Apply for Create`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:139 +#: ../../content/applications/general/users/access_rights.rst:141 msgid ":guilabel:`Apply for Delete`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:142 +#: ../../content/applications/general/users/access_rights.rst:144 msgid "Record rules are written using a *domain*, or conditions that filter data. A domain expression is a list of such conditions. For example:" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:145 +#: ../../content/applications/general/users/access_rights.rst:147 msgid "`[('mrp_production_ids', 'in', user.partner_id.commercial_partner_id.production_ids.ids)]`" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:147 +#: ../../content/applications/general/users/access_rights.rst:149 msgid "This record rule is to enable MRP consumption warnings for subcontractors." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:149 +#: ../../content/applications/general/users/access_rights.rst:151 msgid "Odoo has a library of preconfigured record rules for ease of use. Users without knowledge of domains (and domain expressions) should consult an Odoo Business Analyst, or the Odoo Support Team, before making changes." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:156 +#: ../../content/applications/general/users/access_rights.rst:158 msgid "Superuser mode" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:158 +#: ../../content/applications/general/users/access_rights.rst:160 msgid "*Superuser mode* allows the user to bypass record rules and access rights. To activate *Superuser mode*, first, activate :ref:`developer mode `. Then, navigate to the *debug* menu, represented by a :icon:`fa-bug` :guilabel:`(debug)` icon, located in the top banner." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:162 +#: ../../content/applications/general/users/access_rights.rst:164 msgid "Finally, towards the bottom of the menu, click :guilabel:`Become Superuser`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:165 +#: ../../content/applications/general/users/access_rights.rst:167 msgid "Only users with *Settings* access for the *Administration* section of the *Access Rights* (in their user profile) are allowed to log in to *Superuser mode*." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:169 +#: ../../content/applications/general/users/access_rights.rst:171 msgid "*Superuser mode* allows for circumvention of record rules and access rights, and therefore, should be exercised with extreme caution." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:172 +#: ../../content/applications/general/users/access_rights.rst:174 msgid "Upon exiting *Superuser mode*, users may be locked out of the database, due to changes that were made. This can cause *impotent admin*, or an administrator without the ability to change access rights/settings." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:176 +#: ../../content/applications/general/users/access_rights.rst:178 msgid "In this case contact Odoo Support here: `new help ticket `_. The support team is able to restore access using a support login." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:179 +#: ../../content/applications/general/users/access_rights.rst:181 msgid "To leave *Superuser mode*, log out of the account, by navigating to the upper-right corner, and clicking on the :guilabel:`OdooBot` username. Then, select the :guilabel:`Log out` option." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:183 +#: ../../content/applications/general/users/access_rights.rst:185 msgid "An alternative way to activate *Superuser mode* is to login as a superuser. To do that, navigate to the login screen, and enter the appropriate :guilabel:`Email` and :guilabel:`Password`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:186 +#: ../../content/applications/general/users/access_rights.rst:188 msgid "Instead of clicking :guilabel:`Login`, click :guilabel:`Log in as superuser`." msgstr "" diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index 56c808fb07..febb047ee1 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1451,7 +1451,7 @@ msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:428 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:862 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1365 -#: ../../content/applications/hr/time_off.rst:528 +#: ../../content/applications/hr/time_off.rst:529 msgid "Overview" msgstr "" @@ -3134,7 +3134,7 @@ msgid "Resumé tab" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:98 -#: ../../content/applications/hr/payroll.rst:808 +#: ../../content/applications/hr/payroll.rst:672 #: ../../content/applications/hr/recruitment/recruitment-flow.rst:35 msgid "Resumé" msgstr "" @@ -3868,8 +3868,8 @@ msgstr "" #: ../../content/applications/hr/fleet/accidents.rst:48 #: ../../content/applications/hr/frontdesk.rst:35 #: ../../content/applications/hr/lunch/products.rst:12 -#: ../../content/applications/hr/payroll.rst:828 -#: ../../content/applications/hr/time_off.rst:251 +#: ../../content/applications/hr/payroll.rst:692 +#: ../../content/applications/hr/time_off.rst:252 msgid "Enter the following information on the form:" msgstr "" @@ -3970,7 +3970,7 @@ msgid "The employee form loads, displaying all their information. Click the :ico msgstr "" #: ../../content/applications/hr/employees/offboarding.rst:169 -#: ../../content/applications/hr/time_off.rst:308 +#: ../../content/applications/hr/time_off.rst:309 msgid "Fill out the following fields on the form:" msgstr "" @@ -4822,7 +4822,7 @@ msgid ":guilabel:`Trailer Hitch`: Tick this checkbox if the vehicle has a traile msgstr "" #: ../../content/applications/hr/fleet/models.rst:90 -#: ../../content/applications/hr/payroll.rst:358 +#: ../../content/applications/hr/payroll.rst:222 msgid "Salary" msgstr "" @@ -7058,211 +7058,35 @@ msgid ":guilabel:`Payslip PDF Display`: enable this option to show the payslip's msgstr "" #: ../../content/applications/hr/payroll.rst:67 -#: ../../content/applications/hr/payroll/contracts.rst:3 -#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:77 -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:52 -msgid "Contracts" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:69 -msgid "In order for an employee to be paid, they **must** have an active contract for a specific type of employment. Creating and viewing contract templates, and creating and viewing employment types, is possible from this section of the configuration header menu." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:76 -msgid "Templates" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:78 -msgid "Contract templates are used when sending an offer to a candidate. The contract template forms the basis of an offer, and can be modified for specific candidates or employees, when necessary. If a contract template is created or modified in the *Payroll* application, the changes are also reflected in the *Recruitment* application." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:84 -msgid "To access contract templates, the *Salary Configurator* (`hr_contract_salary`) module **must** be :ref:`installed `." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:87 -msgid "To view all the current contract templates in the database, navigate to :menuselection:`Payroll app --> Configuration --> Contracts: Templates`." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:90 -msgid "On the :guilabel:`Contract Templates` page, all current contract templates appear in a list view. To view the details of a contract template, click anywhere on the line to open the contract form. The contract template can be modified from this form. Proceed to make any desired changes to the contract." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:95 -msgid "To create a new contract template, click the :guilabel:`New` button. Then, enter the following information on the blank contract template form that appears:" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:98 -msgid ":guilabel:`Contract Reference`: enter a brief description for the template. This should be clear and easily understood, as this name appears in the *Recruitment* application, as well." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:100 -msgid ":guilabel:`Working Schedule`: select the desired working schedule the contract applies to from the drop-down menu. If a new working schedule is needed, create a :ref:`new working schedule `." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:103 -msgid ":guilabel:`Work Entry Source`: select how the work entries are generated. Choices are either:" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:105 -msgid ":guilabel:`Working Schedule`: work entries are generated based on the selected working schedule." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:106 -msgid ":guilabel:`Attendances`: work entries are generated based on the employee's attendance, as they are logged in the *Attendances* application. Refer to the :ref:`Attendances ` documentation for information on checking in and out." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:109 -msgid ":guilabel:`Planning`: work entries are generated based on the employee's planning in the *Planning* application." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:112 -msgid ":guilabel:`Salary Structure Type`: select the :ref:`salary structure type ` from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:114 -msgid ":guilabel:`Department`: select the department the contract template applies to from the drop-down menu. If blank, the template applies to all departments." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:116 -msgid ":guilabel:`Job Position`: select the :ref:`job position ` the contract template applies to from the drop-down menu. If blank, the template applies to all job positions." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:118 -msgid ":guilabel:`Wage on Payroll`: enter the monthly wage in the field." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:119 -msgid ":guilabel:`Contract Type`: select the type of contract from the drop-down menu. This list is the same as the :ref:`Employment Types `." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:121 -msgid ":guilabel:`HR Responsible`: select the employee responsible for validating contracts, using this template, from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:123 -msgid ":guilabel:`New Contract Document Template`: select a default document that a new employee has to sign to accept an offer." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:125 -msgid ":guilabel:`Contract Update Document Template`: select a default document that a current employee has to sign to update their contract." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:-1 -msgid "A new contract template form, with the fields filled in." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:133 -#: ../../content/applications/hr/payroll/contracts.rst:117 -msgid "Salary information tab" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:135 -msgid ":guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage` from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:137 -msgid ":guilabel:`Schedule Pay`: using the drop-down menu, select how often the employee is paid. Options include :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:141 -msgid ":guilabel:`Wage`: enter the gross wage. The time period presented in this field is based on what is selected for the :guilabel:`Scheduled Pay` field. It is recommended to populate the :guilabel:`Yearly Cost (Real)` field *first*, since that entry updates this field automatically." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:144 -msgid ":guilabel:`Yearly Cost (Real)`: enter the total yearly cost the employee costs the employer. When this value is entered, the :guilabel:`Monthly Cost (Real)` is automatically updated." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:146 -msgid ":guilabel:`Monthly Cost (Real)`: this field is **not** editable. The value is automatically populated after the :guilabel:`Yearly Cost (Real)` is entered." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:150 -msgid "The :guilabel:`Schedule Pay`, :guilabel:`Wage`, and :guilabel:`Yearly Cost (Real)` fields are all linked. If any of these fields are updated, the other two fields automatically update to reflect the change. It is best practice to check these three fields if any modifications have been made, to ensure they are accurate." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:-1 -msgid "The salary information tab, with the fields filled in." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:160 -msgid "Pre-tax benefits and post-tax deductions" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:162 -msgid "Depending on the localization settings set for the company, the entries presented in this section either vary, or may not appear at all." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:165 -msgid "For example, some entries may pertain to retirement accounts, health insurance benefits, and commuter benefits." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:168 -msgid "Enter the monetary amounts or percentages to specify how much of the employee's salary goes to the various benefits and/or deductions." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:174 -msgid "Employment types" -msgstr "" - -#: ../../content/applications/hr/payroll.rst:176 -msgid "To view all the pre-configured employment types, navigate to :menuselection:`Payroll application --> Configuration --> Contracts: Employment Types`." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:179 -msgid "The employment types are presented in a list view on the :guilabel:`Employment Types` page." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:181 -msgid "The default employment types are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Interim`, :guilabel:`Full-Time`, :guilabel:`Part-Time`, and :guilabel:`Permanent`." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:184 -msgid "To make a new employment type, click the :guilabel:`New` button in the upper-left corner, and a blank line appears at the bottom of the :guilabel:`Employment Types` page." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:187 -msgid "On this new blank line, enter the name of the employment type in the :guilabel:`Name` column. If the employment type is country-specific, select the country using the drop-down menu in the :guilabel:`Country` column. If a country is selected, then the employment type is *only* applicable for that specific country." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:192 -msgid "To rearrange the order of the employment types, click the :guilabel:`six small gray boxes` icon to the left of the employment type :guilabel:`Name`, and drag the line to the desired position on the list." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:-1 -msgid "The employment types in the database by default, in a list view." -msgstr "" - -#: ../../content/applications/hr/payroll.rst:203 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:29 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2766 #: ../../content/applications/hr/payroll/work_entries.rst:3 msgid "Work entries" msgstr "" -#: ../../content/applications/hr/payroll.rst:205 +#: ../../content/applications/hr/payroll.rst:69 msgid "A *work entry* is an individual record on an employee's timesheet. Work entries can be configured to account for all types of work and time off, such as :guilabel:`Attendance`, :guilabel:`Sick Time Off`, :guilabel:`Training`, or :guilabel:`Public Holiday`." msgstr "" -#: ../../content/applications/hr/payroll.rst:210 +#: ../../content/applications/hr/payroll.rst:74 msgid ":doc:`Manage work entries `" msgstr "" -#: ../../content/applications/hr/payroll.rst:213 +#: ../../content/applications/hr/payroll.rst:77 #: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:786 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:2776 msgid "Work entry types" msgstr "" -#: ../../content/applications/hr/payroll.rst:215 +#: ../../content/applications/hr/payroll.rst:79 msgid "When creating a work entry in the *Payroll* application, or when an employee enters new time off types in *Time Off* application, a :guilabel:`Work Entry Type` needs to be selected. The list of :guilabel:`Work Entry Types` is automatically created based on localization settings set in the database." msgstr "" -#: ../../content/applications/hr/payroll.rst:220 +#: ../../content/applications/hr/payroll.rst:84 msgid "To view the current work entry types available, go to :menuselection:`Payroll app --> Configuration --> Work Entries --> Work Entry Types`." msgstr "" -#: ../../content/applications/hr/payroll.rst:223 +#: ../../content/applications/hr/payroll.rst:87 msgid "Each work entry type has a code to aid in the creation of payslips, and to ensure all taxes and fees are correctly entered." msgstr "" @@ -7270,105 +7094,105 @@ msgstr "" msgid "List of all work entry types currently available for use, with the payroll code and color." msgstr "" -#: ../../content/applications/hr/payroll.rst:231 +#: ../../content/applications/hr/payroll.rst:95 msgid "New work entry type" msgstr "" -#: ../../content/applications/hr/payroll.rst:233 +#: ../../content/applications/hr/payroll.rst:97 msgid "To create a new :guilabel:`Work Entry Type`, click the :guilabel:`New` button, and enter the information for the following sections on the form." msgstr "" -#: ../../content/applications/hr/payroll.rst:237 -#: ../../content/applications/hr/payroll.rst:665 +#: ../../content/applications/hr/payroll.rst:101 +#: ../../content/applications/hr/payroll.rst:529 #: ../../content/applications/hr/payroll/contracts.rst:50 msgid "General information section" msgstr "" -#: ../../content/applications/hr/payroll.rst:239 +#: ../../content/applications/hr/payroll.rst:103 msgid ":guilabel:`Work Entry Type Name`: the name should be short and descriptive, such as `Sick Time` or `Public Holiday`." msgstr "" -#: ../../content/applications/hr/payroll.rst:241 +#: ../../content/applications/hr/payroll.rst:105 msgid ":guilabel:`Payroll Code`: this code appears with the work entry type on timesheets and payslips. Since the code is used in conjunction with the *Accounting* application, it is advised to check with the accounting department for a code to use." msgstr "" -#: ../../content/applications/hr/payroll.rst:244 +#: ../../content/applications/hr/payroll.rst:108 msgid ":guilabel:`External Code`: this code is used for exporting data to a third-party payroll service. Check with the third-party being used to determine the :guilabel:`External Code` to enter for the new work entry type." msgstr "" -#: ../../content/applications/hr/payroll.rst:247 +#: ../../content/applications/hr/payroll.rst:111 msgid ":guilabel:`Color`: select a color for the particular work entry type." msgstr "" -#: ../../content/applications/hr/payroll.rst:250 +#: ../../content/applications/hr/payroll.rst:114 msgid "Display in payslip section" msgstr "" -#: ../../content/applications/hr/payroll.rst:252 +#: ../../content/applications/hr/payroll.rst:116 msgid ":guilabel:`Rounding`: the rounding method selected determines how quantities on timesheet entries are displayed on the payslip." msgstr "" -#: ../../content/applications/hr/payroll.rst:255 +#: ../../content/applications/hr/payroll.rst:119 msgid ":guilabel:`No Rounding`: entry is not modified." msgstr "" -#: ../../content/applications/hr/payroll.rst:256 +#: ../../content/applications/hr/payroll.rst:120 msgid ":guilabel:`Half Day`: entry is rounded to the closest half day amount." msgstr "" -#: ../../content/applications/hr/payroll.rst:257 +#: ../../content/applications/hr/payroll.rst:121 msgid ":guilabel:`Day`: entry is rounded to the closest full day amount." msgstr "" -#: ../../content/applications/hr/payroll.rst:260 +#: ../../content/applications/hr/payroll.rst:124 msgid "If the working time is set to an 8-hour work day (40-hour work week), and an employee enters a time of 5.5 hours on a work entry, and :guilabel:`Rounding` is set to :guilabel:`No Rounding`, the entry remains 5.5 hours. If :guilabel:`Rounding` is set to :guilabel:`Half Day`, the entry is changed to 4 hours. If it is set to :guilabel:`Day`, it is changed to 8 hours." msgstr "" -#: ../../content/applications/hr/payroll.rst:266 +#: ../../content/applications/hr/payroll.rst:130 msgid "Unpaid section" msgstr "" -#: ../../content/applications/hr/payroll.rst:268 +#: ../../content/applications/hr/payroll.rst:132 msgid ":guilabel:`Unpaid in Structures Types`: if the work entry is for work that is not paid, specify which pay structure the unpaid work entry applies to from the drop-down menu. Some situations where work is logged on a payslip, but no compensation given would be for unpaid internships, unpaid training, or volunteer work." msgstr "" -#: ../../content/applications/hr/payroll.rst:274 +#: ../../content/applications/hr/payroll.rst:138 msgid "Valid for advantages section" msgstr "" -#: ../../content/applications/hr/payroll.rst:276 +#: ../../content/applications/hr/payroll.rst:140 msgid ":guilabel:`Meal Voucher`: if the work entry should count towards a meal voucher, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:277 +#: ../../content/applications/hr/payroll.rst:141 msgid ":guilabel:`Representation Fees`: if the work entry should count towards representation fees, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:279 +#: ../../content/applications/hr/payroll.rst:143 msgid ":guilabel:`Private Car Reimbursement`: if the work entry should count towards a private car reimbursement, check the box." msgstr "" -#: ../../content/applications/hr/payroll.rst:283 +#: ../../content/applications/hr/payroll.rst:147 msgid "Time off options section" msgstr "" -#: ../../content/applications/hr/payroll.rst:285 +#: ../../content/applications/hr/payroll.rst:149 msgid ":guilabel:`Time Off`: check this box if the work entry type can be selected for a time off request, or entry, in the *Time Off* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:288 +#: ../../content/applications/hr/payroll.rst:152 msgid "If :guilabel:`Time Off` is checked, a :guilabel:`Time Off Type` field appears. This field has a drop-down menu to select the specific types of time off, such as `Paid Time Off`, `Sick Time Off`, or `Extra Hours`, for example." msgstr "" -#: ../../content/applications/hr/payroll.rst:292 +#: ../../content/applications/hr/payroll.rst:156 msgid "A new type of time off can be entered in the field, if the listed types of time off in the drop-down menu do **not** display the type of time off needed." msgstr "" -#: ../../content/applications/hr/payroll.rst:296 +#: ../../content/applications/hr/payroll.rst:160 msgid "Reporting section" msgstr "" -#: ../../content/applications/hr/payroll.rst:298 +#: ../../content/applications/hr/payroll.rst:162 msgid ":guilabel:`Unforeseen Absence`: if the work entry should be visible on the unforeseen absences report, check this box." msgstr "" @@ -7376,23 +7200,23 @@ msgstr "" msgid "New work entry type form with all fields to be filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:308 +#: ../../content/applications/hr/payroll.rst:172 msgid "Working schedules" msgstr "" -#: ../../content/applications/hr/payroll.rst:310 +#: ../../content/applications/hr/payroll.rst:174 msgid "To view the currently configured working schedules, go to :menuselection:`Payroll app --> Configuration --> Work Entries --> Working Schedules`. The working schedules that are available for an employee's contracts are found in this list." msgstr "" -#: ../../content/applications/hr/payroll.rst:314 +#: ../../content/applications/hr/payroll.rst:178 msgid "Working schedules are company-specific. Each company **must** identify each type of working schedule they use. If the database is created for only one company, the company column is not available." msgstr "" -#: ../../content/applications/hr/payroll.rst:318 +#: ../../content/applications/hr/payroll.rst:182 msgid "An Odoo database containing multiple companies that use a standard 40-hour work week needs to have a separate working schedule entry for each company that uses the 40-hour standard work week." msgstr "" -#: ../../content/applications/hr/payroll.rst:321 +#: ../../content/applications/hr/payroll.rst:185 msgid "A database with five companies that all use a standard 40-hour work week needs to have five separate 40-hour working schedules configured." msgstr "" @@ -7400,27 +7224,27 @@ msgstr "" msgid "All working schedules available to use currently set up in the database for the company." msgstr "" -#: ../../content/applications/hr/payroll.rst:331 +#: ../../content/applications/hr/payroll.rst:195 msgid "New working schedule" msgstr "" -#: ../../content/applications/hr/payroll.rst:333 +#: ../../content/applications/hr/payroll.rst:197 msgid "To create a new working schedule, click the :guilabel:`New` button, and enter the information on the form." msgstr "" -#: ../../content/applications/hr/payroll.rst:336 +#: ../../content/applications/hr/payroll.rst:200 msgid "The fields are auto-populated for a regular 40-hour work week but can be modified. First, change the name of the working time by modifying the text in the :guilabel:`Name` field. Next, make any adjustments to the days and times that apply to the new working time." msgstr "" -#: ../../content/applications/hr/payroll.rst:340 +#: ../../content/applications/hr/payroll.rst:204 msgid "In the :guilabel:`Working Hours` tab, modify the :guilabel:`Day of Week`, :guilabel:`Day Period`, and :guilabel:`Work Entry Type` selections by clicking on the drop-down menus in each column and making the desired selection. The :guilabel:`Work From` and :guilabel:`Work To` columns are modified by typing in the time." msgstr "" -#: ../../content/applications/hr/payroll.rst:346 +#: ../../content/applications/hr/payroll.rst:210 msgid "The :guilabel:`Work From` and :guilabel:`Work To` times must be in a 24-hour format. For example, `2:00 PM` would be entered as `14:00`." msgstr "" -#: ../../content/applications/hr/payroll.rst:349 +#: ../../content/applications/hr/payroll.rst:213 msgid "If the working time should be in a two-week configuration, click the :guilabel:`Switch to 2 weeks calendar` button in the top-left. This creates entries for an :guilabel:`Even week` and an :guilabel:`Odd week`." msgstr "" @@ -7428,31 +7252,31 @@ msgstr "" msgid "New working schedule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:363 +#: ../../content/applications/hr/payroll.rst:227 msgid "Structure types" msgstr "" -#: ../../content/applications/hr/payroll.rst:365 +#: ../../content/applications/hr/payroll.rst:229 msgid "In Odoo, structure types are used to identify group of people referring to the same payroll rules. A structure type contains specific options and a subset of structures that will be used according the situation." msgstr "" -#: ../../content/applications/hr/payroll.rst:369 +#: ../../content/applications/hr/payroll.rst:233 msgid "In Odoo, an employee's payslip is based on *structures* and *structure types*, which both affect how an employee enters timesheets. Each structure type is an individual set of rules for processing a timesheet entry, which consists of different structures nested within it. Structure types define how often an employee gets paid, the working hours, and if wages are based on a salary (fixed) or how many hours the employee worked (varied)." msgstr "" -#: ../../content/applications/hr/payroll.rst:375 +#: ../../content/applications/hr/payroll.rst:239 msgid "For example, a structure type could be `Employee`, and that structure type could have two different structures in it: a `Regular Pay` structure which includes all the separate rules for processing regular pay, as well as a structure for an `End of Year Bonus` which includes the rules only for the end of year bonus. Both the `Regular Pay` structure and `End of Year Bonus` structure are structures within the `Employee` structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:381 +#: ../../content/applications/hr/payroll.rst:245 msgid "The different :guilabel:`Structure Types` can be seen by navigating to :menuselection:`Payroll app --> Configuration --> Salary: Structure Types`." msgstr "" -#: ../../content/applications/hr/payroll.rst:384 +#: ../../content/applications/hr/payroll.rst:248 msgid "Two default structure types are configured in Odoo: :guilabel:`Employee` and :guilabel:`Worker`." msgstr "" -#: ../../content/applications/hr/payroll.rst:386 +#: ../../content/applications/hr/payroll.rst:250 msgid "Typically, :guilabel:`Employee` is used for salaried employees, which is why the wage type is :guilabel:`Monthly Fixed Wage`, and :guilabel:`Worker` is typically used for employees paid by the hour, so the wage type is :guilabel:`Hourly Wage`." msgstr "" @@ -7460,59 +7284,59 @@ msgstr "" msgid "List of all currently configured structure types available to use." msgstr "" -#: ../../content/applications/hr/payroll.rst:397 +#: ../../content/applications/hr/payroll.rst:261 msgid "New structure type" msgstr "" -#: ../../content/applications/hr/payroll.rst:399 +#: ../../content/applications/hr/payroll.rst:263 msgid "To make a new structure type, click the :guilabel:`New` button, and a blank structure type form appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:402 +#: ../../content/applications/hr/payroll.rst:266 msgid "Proceed to enter information in the fields. Most fields are pre-populated, but all the fields can be modified." msgstr "" -#: ../../content/applications/hr/payroll.rst:405 +#: ../../content/applications/hr/payroll.rst:269 msgid ":guilabel:`Structure Type`: enter the name for the new structure type, such as `Employee` or `Worker`." msgstr "" -#: ../../content/applications/hr/payroll.rst:407 +#: ../../content/applications/hr/payroll.rst:271 msgid ":guilabel:`Country`: select the country that the new structure type applies to from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:409 +#: ../../content/applications/hr/payroll.rst:273 msgid ":guilabel:`Wage Type`: select what type of wage the new structure type uses, either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:412 +#: ../../content/applications/hr/payroll.rst:276 msgid "If the type is to be used for salaried employees, who receive the same wage every pay period, select :guilabel:`Fixed Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:415 +#: ../../content/applications/hr/payroll.rst:279 msgid "If the type is to be used for employees, who receive wages based on how many hours they worked during a pay period, select :guilabel:`Hourly Wage`." msgstr "" -#: ../../content/applications/hr/payroll.rst:417 +#: ../../content/applications/hr/payroll.rst:281 msgid ":guilabel:`Default Scheduled Pay`: select the typical pay schedule for the new structure type from the drop-down menu. Options are :guilabel:`Monthly`, :guilabel:`Quarterly`, :guilabel:`Semi-annually`, :guilabel:`Annually`, :guilabel:`Weekly`, :guilabel:`Bi-weekly`, :guilabel:`Bi-monthly`. This indicates how often this specific type of structure is paid out." msgstr "" -#: ../../content/applications/hr/payroll.rst:421 +#: ../../content/applications/hr/payroll.rst:285 msgid ":guilabel:`Default Working Hours`: select the default working hours for the new structure type from the drop-down menu. All available working hours for the currently selected company appear in the drop-down menu. The default working hours that are pre-configured in Odoo is the :guilabel:`Standard 40 hours/week` option. If the needed working hours do not appear in the list, a :ref:`new set of default working hours can be created `." msgstr "" -#: ../../content/applications/hr/payroll.rst:426 +#: ../../content/applications/hr/payroll.rst:290 msgid ":guilabel:`Regular Pay Structure`: type in the name for the regular pay structure. It will be used as the default option when generating payslips." msgstr "" -#: ../../content/applications/hr/payroll.rst:428 +#: ../../content/applications/hr/payroll.rst:292 msgid ":guilabel:`Default Work Entry Type`: For employees whose contracts is referred under this structure type, the main work entry type used for all period of work is defined here. It will commonly be set as **Attendance**, :guilabel:`Overtime Hours`, :guilabel:`Generic Time Off`, :guilabel:`Compensatory Time Off`, :guilabel:`Home Working`, :guilabel:`Unpaid`, :guilabel:`Sick Time Off`, :guilabel:`Paid Time Off`, :guilabel:`Out Of Contract`, :guilabel:`Extra Hours`, and :guilabel:`Long Term Time Off`." msgstr "" -#: ../../content/applications/hr/payroll.rst:435 +#: ../../content/applications/hr/payroll.rst:299 msgid "To view all the options for the :guilabel:`Default Work Entry Type`, click the :guilabel:`Search More..` button at the bottom of the drop-down list." msgstr "" -#: ../../content/applications/hr/payroll.rst:438 +#: ../../content/applications/hr/payroll.rst:302 msgid "Depending on the localization settings, this list may contain more options in addition to the default options." msgstr "" @@ -7520,75 +7344,75 @@ msgstr "" msgid "New structure type form to fill out when creating a new structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:448 +#: ../../content/applications/hr/payroll.rst:312 msgid "New default working hours" msgstr "" -#: ../../content/applications/hr/payroll.rst:450 +#: ../../content/applications/hr/payroll.rst:314 msgid "To make new default working hours, type the name for the new working hours in the :guilabel:`Default Working Hours` field on the new structure type form. Click :guilabel:`Create and edit`. A default working hours form pops up. The default working hours form has two sections, a general information section and a tab listing out all the individual working hours by day and time. When the form is completed, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/payroll.rst:456 +#: ../../content/applications/hr/payroll.rst:320 msgid ":guilabel:`Name`: type in the name for the new default working hours. This should be descriptive and clear to understand, such as `Standard 20 Hours/Week`." msgstr "" -#: ../../content/applications/hr/payroll.rst:458 +#: ../../content/applications/hr/payroll.rst:322 msgid ":guilabel:`Company`: select the company that can use these new default working hours from the drop-down menu. Blank field means it's available for all companies." msgstr "" -#: ../../content/applications/hr/payroll.rst:460 +#: ../../content/applications/hr/payroll.rst:324 msgid ":guilabel:`Average Hour Per Day`: the average hours per day field is auto-populated, based on the working hours configured in the :guilabel:`Working Hours` tab. This entry affects resource planning, since the average daily hours affect what resources can be used, and in what quantity, per work day." msgstr "" -#: ../../content/applications/hr/payroll.rst:464 +#: ../../content/applications/hr/payroll.rst:328 msgid ":guilabel:`Timezone`: select the time zone to be used for the new default working hours from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:466 +#: ../../content/applications/hr/payroll.rst:330 msgid ":guilabel:`Company Full Time`: enter the number of hours per week an employee would need to work to be considered a full-time employee. Typically, this is approximately 40 hours, and this number affects what types of benefits an employee can receive, based on their employment status (full-time vs part-time)." msgstr "" -#: ../../content/applications/hr/payroll.rst:470 +#: ../../content/applications/hr/payroll.rst:334 msgid ":guilabel:`Work Time Rate`: this percentage is auto-generated based on the entry for the :guilabel:`Company Full Time` and the working hours configured in the :guilabel:`Working Hours` tab. This number should be between `0.00%` and `100%`, so if the percentage is above `100%`, it is an indication that the working times and/or :guilabel:`Company Full Time` hours need adjustment." msgstr "" -#: ../../content/applications/hr/payroll.rst:474 +#: ../../content/applications/hr/payroll.rst:338 msgid ":guilabel:`Working Hours` Tab: this tab is where each day's specific working hours are listed. When a new default working hour form is created, the :guilabel:`Working Hours` tab is pre-populated with a default 40-hour week, with each day divided into three timed sections." msgstr "" -#: ../../content/applications/hr/payroll.rst:478 +#: ../../content/applications/hr/payroll.rst:342 msgid "Every day has morning (8:00-12:00), lunch (12:00-13:00), and evening (13:00-17:00) hours configured, using a 24 hour time format." msgstr "" -#: ../../content/applications/hr/payroll.rst:481 +#: ../../content/applications/hr/payroll.rst:345 msgid "To adjust any of these hours, click on the specific field to adjust, and make the adjustment using the drop-down menus, or in the specific case of the times, type in the desired time." msgstr "" -#: ../../content/applications/hr/payroll.rst:484 +#: ../../content/applications/hr/payroll.rst:348 msgid "Keep in mind, working hours are company-specific, and cannot be shared between companies. Each company needs to have their own working hours set." msgstr "" -#: ../../content/applications/hr/payroll.rst:488 +#: ../../content/applications/hr/payroll.rst:352 msgid "If the working hours are not consistent each week, and the hours are on a bi-weekly schedule instead, click the :guilabel:`Switch to 2 week calendar` button at the top of the new default working hours form. This changes the :guilabel:`Working Hours` tab to display two weeks of working times that can be adjusted." msgstr "" -#: ../../content/applications/hr/payroll.rst:494 +#: ../../content/applications/hr/payroll.rst:358 msgid "Structures" msgstr "" -#: ../../content/applications/hr/payroll.rst:496 +#: ../../content/applications/hr/payroll.rst:360 msgid "*Salary structures* are the different situations an employee could be paid within a specific *structure*, and are specifically defined by various rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:499 +#: ../../content/applications/hr/payroll.rst:363 msgid "The amount of structures a company needs for each structure type depends on how many different ways employees are paid, and how their pay is calculated. For example, a common structure that could be useful to add may be a `Bonus`." msgstr "" -#: ../../content/applications/hr/payroll.rst:503 +#: ../../content/applications/hr/payroll.rst:367 msgid "To view all the various structures for each structure type, go to :menuselection:`Payroll app --> Configuration --> Salary --> Structures`." msgstr "" -#: ../../content/applications/hr/payroll.rst:506 +#: ../../content/applications/hr/payroll.rst:370 msgid "Each :ref:`structure type ` lists the various structures associated with it. Each structure contains a set of rules that define it." msgstr "" @@ -7596,7 +7420,7 @@ msgstr "" msgid "All available salary structures." msgstr "" -#: ../../content/applications/hr/payroll.rst:513 +#: ../../content/applications/hr/payroll.rst:377 msgid "Click on a structure to view its :guilabel:`Salary Rules`. These rules define how the payslip will be computed for the employee." msgstr "" @@ -7604,60 +7428,60 @@ msgstr "" msgid "Salary structure details for Regular Pay, listing all the specific Salary Rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:521 -#: ../../content/applications/hr/time_off.rst:301 +#: ../../content/applications/hr/payroll.rst:385 +#: ../../content/applications/hr/time_off.rst:302 msgid "Rules" msgstr "" -#: ../../content/applications/hr/payroll.rst:523 +#: ../../content/applications/hr/payroll.rst:387 msgid "Each structure has a set of salary rules used to compute the various amounts considered in the pay. These rules are configured by the localization and affect the computation of the salaries. Modification or creation of rules should only be done when necessary." msgstr "" -#: ../../content/applications/hr/payroll.rst:527 +#: ../../content/applications/hr/payroll.rst:391 msgid "To view all the rules, go to :menuselection:`Payroll app --> Configuration --> Salary --> Rules`. Click on a structure (such as :guilabel:`Regular Pay`) to view all the rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:530 +#: ../../content/applications/hr/payroll.rst:394 msgid "To make a new rule, click :guilabel:`New`. A new rule form appears. Enter the following information in the fields." msgstr "" -#: ../../content/applications/hr/payroll.rst:534 +#: ../../content/applications/hr/payroll.rst:398 msgid "Top section" msgstr "" -#: ../../content/applications/hr/payroll.rst:536 +#: ../../content/applications/hr/payroll.rst:400 msgid ":guilabel:`Rule Name`: enter a name for the rule. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:537 +#: ../../content/applications/hr/payroll.rst:401 msgid ":guilabel:`Category`: select a category the rule applies to from the drop-down menu, or enter a new one. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:539 +#: ../../content/applications/hr/payroll.rst:403 msgid ":guilabel:`Code`: enter a code to be used for this new rule. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:540 +#: ../../content/applications/hr/payroll.rst:404 msgid ":guilabel:`Sequence`: enter a number indicating when this rule is calculated in the sequence of all other rules." msgstr "" -#: ../../content/applications/hr/payroll.rst:542 +#: ../../content/applications/hr/payroll.rst:406 msgid ":guilabel:`Salary Structure`: select a salary structure the rule applies to from the drop-down menu, or enter a new one. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:544 +#: ../../content/applications/hr/payroll.rst:408 msgid ":guilabel:`Active`: enable this toggle, so the rule is available for use. Disable the toggle to continue to show it on the payslip, but skip the computation." msgstr "" -#: ../../content/applications/hr/payroll.rst:546 +#: ../../content/applications/hr/payroll.rst:410 msgid ":guilabel:`Appears on payslip`: tick the checkbox to have the rule appear on employee printed payslip." msgstr "" -#: ../../content/applications/hr/payroll.rst:548 +#: ../../content/applications/hr/payroll.rst:412 msgid ":guilabel:`View on Employer Cost Dashboard`: tick the checkbox to have the rule appear on the :guilabel:`Employer Cost` report, located on the *Payroll* app dashboard." msgstr "" -#: ../../content/applications/hr/payroll.rst:550 +#: ../../content/applications/hr/payroll.rst:414 msgid ":guilabel:`View on Payroll Reporting`: tick the checkbox to have the rule appear on payroll reports." msgstr "" @@ -7665,65 +7489,65 @@ msgstr "" msgid "Enter the information for the new rule on the new rule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:558 +#: ../../content/applications/hr/payroll.rst:422 msgid "General tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:561 +#: ../../content/applications/hr/payroll.rst:425 msgid "Conditions" msgstr "" -#: ../../content/applications/hr/payroll.rst:563 +#: ../../content/applications/hr/payroll.rst:427 msgid ":guilabel:`Condition Based on`: select from the drop-down menu whether the rule is :guilabel:`Always True` (always applies), a :guilabel:`Range` (applies to a specific range, which is entered beneath the selection), or a :guilabel:`Python Expression` (the code is entered beneath the selection). This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:569 +#: ../../content/applications/hr/payroll.rst:433 msgid "Computation" msgstr "" -#: ../../content/applications/hr/payroll.rst:571 +#: ../../content/applications/hr/payroll.rst:435 msgid ":guilabel:`Amount Type`: select from the drop-down menu whether the amount is a :guilabel:`Fixed Amount`, a :guilabel:`Percentage (%)`, or a :guilabel:`Python Code`. Depending on what is selected, the fixed amount, percentage, or Python code needs to be entered next. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:577 +#: ../../content/applications/hr/payroll.rst:441 msgid "Company contribution" msgstr "" -#: ../../content/applications/hr/payroll.rst:579 +#: ../../content/applications/hr/payroll.rst:443 msgid ":guilabel:`Partner`: if another company financially contributes to this rule, select the company from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:583 -#: ../../content/applications/hr/payroll.rst:749 +#: ../../content/applications/hr/payroll.rst:447 +#: ../../content/applications/hr/payroll.rst:613 msgid "Description tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:585 +#: ../../content/applications/hr/payroll.rst:449 msgid "Provide any additional information in this tab to help clarify the rule. This tab only appears in the rule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:589 +#: ../../content/applications/hr/payroll.rst:453 msgid "Accounting tab" msgstr "" -#: ../../content/applications/hr/payroll.rst:591 +#: ../../content/applications/hr/payroll.rst:455 msgid ":guilabel:`Debit Account`: select the debit account from the drop-down menu the rule affects." msgstr "" -#: ../../content/applications/hr/payroll.rst:592 +#: ../../content/applications/hr/payroll.rst:456 msgid ":guilabel:`Credit Account`: select the credit account from the drop-down menu the rule affects." msgstr "" -#: ../../content/applications/hr/payroll.rst:593 +#: ../../content/applications/hr/payroll.rst:457 msgid ":guilabel:`Not computed in net accountability`: If checked, the amount of the rule will be show independantly from the Net Salary, to allow a better reporting in Accounting." msgstr "" -#: ../../content/applications/hr/payroll.rst:597 +#: ../../content/applications/hr/payroll.rst:461 #: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:730 msgid "Other input types" msgstr "" -#: ../../content/applications/hr/payroll.rst:599 +#: ../../content/applications/hr/payroll.rst:463 msgid "When creating payslips, it is sometimes necessary to add other entries for specific circumstances, like expenses, reimbursements, or deductions. These other inputs can be configured by navigating to :menuselection:`Payroll app --> Configuration --> Salary --> Other Input Types`." msgstr "" @@ -7732,11 +7556,11 @@ msgid "A list of other input types for payroll that can be selected when creatin "a payslip." msgstr "" -#: ../../content/applications/hr/payroll.rst:608 +#: ../../content/applications/hr/payroll.rst:472 msgid "To create a new input type, click the :guilabel:`New` button. Enter the :guilabel:`Description`, the :guilabel:`Code`, and which structure it applies to in the :guilabel:`Availability in Structure` field." msgstr "" -#: ../../content/applications/hr/payroll.rst:613 +#: ../../content/applications/hr/payroll.rst:477 msgid "The :guilabel:`Code` is used in the salary rules to compute payslips. If the :guilabel:`Availability in Structure` field is left blank, it indicates that the new input type is available for all payslips and is not exclusive to a specific structure." msgstr "" @@ -7744,28 +7568,28 @@ msgstr "" msgid "A new Input Type form filled in." msgstr "" -#: ../../content/applications/hr/payroll.rst:624 +#: ../../content/applications/hr/payroll.rst:488 #: ../../content/applications/hr/recruitment.rst:69 msgid "Salary package configurator" msgstr "" -#: ../../content/applications/hr/payroll.rst:626 +#: ../../content/applications/hr/payroll.rst:490 msgid "The various options under the :guilabel:`Salary Package Configurator` section of the :menuselection:`Payroll app --> Configuration --> Salary Package Configurator` menu all affect an employee's potential salary." msgstr "" -#: ../../content/applications/hr/payroll.rst:630 +#: ../../content/applications/hr/payroll.rst:494 msgid "Depending on what information an employee enters (such as deductions, dependents, etc.), their salary is adjusted accordingly. When an applicant applies for a job on the company website, the sections under :guilabel:`Salary Package Configurator` directly affect what the applicant sees, and what is populated, as the applicant enters information." msgstr "" -#: ../../content/applications/hr/payroll.rst:636 +#: ../../content/applications/hr/payroll.rst:500 msgid "Benefits" msgstr "" -#: ../../content/applications/hr/payroll.rst:638 +#: ../../content/applications/hr/payroll.rst:502 msgid "When offering potential employees a position, there can be certain benefits set in Odoo, in addition to the salary, to make an offer more appealing (such as extra time off, the use of a company car, reimbursement for a phone or internet, etc.)." msgstr "" -#: ../../content/applications/hr/payroll.rst:642 +#: ../../content/applications/hr/payroll.rst:506 msgid "To view the benefits, go to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Benefits`. Benefits are grouped by :guilabel:`Structure type`, and the benefit listed for a particular structure type is only available for that specific structure." msgstr "" @@ -7773,63 +7597,63 @@ msgstr "" msgid "A list view of all the benefits available for each structure type." msgstr "" -#: ../../content/applications/hr/payroll.rst:651 +#: ../../content/applications/hr/payroll.rst:515 msgid "A company has two structure types, one labeled :guilabel:`Employee`, and another labeled :guilabel:`Intern`. The :guilabel:`Employee` structure type contains the benefit of using a company car, while the :guilabel:`Intern` structure type has a meal voucher benefit available." msgstr "" -#: ../../content/applications/hr/payroll.rst:655 +#: ../../content/applications/hr/payroll.rst:519 msgid "A person hired under the :guilabel:`Employee` structure type can use the company car benefit, but cannot have meal vouchers. A person hired under the :guilabel:`Intern` structure type would have meal voucher benefits available to them, not the use of a company car." msgstr "" -#: ../../content/applications/hr/payroll.rst:659 +#: ../../content/applications/hr/payroll.rst:523 msgid "To make a new benefit, click the :guilabel:`New` button, and enter the information in the fields on the blank benefits form." msgstr "" -#: ../../content/applications/hr/payroll.rst:662 +#: ../../content/applications/hr/payroll.rst:526 msgid "The various fields for creating a benefit are as follows:" msgstr "" -#: ../../content/applications/hr/payroll.rst:667 +#: ../../content/applications/hr/payroll.rst:531 msgid ":guilabel:`Contract Related Field`: select from the drop-down menu a field from the contract. The choosen value from the employee will be recorded to that field." msgstr "" -#: ../../content/applications/hr/payroll.rst:669 +#: ../../content/applications/hr/payroll.rst:533 msgid ":guilabel:`Benefits`: enter the name for the benefit. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:670 +#: ../../content/applications/hr/payroll.rst:534 msgid ":guilabel:`Benefit Type`: select from the drop-down menu what type of benefit it is. Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly Benefit in Cash`, :guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:674 +#: ../../content/applications/hr/payroll.rst:538 msgid ":guilabel:`Cost Field`: select from the drop-down menu a field from the contract. The field will define the cost of the benefit and by extention the impact on the salary, :guilabel:`Wage`, :guilabel:`Wage with Holidays`, and :guilabel:`Work time rate`. Depending on the localization settings, additional options are available." msgstr "" -#: ../../content/applications/hr/payroll.rst:678 +#: ../../content/applications/hr/payroll.rst:542 msgid ":guilabel:`Related Type`: select from the drop-down menu what type of benefit it is. Select from :guilabel:`Monthly Benefit in Kind`, :guilabel:`Monthly Benefit in Net`, :guilabel:`Monthly Benefit in Cash`, :guilabel:`Yearly Benefits in Cash`, or :guilabel:`Non Financial Benefits`. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:682 +#: ../../content/applications/hr/payroll.rst:546 msgid ":guilabel:`Impacts Net Salary`: tick the checkbox if the benefit should impact the employee's net salary." msgstr "" -#: ../../content/applications/hr/payroll.rst:684 +#: ../../content/applications/hr/payroll.rst:548 msgid ":guilabel:`Requested Documents`: select any document that is required to be submitted for this benefit, from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:686 +#: ../../content/applications/hr/payroll.rst:550 msgid ":guilabel:`Mandatory Benefits`: using the drop-down menu, select the benefit that is required in order for this specific benefit to be offered to the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:689 +#: ../../content/applications/hr/payroll.rst:553 msgid "For example, a benefit for car insurance would populate `Company Car` in this field. This would allow the car insurance benefit to **only** be displayed if the employee has selected/enabled the benefit of a company car." msgstr "" -#: ../../content/applications/hr/payroll.rst:692 +#: ../../content/applications/hr/payroll.rst:556 msgid ":guilabel:`Salary Structure Type`: select from the drop-down menu which salary structure type this benefit applies to. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:694 +#: ../../content/applications/hr/payroll.rst:558 msgid ":guilabel:`Unit of Measure`: select the metric that the benefit is granted, using the drop-down menu. The options are :guilabel:`Days`, :guilabel:`Percent`, or :guilabel:`Currency`." msgstr "" @@ -7837,99 +7661,99 @@ msgstr "" msgid "A new benefit form filled out for an internet subscription." msgstr "" -#: ../../content/applications/hr/payroll.rst:702 +#: ../../content/applications/hr/payroll.rst:566 msgid "Display section" msgstr "" -#: ../../content/applications/hr/payroll.rst:704 +#: ../../content/applications/hr/payroll.rst:568 msgid ":guilabel:`Show Name`: tick the checkbox to have the benefit name appear in the salary package configurator." msgstr "" -#: ../../content/applications/hr/payroll.rst:706 +#: ../../content/applications/hr/payroll.rst:570 msgid ":guilabel:`Display Type`: select from the drop-down menu how this benefit is displayed. The options are :guilabel:`Always Selected`, :guilabel:`Dropdown`, :guilabel:`Dropdown Group`, :guilabel:`Slider`, :guilabel:`Radio Buttons`, :guilabel:`Manual Input`, or :guilabel:`Text`. This field is required." msgstr "" -#: ../../content/applications/hr/payroll.rst:711 +#: ../../content/applications/hr/payroll.rst:575 msgid "Depending on the selection made, additional configurations need to be made. For example, if :guilabel:`Radio Buttons` is selected, the individual radio buttons must be entered." msgstr "" -#: ../../content/applications/hr/payroll.rst:713 +#: ../../content/applications/hr/payroll.rst:577 msgid ":guilabel:`Icon`: an icon from the `Font Awesome 4 library `_ can be visible for this benefit. Enter the text code for the icon in this field. For example, to display a suitcase icon, the code `fa fa-suitcase` is entered on this line." msgstr "" -#: ../../content/applications/hr/payroll.rst:716 +#: ../../content/applications/hr/payroll.rst:580 msgid ":guilabel:`Hide Description`: tick the checkbox to hide the benefit description if the benefit is not selected by the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:718 +#: ../../content/applications/hr/payroll.rst:582 msgid ":guilabel:`Folded`: if the benefit should be folded, or hidden, because it is dependant on another benefit selection, tick the checkbox. The following fields appear when this is active:" msgstr "" -#: ../../content/applications/hr/payroll.rst:721 +#: ../../content/applications/hr/payroll.rst:585 msgid ":guilabel:`Fold Label`: enter a name for the folded section of the benefit." msgstr "" -#: ../../content/applications/hr/payroll.rst:722 +#: ../../content/applications/hr/payroll.rst:586 msgid ":guilabel:`Fold Res Field`: select the contract field this benefit is tied to using the drop-down menu. If this field is selected on the contract, then this benefit becomes visible." msgstr "" -#: ../../content/applications/hr/payroll.rst:726 +#: ../../content/applications/hr/payroll.rst:590 msgid "Activity section" msgstr "" -#: ../../content/applications/hr/payroll.rst:728 +#: ../../content/applications/hr/payroll.rst:592 msgid ":guilabel:`Activity Type`: from the drop-down menu, select the activity type that is automatically created when this benefit is selected by the employee." msgstr "" -#: ../../content/applications/hr/payroll.rst:730 +#: ../../content/applications/hr/payroll.rst:594 msgid ":guilabel:`Activity Creation`: select when the activity is created, either when the :guilabel:`Employee signs his contract`, or when the :guilabel:`Contract is countersigned`. Click the radio button next to the desired selection." msgstr "" -#: ../../content/applications/hr/payroll.rst:733 +#: ../../content/applications/hr/payroll.rst:597 msgid ":guilabel:`Activity Creation Type`: select the parameters for when the activity is created, either :guilabel:`When the benefit is set` or :guilabel:`When the benefit is modified`. Click the radio button next to the desired selection." msgstr "" -#: ../../content/applications/hr/payroll.rst:736 +#: ../../content/applications/hr/payroll.rst:600 msgid ":guilabel:`Assigned to`: select the user the activity is automatically assigned to, using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:740 +#: ../../content/applications/hr/payroll.rst:604 msgid "Sign section" msgstr "" -#: ../../content/applications/hr/payroll.rst:742 +#: ../../content/applications/hr/payroll.rst:606 msgid ":guilabel:`Template to Sign`: if the employee is required to sign a document when selecting this benefit, select the document template from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:745 +#: ../../content/applications/hr/payroll.rst:609 msgid "For example, a benefit regarding the use of a company car may require the employee to sign a document acknowledging the company's car policies." msgstr "" -#: ../../content/applications/hr/payroll.rst:751 +#: ../../content/applications/hr/payroll.rst:615 msgid "Provide any additional information in this tab to help clarify the benefit." msgstr "" -#: ../../content/applications/hr/payroll.rst:754 +#: ../../content/applications/hr/payroll.rst:618 msgid "Personal info" msgstr "" -#: ../../content/applications/hr/payroll.rst:756 +#: ../../content/applications/hr/payroll.rst:620 msgid "Every employee in Odoo has an *employee card* which is created when a candidate becomes an employee. This card includes all of their personal information, resume, work information, and documents." msgstr "" -#: ../../content/applications/hr/payroll.rst:760 +#: ../../content/applications/hr/payroll.rst:624 msgid "The personal information is gathered from the salary package configurator section that a candidate fills out after being offered a position. This personal information is then transferred to the employee card when they are hired." msgstr "" -#: ../../content/applications/hr/payroll.rst:764 +#: ../../content/applications/hr/payroll.rst:628 msgid "To view an employee's card, go to the main :menuselection:`Employees` app dashboard, and click on the employee's card." msgstr "" -#: ../../content/applications/hr/payroll.rst:768 +#: ../../content/applications/hr/payroll.rst:632 msgid "An employee card can be thought of as an employee personal file." msgstr "" -#: ../../content/applications/hr/payroll.rst:770 +#: ../../content/applications/hr/payroll.rst:634 msgid "The :guilabel:`Personal Info` section lists all of the fields that are available to enter on the employee's card. To access this section, go to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Personal Info`." msgstr "" @@ -7937,31 +7761,31 @@ msgstr "" msgid "A list of all the personal information that appears on the employee card to enter." msgstr "" -#: ../../content/applications/hr/payroll.rst:778 +#: ../../content/applications/hr/payroll.rst:642 msgid "To edit a personal info entry, select an entry from the list on the :guilabel:`Personal Info` page, and modify the personal info on the form that appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:781 +#: ../../content/applications/hr/payroll.rst:645 msgid "To create a new personal info entry, click the :guilabel:`New` button." msgstr "" -#: ../../content/applications/hr/payroll.rst:783 +#: ../../content/applications/hr/payroll.rst:647 msgid "The required fields, aside from entering the :guilabel:`Information` name, are :guilabel:`Related Model`, :guilabel:`Related Field`, and :guilabel:`Category`." msgstr "" -#: ../../content/applications/hr/payroll.rst:786 +#: ../../content/applications/hr/payroll.rst:650 msgid "Select a :guilabel:`Related Model` from the drop-down menu. :guilabel:`Employee` populates the field by default, but the :guilabel:`Bank Account` option is also available if the information is related to a bank account, instead." msgstr "" -#: ../../content/applications/hr/payroll.rst:790 +#: ../../content/applications/hr/payroll.rst:654 msgid "Select a :guilabel:`Related Field` from the drop-down menu that best describes what kind of personal information this entry is, and where it is stored in the backend. Then, select a :guilabel:`Category` from the drop-down menu that the personal information should be under, such as :guilabel:`Address` or :guilabel:`Personal Documents`." msgstr "" -#: ../../content/applications/hr/payroll.rst:795 +#: ../../content/applications/hr/payroll.rst:659 msgid "The two most important fields on the personal info form are :guilabel:`Is Required` and :guilabel:`Display Type`." msgstr "" -#: ../../content/applications/hr/payroll.rst:798 +#: ../../content/applications/hr/payroll.rst:662 msgid "Checking the :guilabel:`Is Required` box makes the field mandatory on the employee's card. The :guilabel:`Display Type` drop-down menu allows for the information to be entered in a variety of ways, like a :guilabel:`Text` box, to a customizable :guilabel:`Radio` button, a :guilabel:`Checkbox`, a :guilabel:`Document`, and more." msgstr "" @@ -7969,71 +7793,71 @@ msgstr "" msgid "New personal information entry." msgstr "" -#: ../../content/applications/hr/payroll.rst:810 +#: ../../content/applications/hr/payroll.rst:674 msgid "The resumé section, housed within the salary package configurator section of the settings menu, is how salary information rules are configured when offering a position to potential employees." msgstr "" -#: ../../content/applications/hr/payroll.rst:813 +#: ../../content/applications/hr/payroll.rst:677 msgid "When an offer is sent to a prospective employee, the values for the offer are computed from these settings, and appear on the offer page." msgstr "" -#: ../../content/applications/hr/payroll.rst:816 +#: ../../content/applications/hr/payroll.rst:680 msgid "To configure this section, navigate to :menuselection:`Payroll app --> Configuration --> Salary Package Configurator: Resumé`." msgstr "" -#: ../../content/applications/hr/payroll.rst:819 +#: ../../content/applications/hr/payroll.rst:683 msgid "By default, there are three :guilabel:`Salary Structure Types` pre-configured in Odoo: :guilabel:`Worker`, :guilabel:`Employee`, and :guilabel:`None`." msgstr "" -#: ../../content/applications/hr/payroll.rst:822 +#: ../../content/applications/hr/payroll.rst:686 msgid "Each :guilabel:`Salary Structure Type` has several rules configured. These affect how an offer is calculated using that particular :guilabel:`Salary Structure Type`." msgstr "" -#: ../../content/applications/hr/payroll.rst:825 +#: ../../content/applications/hr/payroll.rst:689 msgid "To create a new rule, click the :guilabel:`New` button, and a blank :guilabel:`Contract Salary Resumé` form loads." msgstr "" -#: ../../content/applications/hr/payroll.rst:830 +#: ../../content/applications/hr/payroll.rst:694 msgid ":guilabel:`Information`: type in a name for this field." msgstr "" -#: ../../content/applications/hr/payroll.rst:831 +#: ../../content/applications/hr/payroll.rst:695 msgid ":guilabel:`Category`: select the category this value is housed under, using the drop-down menu. The default options are :guilabel:`Monthly Salary`, :guilabel:`Monthly Benefits`, :guilabel:`Yearly Benefits`, and :guilabel:`Total`." msgstr "" -#: ../../content/applications/hr/payroll.rst:835 +#: ../../content/applications/hr/payroll.rst:699 msgid "New categories can be made if needed." msgstr "" -#: ../../content/applications/hr/payroll.rst:837 +#: ../../content/applications/hr/payroll.rst:701 msgid "Click the :guilabel:`New` button, then enter the name for the new category in the :guilabel:`Name` field. Next, select the :guilabel:`Periodicity` from the drop-down menu, either :guilabel:`Monthly` or :guilabel:`Yearly`. Last, enter a number for the sequence. This corresponds to where this rule appears in the :guilabel:`Salary Structure Type` rule list." msgstr "" -#: ../../content/applications/hr/payroll.rst:842 +#: ../../content/applications/hr/payroll.rst:706 msgid "Finally, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/payroll.rst:843 +#: ../../content/applications/hr/payroll.rst:707 msgid ":guilabel:`Impacts Monthly Total`: tick the checkbox if this value is added in the monthly total calculation." msgstr "" -#: ../../content/applications/hr/payroll.rst:845 +#: ../../content/applications/hr/payroll.rst:709 msgid ":guilabel:`Unit of Measure`: select what kind of value this rule is, either :guilabel:`Currency`, :guilabel:`Days`, or :guilabel:`Percent`." msgstr "" -#: ../../content/applications/hr/payroll.rst:848 +#: ../../content/applications/hr/payroll.rst:712 msgid ":guilabel:`Currency` is for a set monetary value, :guilabel:`Days` is for compensation in the form of time off, and :guilabel:`Percent` is for a monetary value awarded that is based upon another metric, such as commissions." msgstr "" -#: ../../content/applications/hr/payroll.rst:851 +#: ../../content/applications/hr/payroll.rst:715 msgid ":guilabel:`Salary Structure Type`: select which :guilabel:`Salary Structure Type` this rule is nested under, from the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll.rst:853 +#: ../../content/applications/hr/payroll.rst:717 msgid ":guilabel:`Value Type`: select how the value is computed, using the drop-down menu. The default options are :guilabel:`Fixed Value`, :guilabel:`Contract Value`, :guilabel:`Payslip Value`, :guilabel:`Sum of Benefits Values`, and :guilabel:`Monthly Total`." msgstr "" -#: ../../content/applications/hr/payroll.rst:856 +#: ../../content/applications/hr/payroll.rst:720 msgid ":guilabel:`Code`: select the code this rule applies to from the drop-down menu." msgstr "" @@ -8041,28 +7865,28 @@ msgstr "" msgid "The net wage rule form filled out, with all the information for net pay." msgstr "" -#: ../../content/applications/hr/payroll.rst:863 +#: ../../content/applications/hr/payroll.rst:727 msgid "Jobs" msgstr "" -#: ../../content/applications/hr/payroll.rst:865 +#: ../../content/applications/hr/payroll.rst:729 msgid "Since the *Payroll* application is responsible for paying employees for specific job positions, the complete list of job positions can be found in both the *Payroll* and *Recruitment* applications." msgstr "" -#: ../../content/applications/hr/payroll.rst:871 +#: ../../content/applications/hr/payroll.rst:735 #: ../../content/applications/hr/recruitment/new_job.rst:3 msgid "Job positions" msgstr "" -#: ../../content/applications/hr/payroll.rst:873 +#: ../../content/applications/hr/payroll.rst:737 msgid "The job positions listed in the *Payroll* application are identical to the job positions listed in the *Recruitment* application. If a new job position is added in the *Recruitment* application, it is also visible in the *Payroll* application, and vice versa." msgstr "" -#: ../../content/applications/hr/payroll.rst:877 +#: ../../content/applications/hr/payroll.rst:741 msgid "To view the job positions, navigate to :menuselection:`Payroll app --> Configuration --> Jobs: Job Positions`." msgstr "" -#: ../../content/applications/hr/payroll.rst:880 +#: ../../content/applications/hr/payroll.rst:744 msgid "A list of all the job positions appear, along with the corresponding department, on the :guilabel:`Job Position` page." msgstr "" @@ -8070,59 +7894,59 @@ msgstr "" msgid "A list of all the job positions and corresponding departments." msgstr "" -#: ../../content/applications/hr/payroll.rst:887 +#: ../../content/applications/hr/payroll.rst:751 msgid "To create a new job description, click the :guilabel:`New` button and a job form appears." msgstr "" -#: ../../content/applications/hr/payroll.rst:889 +#: ../../content/applications/hr/payroll.rst:753 msgid "Enter the information on the form for the new position. The information is identical as to the information entered when creating a new job position in the *Recruitment* application." msgstr "" -#: ../../content/applications/hr/payroll.rst:892 +#: ../../content/applications/hr/payroll.rst:756 msgid "Refer to the :doc:`../hr/recruitment/new_job` documentation for more details on how to fill out this form." msgstr "" -#: ../../content/applications/hr/payroll.rst:896 +#: ../../content/applications/hr/payroll.rst:760 msgid ":doc:`payroll/contracts`" msgstr "" -#: ../../content/applications/hr/payroll.rst:897 +#: ../../content/applications/hr/payroll.rst:761 msgid ":doc:`payroll/work_entries`" msgstr "" -#: ../../content/applications/hr/payroll.rst:898 +#: ../../content/applications/hr/payroll.rst:762 msgid ":doc:`payroll/time_off_to_report`" msgstr "" -#: ../../content/applications/hr/payroll.rst:899 +#: ../../content/applications/hr/payroll.rst:763 msgid ":doc:`payroll/salary_attachments`" msgstr "" -#: ../../content/applications/hr/payroll.rst:900 +#: ../../content/applications/hr/payroll.rst:764 msgid ":doc:`payroll/payslips`" msgstr "" -#: ../../content/applications/hr/payroll.rst:901 +#: ../../content/applications/hr/payroll.rst:765 msgid ":doc:`payroll/batches`" msgstr "" -#: ../../content/applications/hr/payroll.rst:902 +#: ../../content/applications/hr/payroll.rst:766 msgid ":doc:`payroll/commissions`" msgstr "" -#: ../../content/applications/hr/payroll.rst:903 +#: ../../content/applications/hr/payroll.rst:767 msgid ":doc:`payroll/reporting`" msgstr "" -#: ../../content/applications/hr/payroll.rst:904 +#: ../../content/applications/hr/payroll.rst:768 msgid ":doc:`payroll/headcount`" msgstr "" -#: ../../content/applications/hr/payroll.rst:905 +#: ../../content/applications/hr/payroll.rst:769 msgid ":doc:`payroll/work_entry_analysis`" msgstr "" -#: ../../content/applications/hr/payroll.rst:906 +#: ../../content/applications/hr/payroll.rst:770 msgid ":doc:`payroll/payroll_localizations`" msgstr "" @@ -8409,8 +8233,14 @@ msgstr "" msgid ":doc:`Commissions <../../sales/sales/commissions>`" msgstr "" +#: ../../content/applications/hr/payroll/contracts.rst:3 +#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:77 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:52 +msgid "Contracts" +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:5 -msgid "Every employee in Odoo is required to have a running contract in order to be paid. A contract outlines the terms of an employee's position, their compensation, working hours, and any other relevant details pertaining to their compensation." +msgid "Every employee in Odoo is required to have a running contract in order to be paid. A contract outlines the terms of an employee's position, compensation, working hours, and any other relevant terms." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 @@ -8462,70 +8292,70 @@ msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee the c msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:57 -msgid ":guilabel:`Contract Start Date`: Required. Defaults to the current date. To choose a different date, click into the field. In the popover calendar, select a different date." +msgid ":guilabel:`Contract Start Date`: Select the date the contract goes into effect. Contracts can be created retroactively, or be created to begin at a future date. The current date populates this required field by default, but can be modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:59 -msgid ":guilabel:`Contract End Date`: Optional. Select a date from the calendar popover, or leave blank for an indefinite contract." +#: ../../content/applications/hr/payroll/contracts.rst:60 +msgid ":guilabel:`Contract End Date`: If the contract has a firm end date, enter the date in this field. Leave this field blank if the contract runs indefinitely, or until a new contract is made (when the employee has a change to their job title, salary, or benefits)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:61 -msgid ":guilabel:`Working Schedule`: Select one of the available working schedules the employee is expected to work, from the drop-down menu. If this field is left blank, this allows the employee to work as many or as few hours as desired every week, with no restrictions." +#: ../../content/applications/hr/payroll/contracts.rst:63 +msgid ":guilabel:`Working Schedule`: Select one of the available working schedules the employee is expected to work, from the drop-down menu. The selected working schedule determines how :doc:`work entries ` are generated, which determines the employees schedule and compensation. If this field is left blank, this allows the employee to work as many or as few hours as desired every week, with no restrictions." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:66 +#: ../../content/applications/hr/payroll/contracts.rst:70 msgid "The :guilabel:`Working Schedule` drop-down menu displays all the working schedules for the selected company. To modify or add to this list, go to :menuselection:`Payroll app --> Configuration --> Working Schedules`. Click :guilabel:`New`, and create a new working schedule, or click on an existing working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:71 +#: ../../content/applications/hr/payroll/contracts.rst:77 msgid ":guilabel:`Work Entry Source`: Using the drop-down menu, select how the :doc:`work entries ` are generated. This field is **required**. Click the radio button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:75 +#: ../../content/applications/hr/payroll/contracts.rst:81 msgid ":guilabel:`Working Schedule`: Work entries are generated based on the selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:77 +#: ../../content/applications/hr/payroll/contracts.rst:83 msgid ":guilabel:`Attendances`: Work entries are generated based on the employee's check-in records in the **Attendances** app. (This requires the **Attendances** app to be installed)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:79 +#: ../../content/applications/hr/payroll/contracts.rst:85 msgid ":guilabel:`Planning`: Work entries are generated based on the planned schedule for the employee from the **Planning** app. (This requires the **Planning** app to be installed)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:82 +#: ../../content/applications/hr/payroll/contracts.rst:88 msgid ":guilabel:`Salary Structure Type`: Select one of the salary structure types from the drop-down menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A :ref:`new salary structure type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:85 +#: ../../content/applications/hr/payroll/contracts.rst:91 msgid ":guilabel:`Department`: Select the department the employee is working within, using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:87 +#: ../../content/applications/hr/payroll/contracts.rst:93 msgid ":guilabel:`Job Position`: Select the employee's specific job position using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:90 +#: ../../content/applications/hr/payroll/contracts.rst:96 msgid "If the selected :guilabel:`Job Position` has a contract template linked to it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary Structure Type` changes to the one associated with that :guilabel:`Job Position`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:94 +#: ../../content/applications/hr/payroll/contracts.rst:100 msgid ":guilabel:`Contract Type`: Using the drop-down menu, select the type of contract being created. The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, :guilabel:`Intern`, :guilabel:`Student`, :guilabel:`Apprenticeship`, :guilabel:`Thesis`, :guilabel:`Statutory`, and :guilabel:`Employee`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:98 +#: ../../content/applications/hr/payroll/contracts.rst:104 msgid ":guilabel:`Wage on Payroll`: Enter the employee's monthly wage in this field." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:101 +#: ../../content/applications/hr/payroll/contracts.rst:107 msgid "The :guilabel:`Working Schedule` drop-down menu displays all the working times for the selected :guilabel:`Company`. To modify or add to this list, go to :menuselection:`Payroll app --> Configuration --> Working Times`, and either :guilabel:`Create` a new working time, or click on an existing working time, then edit it by clicking :guilabel:`Edit`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:106 +#: ../../content/applications/hr/payroll/contracts.rst:112 msgid ":guilabel:`HR Responsible`: Select the person who is responsible for validating the contract using the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:110 +#: ../../content/applications/hr/payroll/contracts.rst:116 msgid "The :guilabel:`HR Responsible` field only appears if the **Salary Configurator** (`hr_contract_salary`) module and the **Sign** app are both installed." msgstr "" @@ -8533,27 +8363,32 @@ msgstr "" msgid "New contract form to be filled in when creating a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:119 +#: ../../content/applications/hr/payroll/contracts.rst:123 +#: ../../content/applications/hr/payroll/contracts.rst:332 +msgid "Salary information tab" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:125 msgid "The :guilabel:`Salary Information` tab is where the specific details of how much and how often the employee is paid. Fill in the following fields in this tab:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:122 +#: ../../content/applications/hr/payroll/contracts.rst:128 msgid ":guilabel:`Wage Type`: Using the drop-down menu, select what kind of pay the employee receives. The two default options are :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`. Select :guilabel:`Fixed Wage` for salaried employees, and select :guilabel:`Hourly Wage` for employees who are paid based on their logged worked hours." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:126 +#: ../../content/applications/hr/payroll/contracts.rst:132 msgid ":guilabel:`Schedule Pay`: Using the drop-down menu, select how often the employee is paid. The default options are :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:130 -msgid ":guilabel:`Wage`: Enter the amount the employee receives each pay period. The first field allows for a wage to be entered, the second field displays how often the pay is issued to the employee. The second field *cannot** be modified, and is updated when the :guilabel:`Schedule Pay` field changes." +#: ../../content/applications/hr/payroll/contracts.rst:136 +msgid ":guilabel:`Wage`: Enter the amount the employee receives each pay period. The first field allows for a wage to be entered, the second field displays how often the pay is issued to the employee. The second field *cannot* be modified, and is updated when the :guilabel:`Schedule Pay` field changes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:134 +#: ../../content/applications/hr/payroll/contracts.rst:140 msgid ":guilabel:`Yearly Cost (Real)`: This field automatically updates after the :guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This amount is the total yearly cost for the employer. This field can be modified. However, if this is modified, the :guilabel:`Wage` field updates, accordingly. Ensure both the :guilabel:`Wage` and :guilabel:`Yearly Cost (Real)` are correct if this field is modified." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:139 +#: ../../content/applications/hr/payroll/contracts.rst:145 msgid ":guilabel:`Monthly Cost (Real)`: This field automatically updates after the :guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This amount is the total monthly cost for the employer. This field **cannot** be modified, and is calculated based on the :guilabel:`Yearly Cost (Real)`." msgstr "" @@ -8561,21 +8396,17 @@ msgstr "" msgid "The Salary Information tab filled out." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:148 +#: ../../content/applications/hr/payroll/contracts.rst:154 #: ../../content/applications/hr/recruitment/add-new-applicants.rst:109 msgid "Details tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:150 +#: ../../content/applications/hr/payroll/contracts.rst:156 msgid "The :guilabel:`Details` tab of the contract houses the contract template information, accounting information (refer to the :doc:`country-specific localization document ` for more information), any part time work information, and notes. Fill out the following fields in this tab:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:155 -msgid ":guilabel:`Contract Template`: Using the drop-down menu, select a contract template to use when making an offer to an applicant." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:159 -msgid "Contract templates are typically created through the **Payroll** app configuration menu, and stored in the **Documents** app. To view the contract templates, and to create new ones, navigate to :menuselection:`Payroll app --> Configuration --> Templates`." +#: ../../content/applications/hr/payroll/contracts.rst:161 +msgid ":guilabel:`Contract Template`: Using the drop-down menu, select a :ref:`contract template ` to use when making an offer to an applicant." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:163 @@ -8615,6 +8446,7 @@ msgid "The Details tab filled out." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:196 +#: ../../content/applications/hr/payroll/contracts.rst:368 msgid "Signatories tab" msgstr "" @@ -8719,11 +8551,135 @@ msgstr "" msgid "All status changes happen automatically as the document is signed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:283 +#: ../../content/applications/hr/payroll/contracts.rst:285 +msgid "Contract templates" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:287 +msgid "Contract *templates* eliminate the need to configure new contracts every time an employee is hired." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:290 +msgid "Having multiple contract templates allows for faster contract creation for different types of employment positions that are commonly filled, such as full time, part time, seasonal, etc." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:293 +msgid "Contract templates are created through the **Payroll** app configuration menu, and stored in the **Documents** app." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:297 +msgid "To access contract templates, the **Salary Configurator** (`hr_contract_salary`) module **must** be :ref:`installed `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:300 +msgid "To view all contract templates, navigate to :menuselection:`Payroll app --> Configuration --> Templates`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:303 +msgid "The :guilabel:`Contract Templates` page lists all existing templates. Click a template line to open and edit it." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:306 +msgid "To create a new contract template, click the :guilabel:`New` button. Then, enter the following information on the blank contract template form that appears:" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:309 +msgid ":guilabel:`Contract Reference`: Enter a brief description for the template. This should be clear and easily understood, as this name appears in the **Recruitment** application, as well." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:311 +msgid ":guilabel:`Working Schedule`: Select the desired working schedule the contract applies to from the drop-down menu. If a new working schedule is needed, create a :ref:`new working schedule `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:314 +msgid ":guilabel:`Work Entry Source`: Select :ref:`how the work entries are generated `." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:316 +msgid ":guilabel:`Salary Structure Type`: Select the :ref:`salary structure type ` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:318 +msgid ":guilabel:`Department`: Select the department the contract template applies to from the drop-down menu. If blank, the template applies to all departments." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:320 +msgid ":guilabel:`Job Position`: Select the :ref:`job position ` the contract template applies to from the drop-down menu. If blank, the template applies to all job positions." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:322 +msgid ":guilabel:`Contract Type`: Select the type of contract from the drop-down menu. This list is the same as the *employment type*." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:324 +msgid ":guilabel:`Wage on Payroll`: Enter the monthly wage in the field." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:325 +msgid ":guilabel:`HR Responsible`: Select the employee responsible for validating contracts, using this template, from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:-1 +msgid "A new contract template form, with the fields filled in." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:334 +msgid ":guilabel:`Wage Type`: Select either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:336 +msgid ":guilabel:`Schedule Pay`: Using the drop-down menu, select how often the employee is paid. Options include :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:340 +msgid ":guilabel:`Wage`: Enter the gross wage. The time period presented in this field is based on what is selected for the :guilabel:`Scheduled Pay` field. It is recommended to populate the :guilabel:`Yearly Cost (Real)` field *first*, since that entry updates this field automatically." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:343 +msgid ":guilabel:`Yearly Cost (Real)`: Enter the total yearly cost the employee costs the employer. When this value is entered, the :guilabel:`Monthly Cost (Real)` is automatically updated." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:345 +msgid ":guilabel:`Monthly Cost (Real)`: This field is **not** editable. The value is automatically populated after the :guilabel:`Yearly Cost (Real)` is entered." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:349 +msgid "The :guilabel:`Schedule Pay`, :guilabel:`Wage`, and :guilabel:`Yearly Cost (Real)` fields are all linked. If any of these fields are updated, the other two fields automatically update to reflect the change. It is best practice to check these three fields if any modifications have been made, to ensure they are accurate." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:-1 +msgid "The salary information tab, with the fields filled in." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:358 +msgid "Benefits and deductions" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:360 +msgid "Depending on the :doc:`payroll localization ` for the company, the entries presented in this section either vary, or may not appear at all. For example, some entries may pertain to retirement accounts, health insurance benefits, and commuter benefits." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:364 +msgid "Enter the monetary amounts or percentages to specify how much of the employee's salary goes to the various benefits and deductions." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:370 +msgid "This tab outlines which documents the employee must sign to either accept a new offer or an updated contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:373 +msgid ":guilabel:`New Contract PDF Template`: Select the default document that a new employee has to sign to accept an offer." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:375 +msgid ":guilabel:`Contract Update PDF Template`: Select the default document that a current employee has to sign to update their contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:379 msgid ":doc:`../../productivity/documents`" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:284 +#: ../../content/applications/hr/payroll/contracts.rst:380 msgid ":doc:`../../productivity/sign`" msgstr "" @@ -22004,46 +21960,46 @@ msgid "If an employee works two extra hours for the week, and requests five hour msgstr "" #: ../../content/applications/hr/time_off.rst:156 -msgid ":guilabel:`Public Holiday Included`: Enable this option if public holidays should be excluded from a time off request." +msgid ":guilabel:`Public Holiday Included`: Enable this option if public holidays should be included in time off requests." msgstr "" #: ../../content/applications/hr/time_off.rst:160 -msgid "An employee in the United States requests time off for the week of July 4th, for a total of five days. Since the 4th of July is a holiday in the United States, the time off request is automatically modified for four days off instead of five. That is because the holiday is included, and the user does not need to use their own vacation time for a public holiday." +msgid "An employee in the United States requests time off for the week of July 4th, for a total of five days. Since the 4th of July is a holiday in the United States, the time off request is automatically modified to use four vacation days and one public holiday, instead of five vacation days. That is because the holiday is included, and the user does not need to use their own vacation time for a public holiday." msgstr "" -#: ../../content/applications/hr/time_off.rst:165 +#: ../../content/applications/hr/time_off.rst:166 msgid "This option reduces extra work for users, enabling them to make only one time off request for the entire week, instead of making two separate requests, one for the days *before* the holiday, and another one for the days *after* the holiday." msgstr "" -#: ../../content/applications/hr/time_off.rst:169 +#: ../../content/applications/hr/time_off.rst:170 msgid ":guilabel:`Allow To Attach Supporting Document`: Enable this option to allow the employee to attach documents to the time off request. This is useful in situations where documentation is required, such as long-term medical leave." msgstr "" -#: ../../content/applications/hr/time_off.rst:172 +#: ../../content/applications/hr/time_off.rst:173 msgid ":guilabel:`Kind of Time Off`: From the drop-down menu, select the type of time off, either :guilabel:`Worked Time` or :guilabel:`Absence`. :guilabel:`Worked Time` indicates the time off taken counts toward worked time for any type of accrual the employee is working towards, whereas :guilabel:`Absence` does not count toward any type of accrual." msgstr "" -#: ../../content/applications/hr/time_off.rst:176 +#: ../../content/applications/hr/time_off.rst:177 msgid ":guilabel:`Company`: If multiple companies are created in the database, and this time off type only applies to one company, select the company from the drop-down menu. If this field is left blank, the time off type applies to all companies in the database. This field **only** appears in a multi-company database." msgstr "" -#: ../../content/applications/hr/time_off.rst:182 +#: ../../content/applications/hr/time_off.rst:183 msgid "Negative cap section" msgstr "" -#: ../../content/applications/hr/time_off.rst:184 +#: ../../content/applications/hr/time_off.rst:185 msgid "Enable the :guilabel:`Allow Negative Cap` option if employees are able to request more time off than they currently have, allowing a negative balance. If enabled, an :guilabel:`Maximum Excess Amount` field appears. In this field, enter the maximum amount of negative time allowed, in days." msgstr "" -#: ../../content/applications/hr/time_off.rst:189 +#: ../../content/applications/hr/time_off.rst:190 msgid "Sara currently has three days of the time off type `Vacation`. She is planning a trip that requires five days of time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:192 +#: ../../content/applications/hr/time_off.rst:193 msgid "The `Vacation` time off type has the :guilabel:`Allow Negative Cap` option enabled, and the :guilabel:`Maximum Excess Amount` is set to five." msgstr "" -#: ../../content/applications/hr/time_off.rst:195 +#: ../../content/applications/hr/time_off.rst:196 msgid "These settings allow Sara to submit a request for five days of the `Vacation` time off type. If approved, her `Vacation` time off balance will be negative two (-2) days." msgstr "" @@ -22052,43 +22008,43 @@ msgid "The top half of the time off type form, with all the information filled o "off." msgstr "" -#: ../../content/applications/hr/time_off.rst:203 +#: ../../content/applications/hr/time_off.rst:204 msgid "Payroll section" msgstr "" -#: ../../content/applications/hr/time_off.rst:205 +#: ../../content/applications/hr/time_off.rst:206 msgid "If the time off type should create :doc:`../hr/payroll/work_entries` in the **Payroll** app, select the :guilabel:`Work Entry Type` from the drop-down list." msgstr "" -#: ../../content/applications/hr/time_off.rst:209 +#: ../../content/applications/hr/time_off.rst:210 msgid "Timesheets section" msgstr "" -#: ../../content/applications/hr/time_off.rst:212 +#: ../../content/applications/hr/time_off.rst:213 msgid "The :guilabel:`Timesheets` section only appears if the user is in developer mode. Refer to the :ref:`developer-mode` document for details on how to access the developer mode." msgstr "" -#: ../../content/applications/hr/time_off.rst:215 +#: ../../content/applications/hr/time_off.rst:216 msgid "When an employee takes time off, and is also using timesheets, Odoo creates entries in the **Timesheets** app for the time off. This section defines how they are entered." msgstr "" -#: ../../content/applications/hr/time_off.rst:218 +#: ../../content/applications/hr/time_off.rst:219 msgid ":guilabel:`Project`: Select the project the time off type entries appear in." msgstr "" -#: ../../content/applications/hr/time_off.rst:219 +#: ../../content/applications/hr/time_off.rst:220 msgid ":guilabel:`Task`: Select the task that appears in the timesheet for this time off type. The default options are: :guilabel:`Time Off`, :guilabel:`Meeting`, or :guilabel:`Training`." msgstr "" -#: ../../content/applications/hr/time_off.rst:223 +#: ../../content/applications/hr/time_off.rst:224 msgid "Display option section" msgstr "" -#: ../../content/applications/hr/time_off.rst:225 +#: ../../content/applications/hr/time_off.rst:226 msgid ":guilabel:`Color`: Select a color to be used in the **Time Off** app dashboard." msgstr "" -#: ../../content/applications/hr/time_off.rst:226 +#: ../../content/applications/hr/time_off.rst:227 msgid ":guilabel:`Cover Image`: Select an icon to be used in the **Time Off** app dashboard." msgstr "" @@ -22097,75 +22053,75 @@ msgid "The lower half of the time off type form, with all the information filled "off." msgstr "" -#: ../../content/applications/hr/time_off.rst:235 +#: ../../content/applications/hr/time_off.rst:236 msgid "Accrual plans" msgstr "" -#: ../../content/applications/hr/time_off.rst:237 +#: ../../content/applications/hr/time_off.rst:238 msgid "Some time off is earned through an accrual plan, meaning that for every specified amount of time an employee works (hour, day, week, etc), they earn or *accrue* a specified amount of time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:241 +#: ../../content/applications/hr/time_off.rst:242 msgid "If an employee accrues a vacation day for every week they work, they would earn 0.2 vacation days for each hour they work. At the end of a forty hour work week, they would earn one whole vacation day (8 hours)." msgstr "" -#: ../../content/applications/hr/time_off.rst:246 +#: ../../content/applications/hr/time_off.rst:247 msgid "Create accrual plan" msgstr "" -#: ../../content/applications/hr/time_off.rst:248 +#: ../../content/applications/hr/time_off.rst:249 msgid "To create a new accrual plan, navigate to :menuselection:`Time Off app --> Configuration --> Accrual Plans`. Then, click the :guilabel:`New` button, which reveals a blank accrual plan form." msgstr "" -#: ../../content/applications/hr/time_off.rst:253 +#: ../../content/applications/hr/time_off.rst:254 msgid ":guilabel:`Name`: Enter the accrual plan name." msgstr "" -#: ../../content/applications/hr/time_off.rst:254 +#: ../../content/applications/hr/time_off.rst:255 msgid ":guilabel:`Accrued Gain Time`: Select when the employee begins to accrue time off, either :guilabel:`At the start of the accrual period` or :guilabel:`At the end of the accrual period`." msgstr "" -#: ../../content/applications/hr/time_off.rst:256 +#: ../../content/applications/hr/time_off.rst:257 msgid ":guilabel:`Carry-Over Time`: Select when the employee received previously earned time. The options are:" msgstr "" -#: ../../content/applications/hr/time_off.rst:259 +#: ../../content/applications/hr/time_off.rst:260 msgid ":guilabel:`At the start of the year`: Select this if the accrual rolls over on January 1 of the upcoming year." msgstr "" -#: ../../content/applications/hr/time_off.rst:261 +#: ../../content/applications/hr/time_off.rst:262 msgid ":guilabel:`At the allocation date`: Select this if the accrual rolls over as soon as time is allocated to the employee." msgstr "" -#: ../../content/applications/hr/time_off.rst:263 +#: ../../content/applications/hr/time_off.rst:264 msgid ":guilabel:`Other`: Select this option if neither of the other two options are applicable. When selected, a :guilabel:`Carry-Over Date` field appears. Select the date using the two drop-down menus, one for the day and one for the month." msgstr "" -#: ../../content/applications/hr/time_off.rst:267 +#: ../../content/applications/hr/time_off.rst:268 msgid ":guilabel:`Based on worked time`: Enable this option if time off accrual is determined by the employee's worked hours. Days **not** considered as worked time do **not** contribute to the accrual plan in Odoo." msgstr "" -#: ../../content/applications/hr/time_off.rst:272 +#: ../../content/applications/hr/time_off.rst:273 msgid "An employee is granted time off from an accrual plan configured to accrue one day of vacation for every five days worked. The accrual plan is based on the employee's worked time (the :guilabel:`Based on worked time` checkbox is ticked), which means they **only** earn vacation time for the five weekdays they work, *not* the entire seven day week period." msgstr "" -#: ../../content/applications/hr/time_off.rst:277 +#: ../../content/applications/hr/time_off.rst:278 msgid "The employee works standard 40-hour weeks. According to the accrual plan, they should earn four vacation days per month." msgstr "" -#: ../../content/applications/hr/time_off.rst:280 +#: ../../content/applications/hr/time_off.rst:281 msgid "The employee takes five days off using a :ref:`time off type ` with the :guilabel:`Kind of Time Off` set as an :guilabel:`Absence`. Because the plan grants vacation only for worked time, those five days do not count toward accrual." msgstr "" -#: ../../content/applications/hr/time_off.rst:284 +#: ../../content/applications/hr/time_off.rst:285 msgid "As a result, the employee accrues only three vacation days that month instead of four." msgstr "" -#: ../../content/applications/hr/time_off.rst:286 +#: ../../content/applications/hr/time_off.rst:287 msgid ":guilabel:`Milestone Transition`: This field is **only** visible after a minimum of two :ref:`rules ` have been configured on the accrual plan. This selection determines when employees move up to a new milestone. If they qualify to change milestones in the middle of a pay period, decide whether the employee changes milestones :guilabel:`Immediately` or :guilabel:`After this accrual's period` (after the current pay period)." msgstr "" -#: ../../content/applications/hr/time_off.rst:291 +#: ../../content/applications/hr/time_off.rst:292 msgid ":guilabel:`Company`: This field **only** appears in a multi-company database. Using the drop-down menu, select the company the accrual plan applies to. If left blank, the accrual plan is available for all companies." msgstr "" @@ -22173,135 +22129,135 @@ msgstr "" msgid "An accrual plan form with all the entries filled out." msgstr "" -#: ../../content/applications/hr/time_off.rst:303 +#: ../../content/applications/hr/time_off.rst:304 msgid "Rules must be created in order for employees to accrue time off from the accrual plan." msgstr "" -#: ../../content/applications/hr/time_off.rst:305 +#: ../../content/applications/hr/time_off.rst:306 msgid "To create a new rule, click the :guilabel:`New Milestone` button in the gray :guilabel:`Rules` section, and a :guilabel:`Create Milestone` modal form appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:312 +#: ../../content/applications/hr/time_off.rst:313 msgid ":guilabel:`Employee accrue`: Select the parameters for earned time off in this section." msgstr "" -#: ../../content/applications/hr/time_off.rst:314 +#: ../../content/applications/hr/time_off.rst:315 msgid "First, select either :guilabel:`Days` or :guilabel:`Hours` for the increment of accrued time using the drop-down menu." msgstr "" -#: ../../content/applications/hr/time_off.rst:317 +#: ../../content/applications/hr/time_off.rst:318 msgid "Next, enter the numerical amount of the selected parameter that is accrued. The numerical format is `X.XXXX`, so that partial days or hours can also be configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:320 +#: ../../content/applications/hr/time_off.rst:321 msgid "Last, select how often the time is accrued using the drop-down menu. The default options are :guilabel:`Hourly`, :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Twice a month`, :guilabel:`Monthly`, :guilabel:`Twice a year`, and :guilabel:`Yearly`." msgstr "" -#: ../../content/applications/hr/time_off.rst:324 +#: ../../content/applications/hr/time_off.rst:325 msgid "Depending on which option is selected, additional fields may appear. For example, if :guilabel:`Twice a month` is selected, two additional fields appear, to specify the two days of each month the milestone occurs." msgstr "" -#: ../../content/applications/hr/time_off.rst:327 +#: ../../content/applications/hr/time_off.rst:328 msgid ":guilabel:`Cap accrued time`: If there is a maximum amount of time the employee can accrue with this plan, enable this option." msgstr "" -#: ../../content/applications/hr/time_off.rst:330 +#: ../../content/applications/hr/time_off.rst:331 msgid "When enabled, two additional fields appear to the right of the checkbox. The second field is populated with either :guilabel:`Days` or :guilabel:`Hours`, matching the selection made in the :ref:`Employee Accrue ` section." msgstr "" -#: ../../content/applications/hr/time_off.rst:334 +#: ../../content/applications/hr/time_off.rst:335 msgid "Enter a numerical value in the first field to specify the maximum amount of time that can be accrued, in the specified increments." msgstr "" -#: ../../content/applications/hr/time_off.rst:336 +#: ../../content/applications/hr/time_off.rst:337 msgid ":guilabel:`Start Accruing`: Enter the number and value of the time period that must pass before the employee starts to accumulate time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:339 +#: ../../content/applications/hr/time_off.rst:340 msgid "Use the first field to enter a numerical value, then set the second field to the desired time increment (either :guilabel:`Days`, :guilabel:`Months`, or :guilabel:`Years`)." msgstr "" -#: ../../content/applications/hr/time_off.rst:341 +#: ../../content/applications/hr/time_off.rst:342 msgid ":guilabel:`Carry over`: select how any unused time off is handled. The options are either:" msgstr "" -#: ../../content/applications/hr/time_off.rst:343 +#: ../../content/applications/hr/time_off.rst:344 msgid ":guilabel:`None. Accrued time reset to 0`: Any unused time off is lost." msgstr "" -#: ../../content/applications/hr/time_off.rst:344 +#: ../../content/applications/hr/time_off.rst:345 msgid ":guilabel:`All accrued time carried over`: All unused time off is rolled over to the next calendar year." msgstr "" -#: ../../content/applications/hr/time_off.rst:346 +#: ../../content/applications/hr/time_off.rst:347 msgid ":guilabel:`Carry over with a maximum`: Unused time off is rolled over to the next calendar year, but there is a cap. An :guilabel:`Up to` field appears if this is selected." msgstr "" -#: ../../content/applications/hr/time_off.rst:349 +#: ../../content/applications/hr/time_off.rst:350 msgid "Enter the maximum number of :guilabel:`Hours` or :guilabel:`Days` that can roll over to the following year. The presented time increment is determined by how the :ref:`Employee Accrue ` section is configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:353 +#: ../../content/applications/hr/time_off.rst:354 msgid "Any time off beyond this parameter is lost." msgstr "" -#: ../../content/applications/hr/time_off.rst:356 +#: ../../content/applications/hr/time_off.rst:357 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, that rule *overrides* the :guilabel:`Carry-Over Time` set on the accrual plan." msgstr "" -#: ../../content/applications/hr/time_off.rst:359 +#: ../../content/applications/hr/time_off.rst:360 msgid "If a company creates an accrual plan, granting employees time off :guilabel:`At the start of the accrual period` (i.e., the beginning of the year), and sets the :guilabel:`Carry-Over Time` on the *accrual plan* to :guilabel:`At the start of the year`, it allows unused vacation time to rollover to the following year." msgstr "" -#: ../../content/applications/hr/time_off.rst:364 +#: ../../content/applications/hr/time_off.rst:365 msgid "Then, the company adds rules to the accrual plan, allocating five days of vacation, annually, on the first of the year (one week of vacation allocated on January 1st)." msgstr "" -#: ../../content/applications/hr/time_off.rst:367 +#: ../../content/applications/hr/time_off.rst:368 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrual time reset to 0` on the :guilabel:`Create Milestone` pop-up for, any unused vacation time *does not* carry over, even though on the :guilabel:`Accrual Plan` form, the :guilabel:`Carry-Over Time` is set to :guilabel:`At the start of the year`." msgstr "" -#: ../../content/applications/hr/time_off.rst:372 +#: ../../content/applications/hr/time_off.rst:373 msgid "The carry over set on the *rule* takes precedence over the carry over set on the *accrual plan form*." msgstr "" -#: ../../content/applications/hr/time_off.rst:375 +#: ../../content/applications/hr/time_off.rst:376 msgid ":guilabel:`Milestone cap`: Tick this checkbox to set a limit on the total amount of time that can be accrued every calendar year. Enter the total maximum number of :guilabel:`Hours` or :guilabel:`Days` the employee can accrue during a year. The presented time increment is determined by how the :ref:`Employee Accrue ` section is configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:380 +#: ../../content/applications/hr/time_off.rst:381 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, the :guilabel:`Milestone cap` field does not appear." msgstr "" -#: ../../content/applications/hr/time_off.rst:382 +#: ../../content/applications/hr/time_off.rst:383 msgid ":guilabel:`Carry Over Validity`: Tick this checkbox to set a time-limit on how long the employee has to use any rolled over time off. First, set the second field to the desired time-period using the drop-down menu, either :guilabel:`Days` or :guilabel:`Months`." msgstr "" -#: ../../content/applications/hr/time_off.rst:386 +#: ../../content/applications/hr/time_off.rst:387 msgid "Next, enter the maximum number of :guilabel:`Days` or :guilabel:`Months` the employee has to use their rolled over time off. After that time period passes, any unused rolled over time will expire." msgstr "" -#: ../../content/applications/hr/time_off.rst:390 +#: ../../content/applications/hr/time_off.rst:391 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, the :guilabel:`Carry Over Validity` field does not appear." msgstr "" -#: ../../content/applications/hr/time_off.rst:393 +#: ../../content/applications/hr/time_off.rst:394 msgid "Once the form is completed, click :guilabel:`Save & Close` to save the :guilabel:`Create Milestone` form, and close the modal, or click :guilabel:`Save & New` to save the form and create another milestone. Add as many milestones as desired." msgstr "" -#: ../../content/applications/hr/time_off.rst:398 +#: ../../content/applications/hr/time_off.rst:399 msgid "This milestone form is configured so the employee earns five days a year. They start to earn this time yearly, on January 1st." msgstr "" -#: ../../content/applications/hr/time_off.rst:401 +#: ../../content/applications/hr/time_off.rst:402 msgid "The employee can never accrue more than 120 days of time off with this accrual plan. Anytime they have 120 days banked, they will stop accruing more time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:404 +#: ../../content/applications/hr/time_off.rst:405 msgid "Additionally, they can roll over up to 100 days of time off to the next year, and they have three months to use that rollover time." msgstr "" -#: ../../content/applications/hr/time_off.rst:407 +#: ../../content/applications/hr/time_off.rst:408 msgid "Note that due to the :guilabel:`Capped accrued time` of 120 days, the employee cannot carry over any time off that exceeds 120 days in total." msgstr "" @@ -22309,80 +22265,80 @@ msgstr "" msgid "A milestone form with all the entries filled out." msgstr "" -#: ../../content/applications/hr/time_off.rst:416 +#: ../../content/applications/hr/time_off.rst:417 msgid "Public holidays" msgstr "" -#: ../../content/applications/hr/time_off.rst:418 +#: ../../content/applications/hr/time_off.rst:419 msgid "Since holidays vary from country to country, or even city to city, there are no public holidays preconfigured in Odoo. To observe public or national holidays, and provide extra days off as holidays to employees, configure the observed public holidays in Odoo." msgstr "" -#: ../../content/applications/hr/time_off.rst:422 +#: ../../content/applications/hr/time_off.rst:423 msgid "It is important to configure public holidays in Odoo, so employees are aware of the days they have off, and do not request time off on days that are already set as a public holiday (non-working days)." msgstr "" -#: ../../content/applications/hr/time_off.rst:426 +#: ../../content/applications/hr/time_off.rst:427 msgid "Additionally, all public holidays configured in the **Time Off** app are also reflected in any app that uses working schedules, such as **Calendar**, **Planning**, **Manufacturing**, and more." msgstr "" -#: ../../content/applications/hr/time_off.rst:429 +#: ../../content/applications/hr/time_off.rst:430 msgid "Due to Odoo's integration with other apps that use working schedules, it is considered best practice to ensure *all* public holidays are configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:433 +#: ../../content/applications/hr/time_off.rst:434 msgid "Create public holidays" msgstr "" -#: ../../content/applications/hr/time_off.rst:435 +#: ../../content/applications/hr/time_off.rst:436 msgid "To create a public holiday, navigate to :menuselection:`Time Off app --> Configuration --> Public Holidays`. All currently configured public holidays appear in a default list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:438 +#: ../../content/applications/hr/time_off.rst:439 msgid "Click the :guilabel:`New` button, and a new line appears at the bottom of the list." msgstr "" -#: ../../content/applications/hr/time_off.rst:440 -#: ../../content/applications/hr/time_off.rst:502 +#: ../../content/applications/hr/time_off.rst:441 +#: ../../content/applications/hr/time_off.rst:503 msgid "Enter the following information on that new line:" msgstr "" -#: ../../content/applications/hr/time_off.rst:442 +#: ../../content/applications/hr/time_off.rst:443 msgid ":guilabel:`Name`: Enter the name of the holiday." msgstr "" -#: ../../content/applications/hr/time_off.rst:443 +#: ../../content/applications/hr/time_off.rst:444 msgid ":guilabel:`Company`: If in a multi-company database, the current company populates this field by default. It is **not** possible to edit this field." msgstr "" -#: ../../content/applications/hr/time_off.rst:447 +#: ../../content/applications/hr/time_off.rst:448 msgid "The :guilabel:`Company` field is hidden, by default. To view this field, click the :icon:`oi-settings-adjust` :guilabel:`(settings adjusts)` icon in the top-right corner of the list, to the far-right of the column titles, and activate the :guilabel:`Company` selection from the drop-down menu that appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:452 +#: ../../content/applications/hr/time_off.rst:453 msgid ":guilabel:`Start Date`: Using the date and time picker, select the date and time the holiday starts, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the current date. The start time is set according to the start time for the company (according to the :ref:`working schedules `). If the user's computer is set to a different time zone, the start time is adjusted accordingly, compared to the company's time zone." msgstr "" -#: ../../content/applications/hr/time_off.rst:457 +#: ../../content/applications/hr/time_off.rst:458 msgid ":guilabel:`End Date`: Using the date and time picker, select the date and time the holiday ends, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the current date, and the time is set to the end time for the company (according to the :ref:`working schedules `). If the user's computer is set to a different time zone, the start time is adjusted accordingly, compared to the company's time zone." msgstr "" -#: ../../content/applications/hr/time_off.rst:464 +#: ../../content/applications/hr/time_off.rst:465 msgid "A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an eight hour work day and one hour lunch break." msgstr "" -#: ../../content/applications/hr/time_off.rst:467 +#: ../../content/applications/hr/time_off.rst:468 msgid "For a user in New York, with a computer time zone set to Eastern Standard Time, a created public holiday displays a start time of 12:00 PM - 9:00 PM, accounting for the three hour time zone difference." msgstr "" -#: ../../content/applications/hr/time_off.rst:471 +#: ../../content/applications/hr/time_off.rst:472 msgid "Similarly, a user located in Los Angeles, with a computer time zone set to Pacific Standard Time, sees a public holiday time as 9:00 AM - 6:00 PM." msgstr "" -#: ../../content/applications/hr/time_off.rst:474 +#: ../../content/applications/hr/time_off.rst:475 msgid ":guilabel:`Working Hours`: If the holiday should only apply to employees who have a specific set of working hours, select the working hours from the drop-down menu. If left blank, the holiday applies to all employees." msgstr "" -#: ../../content/applications/hr/time_off.rst:477 +#: ../../content/applications/hr/time_off.rst:478 msgid ":guilabel:`Work Entry Type`: If using the **Payroll** app, this field defines how the :ref:`work entries ` for the holiday appear. Select the work entry type from the drop-down menu." msgstr "" @@ -22390,59 +22346,59 @@ msgstr "" msgid "The list of public holidays in the configuration menu." msgstr "" -#: ../../content/applications/hr/time_off.rst:485 +#: ../../content/applications/hr/time_off.rst:486 msgid "Mandatory days" msgstr "" -#: ../../content/applications/hr/time_off.rst:487 +#: ../../content/applications/hr/time_off.rst:488 msgid "Some companies have special days where specific departments, or the entire staff, is required to be present, and time off is not allowed on those specific days." msgstr "" -#: ../../content/applications/hr/time_off.rst:490 +#: ../../content/applications/hr/time_off.rst:491 msgid "These types of days are called *mandatory days* in Odoo. These can be configured to be company-wide, or department specific. When configured, employees in the specified department or company are unable to submit time off requests for these mandatory days." msgstr "" -#: ../../content/applications/hr/time_off.rst:495 +#: ../../content/applications/hr/time_off.rst:496 msgid "Create mandatory days" msgstr "" -#: ../../content/applications/hr/time_off.rst:497 +#: ../../content/applications/hr/time_off.rst:498 msgid "No mandatory days are configured in Odoo by default. To create a mandatory day, navigate to :menuselection:`Time Off app --> Configuration --> Mandatory Days`." msgstr "" -#: ../../content/applications/hr/time_off.rst:500 +#: ../../content/applications/hr/time_off.rst:501 msgid "Click the :guilabel:`New` button in the top-left corner, and a blank line appears in the list." msgstr "" -#: ../../content/applications/hr/time_off.rst:504 +#: ../../content/applications/hr/time_off.rst:505 msgid ":guilabel:`Name`: Enter the name of the mandatory day." msgstr "" -#: ../../content/applications/hr/time_off.rst:505 +#: ../../content/applications/hr/time_off.rst:506 msgid ":guilabel:`Company`: If in a multi-company database, this field is visible, and the current company populates this field, by default. Using the drop-down menu, select the company the mandatory day is for." msgstr "" -#: ../../content/applications/hr/time_off.rst:508 +#: ../../content/applications/hr/time_off.rst:509 msgid ":guilabel:`Departments`: This column is hidden by default. First, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` icon in the top-right corner, next to :guilabel:`Color`, and then tick the checkbox next to :guilabel:`Departments` to reveal that column." msgstr "" -#: ../../content/applications/hr/time_off.rst:513 +#: ../../content/applications/hr/time_off.rst:514 msgid "Next, select the desired departments from the drop-down menu. Multiple departments can be selected, and there is no limit to the amount of departments that can be added." msgstr "" -#: ../../content/applications/hr/time_off.rst:516 +#: ../../content/applications/hr/time_off.rst:517 msgid "If this field is left blank, the mandatory day applies to the entire company." msgstr "" -#: ../../content/applications/hr/time_off.rst:517 +#: ../../content/applications/hr/time_off.rst:518 msgid ":guilabel:`Start Date`: Using the calendar picker, select the date the mandatory day starts." msgstr "" -#: ../../content/applications/hr/time_off.rst:518 +#: ../../content/applications/hr/time_off.rst:519 msgid ":guilabel:`End Date`: Using the calendar picker, select the date the mandatory day ends. If creating a single mandatory day, the end date should be the same as the start date." msgstr "" -#: ../../content/applications/hr/time_off.rst:520 +#: ../../content/applications/hr/time_off.rst:521 msgid ":guilabel:`Color`: If desired, select a color from the available presented options. If no color is desired, select the `No color` option, represented by a white box with. The selected color appears on the main **Time Off** app dashboard, in both the calendar and in the legend." msgstr "" @@ -22450,43 +22406,43 @@ msgstr "" msgid "The Mandatory Days section with three configured days." msgstr "" -#: ../../content/applications/hr/time_off.rst:530 +#: ../../content/applications/hr/time_off.rst:531 msgid "To view a color-coded schedule of the user's time off, and/or of the team managed by them, navigate to :menuselection:`Time Off app --> Overview`. This presents a calendar with the default filter of `My Team`, in a quarterly (three month) view." msgstr "" -#: ../../content/applications/hr/time_off.rst:534 +#: ../../content/applications/hr/time_off.rst:535 msgid "To change the time period displayed, click on the :icon:`fa-calendar` :guilabel:`(time period)` button to reveal a drop-down menu. Then, select either :guilabel:`Today`, :guilabel:`This week`, :guilabel:`This month`, :guilabel:`This year`, or a custom time period, to present the calendar in that corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:539 +#: ../../content/applications/hr/time_off.rst:540 msgid "To navigate forward or backward in time, in the selected increment (:guilabel:`Month`, :guilabel:`Week`, etc.), click the :icon:`oi-arrow-left` :guilabel:`(left arrow)` or :icon:`oi-arrow-right` :guilabel:`(right arrow)` buttons to move either forward or backward in that specified amount of time. For example, if :guilabel:`Month` is selected, the arrows adjust the view by one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:545 +#: ../../content/applications/hr/time_off.rst:546 msgid "To return to a view containing the current day, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:548 +#: ../../content/applications/hr/time_off.rst:549 msgid "Team members are listed alphabetically on individual lines, and their requested time off, regardless of the status (*validated* or *to approve*), is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:551 +#: ../../content/applications/hr/time_off.rst:552 msgid "Each employee is color-coded. The employee's color is selected at random, and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:554 +#: ../../content/applications/hr/time_off.rst:555 msgid "The status of the time off is represented by the color detail of the request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:557 +#: ../../content/applications/hr/time_off.rst:558 msgid "The number of days or hours requested is written on the request (if there is enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:559 +#: ../../content/applications/hr/time_off.rst:560 msgid "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph shows how many people are projected to be out on any given day. The number on each individual bar represents the number of employees out for those highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:563 +#: ../../content/applications/hr/time_off.rst:564 msgid "Click on a time off entry to view the details for the specific time off entry. The total number of hours or days are listed, along with the start and end time of the time off. To view the details of the time off request in a modal, click the :guilabel:`View` button." msgstr "" @@ -22494,23 +22450,23 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:571 +#: ../../content/applications/hr/time_off.rst:572 msgid ":doc:`time_off/allocations`" msgstr "" -#: ../../content/applications/hr/time_off.rst:572 +#: ../../content/applications/hr/time_off.rst:573 msgid ":doc:`time_off/request_time_off`" msgstr "" -#: ../../content/applications/hr/time_off.rst:573 +#: ../../content/applications/hr/time_off.rst:574 msgid ":doc:`time_off/my_time`" msgstr "" -#: ../../content/applications/hr/time_off.rst:574 +#: ../../content/applications/hr/time_off.rst:575 msgid ":doc:`time_off/management`" msgstr "" -#: ../../content/applications/hr/time_off.rst:575 +#: ../../content/applications/hr/time_off.rst:576 msgid ":doc:`time_off/reporting`" msgstr "" diff --git a/locale/sources/index.pot b/locale/sources/index.pot index 8bd128c279..5f67aac2ad 100644 --- a/locale/sources/index.pot +++ b/locale/sources/index.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 17.0\n" +"Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-11-08 08:46+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index a6f82f5c22..6883a7da59 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: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" diff --git a/locale/sources/marketing.pot b/locale/sources/marketing.pot index 81816934f5..6f0aeb03f8 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: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index 2a4c638828..0d913cfedb 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -30,8 +30,9 @@ msgstr "" #: ../../content/applications/productivity/appointments.rst:16 #: ../../content/applications/productivity/appointments/create-opps.rst:13 +#: ../../content/applications/productivity/dashboards.rst:127 #: ../../content/applications/productivity/documents.rst:39 -#: ../../content/applications/productivity/spreadsheet/insert.rst:580 +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:177 #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17 #: ../../content/applications/productivity/voip/onsip.rst:33 msgid "Configuration" @@ -1288,511 +1289,1131 @@ msgstr "" msgid ":guilabel:`Synchronize all existing events`: sync all events on *Microsoft Outlook Calendar* and/or Odoo calendar." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:3 -msgid "Data Cleaning" +#: ../../content/applications/productivity/dashboards.rst:5 +msgid "Dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:5 -msgid "The Odoo **Data Cleaning** app maintains data integrity and consistency with the following features:" +#: ../../content/applications/productivity/dashboards.rst:13 +msgid "**Odoo Dashboards** allows you to consult, customize, and build interactive dashboards that display real-time data from your Odoo database in an easy-to-understand way. By centralizing data from various Odoo sources in a single location, dashboards provide an overview of key business metrics that can help you monitor business performance and make informed decisions." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:7 -msgid ":ref:`Deduplicates `: merges or removes duplicate entries to ensure data is unique." +#: ../../content/applications/productivity/dashboards.rst:18 +msgid ":doc:`Odoo spreadsheets <../../applications/productivity/spreadsheet>` serve as the foundation for dashboards, with tables and charts used to structure and visualize dynamic Odoo data. :ref:`Data sources ` connect a dashboard's underlying spreadsheet to your database, ensuring the most recent data is retrieved every time the dashboard is opened or refreshed." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:9 -msgid ":ref:`Recycles `: identifies outdated records to either archive or delete them." +#: ../../content/applications/productivity/dashboards.rst:24 +msgid "With Odoo Dashboards, users can, depending on their :ref:`access rights `:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:11 -msgid ":ref:`Formats `: standardizes text data by finding and replacing it according to specified needs." +#: ../../content/applications/productivity/dashboards.rst:27 +msgid ":ref:`consult dashboards `, including :ref:`standard, pre-configured dashboards `" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:14 -msgid "Customizable rules ensure text data stays up-to-date, streamlined, consistently formatted, and aligned with company-specific formatting requirements." +#: ../../content/applications/productivity/dashboards.rst:29 +msgid ":ref:`interact with dashboards ` using filters and by accessing underlying data" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:20 -msgid "Install modules" +#: ../../content/applications/productivity/dashboards.rst:31 +msgid ":ref:`share a snapshot of a dashboard ` with internal users who do not have the appropriate access rights or with external users" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:22 -msgid "The **Data Cleaning** application consists of several modules. :ref:`Install ` the following to access all available features:" +#: ../../content/applications/productivity/dashboards.rst:33 +msgid ":doc:`build custom dashboards <../../applications/productivity/dashboards/build_and_customize_dashboards>` using Odoo Spreadsheet" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -#: ../../content/applications/productivity/whatsapp.rst:275 -#: ../../content/applications/productivity/whatsapp.rst:680 -msgid "Name" +#: ../../content/applications/productivity/dashboards.rst:36 +msgid ":ref:`customize dashboards ` to modify what data is shown, the layout, or the filters available" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`Technical name`" +#: ../../content/applications/productivity/dashboards.rst:38 +msgid ":ref:`manage access rights ` to dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:31 -msgid "Description" +#: ../../content/applications/productivity/dashboards.rst:39 +msgid "centralize frequently consulted Odoo views on a personal :doc:`../../applications/productivity/dashboards/my_dashboard` page" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid ":guilabel:`Data Recycle`" +#: ../../content/applications/productivity/dashboards.rst:43 +msgid "Once a spreadsheet has been converted into a dashboard, it can only be accessed via the Dashboards app." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`data_recycle`" +#: ../../content/applications/productivity/dashboards.rst:45 +msgid "Unlike other Odoo dashboards, :guilabel:`My Dashboard` is not based on Odoo Spreadsheet, but rather on :doc:`Odoo views <../studio/views>`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:34 -msgid "Base module to enable the recycle feature, available on :ref:`Odoo Community edition `." +#: ../../content/applications/productivity/dashboards.rst:51 +msgid "Consult dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid ":guilabel:`Data Cleaning`" +#: ../../content/applications/productivity/dashboards.rst:53 +msgid "On the main Dashboards page, the left panel lists all :ref:`dashboards a user has access to `, grouped by section. Clicking on a dashboard name opens that dashboard in the main part of the page." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`data_cleaning`" +#: ../../content/applications/productivity/dashboards.rst:58 +msgid "Clicking the :icon:`fa-angle-double-left` :guilabel:`(double chevron)` icon at the top of the left panel collapses the panel, maximizing the space available for dashboards." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:38 -msgid "Enables field cleaning feature to format text data across multiple records, available **only** on :ref:`Odoo Enterprise edition `." +#: ../../content/applications/productivity/dashboards.rst:64 +msgid "Standard dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid ":guilabel:`Data Cleaning (merge)`" +#: ../../content/applications/productivity/dashboards.rst:66 +msgid "Depending on which apps are installed, a series of standard dashboards is available by default." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`data_merge`" +#: ../../content/applications/productivity/dashboards.rst:68 +msgid "These pre-configured dashboards have been designed to provide the most relevant insights for the topic in question. Data on specific aspects of the topic is presented in tables and charts, while dashboard-specific filters allow users to tailor the view to their needs." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:42 -msgid "Enables the deduplication feature to find similar (or duplicate) records, and merge them, available **only** on :ref:`Odoo Enterprise edition `." +#: ../../content/applications/productivity/dashboards.rst:73 +msgid "Within the :guilabel:`Sales` section in the Dashboards app, the :guilabel:`Sales` dashboard gives an overview of the number of quotations and orders, the revenue, and the average order value, as well as a chart showing monthly sales. It also includes tables listing top quotations and sales orders, top-performing products and salespeople, and top countries served." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid ":guilabel:`CRM Deduplication`" +#: ../../content/applications/productivity/dashboards.rst:78 +msgid "A series of pre-configured global filters at the top of the dashboard allows the entire dashboard to be filtered by, e.g., product or sales team. A default value of `Last 90 days` in the period filter means data from the previous 90 days is automatically retrieved every time the dashboard is opened or refreshed." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`data_merge_crm`" +#: ../../content/applications/productivity/dashboards.rst:0 +msgid "Overview of Sales dashboard" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:52 -msgid "Enables the deduplication feature on the **CRM** app, and uses the :doc:`CRM default merging feature <../sales/crm/pipeline/merge_similar>`." +#: ../../content/applications/productivity/dashboards.rst:86 +msgid "Standard dashboards can be :ref:`customized ` by a user with the appropriate :ref:`access rights `. For example, dashboard elements like tables and charts, or global filters can be added, edited, or removed." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid ":guilabel:`Helpdesk Merge action`" +#: ../../content/applications/productivity/dashboards.rst:92 +msgid "When customizing a standard dashboard, it is highly recommended to :ref:`duplicate the dashboard ` and make any changes on the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`data_merge_helpdesk`" +#: ../../content/applications/productivity/dashboards.rst:100 +msgid "Interact with dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:56 -msgid "Enables the merge feature for the **Helpdesk** app." +#: ../../content/applications/productivity/dashboards.rst:102 +msgid "In addition to consulting a dashboard for a high-level overview of key business data, it is also possible to interact with the dashboard for a more detailed analysis:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid ":guilabel:`Project Merge action`" +#: ../../content/applications/productivity/dashboards.rst:105 +msgid "**Filter data**: Most standard dashboards have one or more :doc:`global filters `, shown as dropdown menus, at the top of the dashboard. These filters allow all the data on the dashboard to be filtered at the same time, for example, to show data only for a specific period of time, or for one or more salespeople or customers." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`data_merge_project`" +#: ../../content/applications/productivity/dashboards.rst:111 +msgid "**Open underlying database records**: To access database records referenced by a dashboard, click on the relevant value in a table or on a data point on a chart. Doing so opens either the individual record, or, in the case of charts or tables displaying consolidated data, a list of the referenced records." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:59 -msgid "Enables the merge feature for the **Projects** app." +#: ../../content/applications/productivity/dashboards.rst:116 +msgid "**Open underlying database views**: To access the view from which the data for a specific chart or table is retrieved, click on the title of the chart or table. Doing so opens the corresponding list view, pivot view or graph view." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid ":guilabel:`UTM Deduplication`" +#: ../../content/applications/productivity/dashboards.rst:121 +msgid "To return to a dashboard after drilling down to underlying records or views, click the :guilabel:`Dashboards` breadcrumb at the upper left of the page." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`data_merge_utm`" +#: ../../content/applications/productivity/dashboards.rst:130 +msgid "Only a user with the appropriate :ref:`access rights ` can configure or modify settings for dashboards and dashboard sections." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:62 -msgid "Enables the merge feature for the **UTM Tracker** app." +#: ../../content/applications/productivity/dashboards.rst:133 +msgid "To manage dashboards and dashboard sections, go to :menuselection:`Configuration --> Dashboards`. The following actions are possible at the level of dashboard sections:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid ":guilabel:`WMS Accounting Merge`" +#: ../../content/applications/productivity/dashboards.rst:136 +msgid "**Change the order of dashboard sections** by using the :icon:`oi-draggable` :guilabel:`(drag handle)` icon to move a section to a new position." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "`data_merge_stock_account`" +#: ../../content/applications/productivity/dashboards.rst:139 +msgid "**Duplicate a dashboard section** by selecting the relevant section name, clicking the :icon:`fa-cog` :guilabel:`Actions` button, and then :icon:`fa-clone` :guilabel:`Duplicate`. The dashboards within the section are not duplicated." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:65 -msgid "Creates a warning in cases of products merging that may affect inventory valuation, if the **Inventory** app is installed." +#: ../../content/applications/productivity/dashboards.rst:143 +msgid "**Delete a dashboard section** by selecting the relevant section name, clicking the :icon:`fa-cog` :guilabel:`Actions` button then :icon:`fa-trash-o` :guilabel:`Delete`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:71 -msgid "Deduplication" +#: ../../content/applications/productivity/dashboards.rst:147 +msgid "Standard, pre-installed dashboard sections cannot be deleted; custom dashboard sections, on the other hand, can be deleted." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:73 -msgid "The *Duplicates* dashboard groups similar records to be :ref:`merged ` by matching conditions within the records set by the :ref:`deduplication rules `." +#: ../../content/applications/productivity/dashboards.rst:150 +msgid "**Create a new dashboard section** by clicking :guilabel:`New`, then entering the section name. When creating a new section, it is possible to add a dashboard to the new section directly by clicking :guilabel:`Add a spreadsheet`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:77 -msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Deduplication`." +#: ../../content/applications/productivity/dashboards.rst:154 +msgid "Clicking on an individual dashboard section lists all dashboards within that section. The following actions are possible:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:-1 -msgid "Deduplication dashboard in the Data Cleaning application." +#: ../../content/applications/productivity/dashboards.rst:157 +msgid "**Change the order of a dashboard within its section** by using the :icon:`oi-draggable` :guilabel:`(drag handle)` icon to move the dashboard to a new position." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:82 -msgid "The :guilabel:`RULE` sidebar lists each of the active deduplication rules, and displays the total number of duplicates detected beside each rule." +#: ../../content/applications/productivity/dashboards.rst:160 +msgid "**Edit the name of a dashboard section or dashboard** by clicking the name and modifying it." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:85 -msgid "By default, the :guilabel:`All` rule is selected. Records are grouped by their rule, with a :guilabel:`Similarity` rating (out of 100%), with the following columns:" +#: ../../content/applications/productivity/dashboards.rst:162 +msgid "**Add or remove user groups** to :ref:`control access to the dashboard `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:88 -msgid ":guilabel:`Created On`: the date and time the original record was created." +#: ../../content/applications/productivity/dashboards.rst:165 +msgid "**Select a company** if, in a :doc:`multi-company <../../applications/general/companies/multi_company>` database, the dashboard should only be visible to users of one company. If this field is left blank, the dashboard is visible to all users with the appropriate access rights, regardless of which company is currently selected in the database." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:89 -msgid ":guilabel:`Name`: the name or title of the original record." +#: ../../content/applications/productivity/dashboards.rst:171 +msgid "**Unpublish a dashboard** by disabling the :guilabel:`Is Published` toggle." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:90 -msgid ":guilabel:`Field Values`: the original record's values for the fields used to detect duplicates." +#: ../../content/applications/productivity/dashboards.rst:173 +msgid "**Edit the underlying spreadsheet** of a dashboard by clicking :icon:`fa-pencil` :guilabel:`Edit` on the line of the relevant dashboard." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:91 -msgid ":guilabel:`Used In`: lists other models referencing the original record." +#: ../../content/applications/productivity/dashboards.rst:177 +msgid "When customizing a standard dashboard, it is highly recommended to :ref:`duplicate the dashboard ` and make any changes on the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:92 -msgid ":guilabel:`ID`: the original record's unique ID." +#: ../../content/applications/productivity/dashboards.rst:182 +msgid "**Delete a dashboard** by clicking the :icon:`fa-trash` :guilabel:`(trash)` icon." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:93 -msgid ":guilabel:`Is Master`: the duplicates are merged into the *master* record. There can only be **one** master record in a grouping of similar records." +#: ../../content/applications/productivity/dashboards.rst:185 +msgid "A standard dashboard that is deleted is reinstalled at the next Odoo version upgrade." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:96 -msgid "Select a specific rule in the :guilabel:`RULE` sidebar to filter the duplicate records." +#: ../../content/applications/productivity/dashboards.rst:187 +msgid "**Add a new dashboard to the section** by clicking :guilabel:`Add a spreadsheet`. Two options exist:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:101 -msgid "Merge duplicate records" +#: ../../content/applications/productivity/dashboards.rst:190 +msgid "To convert an existing spreadsheet into a dashboard and add it to the new section, select the relevant spreadsheet, then click :guilabel:`Confirm`. Back in the section overview, update the :guilabel:`Group` and :guilabel:`Company` fields if needed." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:103 -msgid "To merge records, first choose a *master* record within the grouping of similar records. The master record acts as the base, at which any additional information from similar records are merged into." +#: ../../content/applications/productivity/dashboards.rst:194 +msgid "To start creating a dashboard from scratch, select :guilabel:`Blank spreadsheet`. To return to the section overview, click the name of the section at the top left of the page. Update the :guilabel:`Group` and :guilabel:`Company` fields if needed." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:106 -msgid "Optionally, no master record can be set, leaving Odoo to choose a record at random to merge into." +#: ../../content/applications/productivity/dashboards.rst:199 +msgid "After a spreadsheet has been converted into a dashboard, it can only be :ref:`accessed and edited via the Dashboards app `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:108 -msgid "Next, click the :guilabel:`Merge` button at the top of the similar records grouping. Then, click :guilabel:`Ok` to confirm the merge." +#: ../../content/applications/productivity/dashboards.rst:203 +msgid "A newly created dashboard is by default accessible to users belonging to the default internal :ref:`user group `. Edit this if needed via the configuration page of the relevant dashboard section." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:111 -msgid "Once a record is merged, a message is logged in the chatter of the master record, describing the merge. Certain records, like **Project** tasks, are logged in the chatter with a link to the old record as a convenient reference of the merge." +#: ../../content/applications/productivity/dashboards.rst:206 +msgid "It is also possible to :ref:`convert a spreadsheet into a dashboard ` and add it to a dashboard section starting from the spreadsheet in the Documents app." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:116 -msgid "Discard groupings by clicking the :guilabel:`DISCARD` button. Upon doing so, the grouping is hidden from the list and archived." +#: ../../content/applications/productivity/dashboards.rst:213 +msgid "Access rights and sharing" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:119 -msgid "View discarded groupings by selecting the :guilabel:`Discarded` filter from the :ref:`search bar `." +#: ../../content/applications/productivity/dashboards.rst:218 +msgid "Consulting dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:125 -msgid "Deduplication rules" +#: ../../content/applications/productivity/dashboards.rst:220 +msgid "The *right to view and interact with a dashboard* is based on :ref:`user groups `, and is managed in the :ref:`Configuration settings ` of the Dashboards app. Only users who are part of a group that has been granted access to a specific dashboard see that dashboard in the left-hand panel on the main Dashboards page. Users with `Dashboard / Admin` access rights can view all dashboards." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:127 -msgid "The *Deduplication Rules* set the conditions for how records are detected as duplicates." +#: ../../content/applications/productivity/dashboards.rst:227 +msgid "However, the *visibility of dynamic Odoo data within a dashboard* is handled separately. This is based on a user's :ref:`access rights ` to the model from which the data has been retrieved, and takes into account any record rules that may restrict access." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:129 -msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`." +#: ../../content/applications/productivity/dashboards.rst:232 +msgid "User permissions are taken into account when a user opens a dashboard, with the dashboard only being populated with data the user is authorized to see. This means that a user could in theory be able to view a dashboard but, due to a lack of appropriate permissions, not be able to see the Odoo data the dashboard's creator intended to be displayed." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:134 -msgid "The deduplication rules run once every day, by default, as part of a scheduled action cron (*Data Merge: Find Duplicate Records*). However, each rule can be :ref:`ran manually ` anytime." +#: ../../content/applications/productivity/dashboards.rst:237 +msgid "Therefore, it is crucial to take user permissions into consideration when granting dashboard access to groups." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:139 -msgid "Modify a deduplication rule" +#: ../../content/applications/productivity/dashboards.rst:241 +msgid "Granting the user group `Sales / User: Own Documents Only` access to the :guilabel:`Sales` dashboard would serve little purpose. While users belonging to that group would be able to view and interact with the dashboard, they would only see data related to their own sales, rendering the overall dashboard misleading." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:141 -msgid "Select a default rule to edit, or create a new rule by clicking on the :guilabel:`New` button." +#: ../../content/applications/productivity/dashboards.rst:249 +msgid "Manage access rights to view dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:143 -msgid "First, choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model." +#: ../../content/applications/productivity/dashboards.rst:251 +msgid "To manage users' rights to view and interact with a dashboard:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:146 -msgid "Optionally, configure a :guilabel:`Domain` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link." +#: ../../content/applications/productivity/dashboards.rst:253 +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:117 +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:159 +msgid "In the Dashboards app, go to :menuselection:`Configuration --> Dashboards`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:149 -msgid "Depending on the selected :guilabel:`Model`, the :guilabel:`Duplicate Removal` field appears. Choose whether to :guilabel:`Archive` or :guilabel:`Delete` merged records." +#: ../../content/applications/productivity/dashboards.rst:254 +msgid "From the list of dashboard sections, open the relevant section." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:152 -msgid "Next, select a :guilabel:`Merge Mode`:" +#: ../../content/applications/productivity/dashboards.rst:255 +msgid "On the line of the relevant dashboard, in the :guilabel:`Group` column:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:154 -msgid ":guilabel:`Manual`: requires each duplicate grouping to be manually merged, also enables the :guilabel:`Notify Users` field." +#: ../../content/applications/productivity/dashboards.rst:257 +msgid "add a user group by clicking the field until a dropdown with user groups appears, then selecting the appropriate user group. In the dropdown, click :guilabel:`Search More` to access the full list of user groups;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:156 -msgid ":guilabel:`Automatic`: automatically merges duplicate groupings, without notifying users, based on the records with a similarity percentage above the threshold set in the :guilabel:`Similarity Threshold` field." +#: ../../content/applications/productivity/dashboards.rst:260 +msgid "remove a user group by clicking the relevant group name, then clicking :icon:`fa-times` :guilabel:`(Delete)`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:160 -msgid "Enable the :guilabel:`Active` toggle to start capturing duplicates with this rule as soon as it is saved." +#: ../../content/applications/productivity/dashboards.rst:266 +msgid "Building, customizing and configuring dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:163 -msgid "Lastly, create at least one deduplication rule in the :guilabel:`Deduplication Rules` field, by clicking :guilabel:`Add a line`, under the :guilabel:`Unique ID Field` column." +#: ../../content/applications/productivity/dashboards.rst:268 +msgid "Only users with `Dashboards / Admin` access rights can :ref:`customize dashboards ` or :ref:`configure dashboard settings `. To :ref:`build a dashboard from scratch `, a user must have both `Dashboards / Admin` and `Documents / User` access rights." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:166 -msgid "Select a field in the model from the :guilabel:`Unique ID Field` drop-down menu. This field is referenced for similar records." +#: ../../content/applications/productivity/dashboards.rst:277 +msgid "Share dashboard snapshot" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:168 -msgid "Select a matching condition in the :guilabel:`Match If` field to apply the deduplication rule, depending on the text in the :guilabel:`Unique ID Field`:" +#: ../../content/applications/productivity/dashboards.rst:279 +msgid "To share a frozen version of a dashboard with an internal user who does not have the appropriate access or with an external party, click :icon:`fa-share-alt` :guilabel:`Share` at the top-right of the page then click the :icon:`fa-clone` :guilabel:`(copy)` icon to copy a shareable link to your clipboard." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:171 -msgid ":guilabel:`Exact Match`: the characters in the text match exactly." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:3 +msgid "Build and customize dashboards" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:172 -msgid ":guilabel:`Case/Accent Insensitive Match`: the characters in the text match, regardless of casing and language-specific accent differences." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:5 +msgid "In addition to consulting :ref:`standard dashboards `, users with the appropriate :ref:`access rights ` can :ref:`build custom dashboards from scratch ` or :ref:`customize existing dashboards ` to respond to specific business needs." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:176 -msgid "At least one :guilabel:`Deduplication Rules` must be set for the rule to capture duplicates." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:14 +msgid "Build a dashboard" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:179 -msgid "A few more fields are available for an advanced configuration." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:16 +msgid "In its most simple terms, building a dashboard involves :doc:`inserting Odoo data into a spreadsheet <../spreadsheet/insert>` then :ref:`converting that spreadsheet into a dashboard `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:181 -msgid "If on a multi-company database, the :guilabel:`Cross-Company` field is available. When enabled, duplicates across different companies are suggested." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:20 +msgid "However, to build a dashboard that delivers relevant and valuable insights, it is important to consider the process in terms of three key stages: :ref:`preparation `, :ref:`data insertion and manipulation `, and :ref:`data visualization `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:184 -msgid "Activate :ref:`developer-mode` to display the :guilabel:`Suggestion Threshold` field. Duplicates with a similarity below the threshold set in this field are **not** suggested." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:29 +msgid "Preparation" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:187 -msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually ` to instantly capture duplicate records." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:31 +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:48 +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:63 +msgid "This stage involves:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:193 -msgid "Manually run a deduplication rule" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:33 +msgid "defining the purpose of the dashboard, in other words, the business questions it needs to answer, and deciding what data would answer those questions;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:195 -msgid "To manually run a specific deduplication rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`, and select the rule to run." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:35 +msgid "determining where to find the relevant Odoo data and deciding which :doc:`type of view <../../studio/views>` (i.e., list, pivot table, or chart) is most suited for the data analysis needed;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:198 -msgid "Then, on the rule form, select the :guilabel:`Deduplicate` button on the top-left. Upon doing so, the :icon:`fa-clone` :guilabel:`Duplicates` smart button displays the number of duplicates captured." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:38 +msgid "preparing the Odoo data by refining the views to focus on the most relevant information, e.g., by using :doc:`search filters <../../essentials/search>`, by making only certain list fields visible, or by deciding which dimensions and measures a pivot table should use;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:201 -msgid "Click on the :icon:`fa-clone` :guilabel:`Duplicates` smart button to :ref:`manage these records `." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:41 +msgid "sourcing any other information needed to support the dashboard." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:207 -msgid "Recycle records" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:46 +msgid "Data insertion and manipulation" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:209 -msgid "Use the *recycle records* feature to rid the database of old and outdated records." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:50 +msgid ":doc:`inserting the prepared lists, pivot tables or charts <../spreadsheet/insert>` into the spreadsheet you will use to build your dashboard;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:211 -msgid "The *Field Recycle Records* dashboard displays records that can be archived or deleted, by matching conditions within the records set by the :ref:`recycle record's rules `." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:52 +msgid "manipulating the data, if needed, to be able to draw the necessary insights. This may involve performing calculations or creating custom metrics using :doc:`standard or Odoo-specific functions and formulas <../spreadsheet/work_with_data/functions>`, referencing data from various sources within the spreadsheet, or :doc:`converting static pivot tables to dynamic pivot tables <../spreadsheet/work_with_data/dynamic_pivot_tables>`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:214 -msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Recycle Records`." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:61 +msgid "Data visualization" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:-1 -msgid "Field Recycle Records dashboard in the Data Cleaning application." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:65 +msgid "presenting the data on at least the first sheet of your spreadsheet (i.e., the sheet that will serve as the front end of your dashboard) in a clear, visual, and meaningful way so it is easy to interpret. Concretely, this means deciding on the layout and order of elements such as tables and charts, as well as using tools and techniques to guide the user, such as clear and descriptive headings, text formatting and colors, carefully chosen chart types, and conditional formatting to highlight specific data visually;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:219 -msgid "The :guilabel:`RECYCLE RULES` sidebar lists each of the active recycle record rules." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:71 +msgid ":ref:`inserting clickable links `, if relevant, to provide access to Odoo menu items, URLs, or other sheets within the same spreadsheet if these should also be accessible from the front end of your dashboard;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:221 -msgid "By default, the :guilabel:`All` option is selected. Records are displayed with the following columns:" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:74 +msgid ":doc:`creating global filters <../spreadsheet/work_with_data/global_filters>` to allow users to tailor the view to their needs;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:224 -#: ../../content/applications/productivity/data_cleaning.rst:339 -msgid ":guilabel:`Record ID`: the ID of the original record." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:76 +msgid ":ref:`converting the spreadsheet into a dashboard `, determining whether to add the dashboard to an existing or new dashboard section, and :ref:`managing access rights to the dashboard `." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:225 -#: ../../content/applications/productivity/data_cleaning.rst:340 -msgid ":guilabel:`Record Name`: the name or title of the original record." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:82 +msgid "Use standard dashboards as inspiration for how to best present and visualize data. For example, for charts, :ref:`open the underlying spreadsheet ` of a standard dashboard, hover over a chart and click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit` to see the chart properties on the right side of the screen." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:227 -msgid "Select a specific rule in the :guilabel:`RECYCLE RULES` sidebar to filter the records." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:88 +msgid "The possibility to link to other sheets within the same spreadsheet allows the creation of a multi-page dashboard, with users able to navigate between pages thanks to clickable links. Global filters apply across all pages of a dashboard." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:229 -msgid "To recycle records, click the :icon:`fa-check` :guilabel:`Validate` button on the row of the record." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:93 +msgid "`Odoo Tutorial: Dashboard from scratch `_" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:231 -msgid "Upon doing so, the record is recycled, depending on how the rule is configured, to be either archived or deleted from the database." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:99 +msgid "Customize a dashboard" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:235 -msgid "Discard groupings by clicking the :icon:`fa-times` :guilabel:`Discard` button. Upon doing so, the record is hidden from the list, and is not detected by the recycle rule again in the future." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:101 +msgid "Dashboards are customized by editing the dashboard's underlying spreadsheet." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:238 -msgid "View discarded records by selecting the :guilabel:`Discarded` filter from the :ref:`search bar ` drop-down menu." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:104 +msgid "When customizing a :ref:`standard dashboard `, it is highly recommended to :ref:`duplicate the dashboard ` and make any changes on the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:244 -msgid "Recycle record rules" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:113 +msgid "Open the underlying spreadsheet" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:246 -msgid "The *Recycle Records Rules* set the conditions for how records are recycled." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:115 +msgid "To open a dashboard's underlying spreadsheet:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:248 -msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:118 +msgid "Open the relevant dashboard section, then, on the line of the relevant dashboard, click :icon:`fa-pencil` :guilabel:`Edit`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:253 -msgid "Recycle rules run once a day, by default, as part of a scheduled action cron (*Data Recycle: Clean Records*). However, each rule can be :ref:`run manually ` anytime." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:122 +msgid "Users who do not have the appropriate :ref:`access rights ` to customize a dashboard can still access a read-only version of the dashboard's underlying spreadsheet." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:257 -msgid "By default, no recycle record rules exist. Click the :guilabel:`New` button to create a new rule." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:125 +msgid "To temporarily unpublish a dashboard while you make changes, disable :guilabel:`Is Published` *before* editing the dashboard, making note to republish it when the customization has been finalized." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:259 -msgid "On the recycle record rule form, first choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:128 +msgid "With :ref:`developer mode ` activated, click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon beside the name of a dashboard in the left panel to open its underlying spreadsheet." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:262 -msgid "Optionally, configure a :guilabel:`Filter` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:132 +msgid "The spreadsheet that opens typically consists of at least two sheets:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:265 -msgid "Next, configure the field and time range for how the rule detects the records to recycle:" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:134 +msgid "**The first sheet** always serves as the front end of your dashboard, and contains the tables and charts used to structure and visualize the data." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:267 -msgid ":guilabel:`Time Field`: select a field from the model to base the time (:dfn:`Delta`)." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:137 +msgid "**The second and any subsequent sheets** typically contain data used for the calculation of key metrics shown on the first sheet." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:268 -msgid ":guilabel:`Delta`: type the length of time, which must be a whole number (e.g. `7`)." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:141 +msgid "The :ref:`data sources ` that maintain the connection between the spreadsheet and the relevant models in your database can be viewed by clicking :menuselection:`Data` on the spreadsheet's menu bar. These data sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, :icon:`oi-view-list` :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:269 -msgid ":guilabel:`Delta Unit`: select the unit of time (:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`)." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:148 +msgid "For :ref:`standard dashboards `, while the data sources are still active and visible in the :menuselection:`Data` menu, the corresponding lists and pivot tables have been removed from the spreadsheet for better performance and a neater appearance." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:272 -msgid "Then, select a :guilabel:`Recycle Mode`:" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:155 +msgid "Duplicate a dashboard" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:274 -msgid ":guilabel:`Manual`: requires each detected record to be manually recycled, and enables the :guilabel:`Notify Users` field." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:157 +msgid "To duplicate a dashboard:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:276 -msgid ":guilabel:`Automatic`: automatically merges recycled groupings, without notifying users." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:160 +msgid "Open the relevant dashboard section, then, on the line of the dashboard you want to duplicate, click :icon:`fa-pencil` :guilabel:`Edit`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:278 -msgid "Lastly, select a :guilabel:`Recycle Action` to either :guilabel:`Archive` or :guilabel:`Delete` records. If :guilabel:`Delete` is selected, choose whether or not to :guilabel:`Include Archived` records in the rule." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:162 +msgid "In the spreadsheet that opens, click :menuselection:`File -->` :icon:`os-copy-file` :menuselection:`Make a copy`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:282 -msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually ` to instantly capture records to recycle." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:164 +msgid "Rename the duplicated dashboard by clicking the name of the spreadsheet at the top left of the screen and editing as needed." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:286 -msgid "A recycle rule can be configured to delete archived leads and opportunities that were last updated a year ago, and with a specific lost reason, by using the following configuration:" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:168 +msgid "To return to the overview of the dashboard section, click the name of the original dashboard at the top left of the page, then the name of the dashboard section." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:289 -msgid ":guilabel:`Model`: :guilabel:`Lead/Opportunity`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:170 +msgid "After duplicating a dashboard, delete the original dashboard by clicking the :icon:`fa-trash` :guilabel:`(trash)` icon or rename it by clicking on the name then editing it." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:290 -msgid ":guilabel:`Filter`:" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:176 +msgid "Add, edit, or remove dashboard elements" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:292 -msgid "`Active` `is` `not set`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:178 +msgid "Dashboards can be customized in various ways, such as by:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:293 -msgid "`Lost Reason` `is in` `Too expensive`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:180 +msgid "adding new tables and charts based on previously inserted or :ref:`newly inserted Odoo data `. This requires a similar approach to :ref:`building a dashboard from scratch `;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:295 -msgid ":guilabel:`Time Field`: :guilabel:`Last Updated on (Lead/Opportunity)`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:183 +msgid ":doc:`adding new global filters <../spreadsheet/work_with_data/global_filters>` or editing or deleting existing ones;" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:296 -msgid ":guilabel:`Delta`: `1`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:185 +msgid ":ref:`adding or editing clickable links ` to Odoo menus, URLs, or to other sheets within the same spreadsheet." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:297 -msgid ":guilabel:`Delta Unit`: :guilabel:`Years`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:189 +msgid "Dashboard elements that are no longer needed can be deleted from the spreadsheet. If, after deleting a dashboard element, a :ref:`data source ` is no longer being used in the spreadsheet, this is indicated by a :icon:`fa-exclamation-triangle` :guilabel:`(warning)` icon in the :guilabel:`Data` menu." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:298 -msgid ":guilabel:`Recycle Mode`: :guilabel:`Automatic`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:0 +msgid "Warning to indicate data source no longer used in spreadsheet" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:299 -msgid ":guilabel:`Recycle Action`: :guilabel:`Delete`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:200 +msgid "Insert new Odoo data" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:300 -msgid ":guilabel:`Include Archived`: :icon:`fa-check-square`" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:202 +msgid "Inserting new Odoo data into a dashboard's underlying spreadsheet requires starting from the relevant Odoo view. To do so:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:0 -msgid "Recycle records rule form for a lead/opportunity." +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:205 +msgid "With the relevant list view, pivot view or graph view open in your database, proceed as follows:" msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:308 -msgid "Manually run a recycle rule" +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:207 +msgid "For a list view, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :guilabel:`Spreadsheet -->` :icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`." msgstr "" -#: ../../content/applications/productivity/data_cleaning.rst:310 +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:210 +msgid "For a pivot or graph view, click :guilabel:`Insert in Spreadsheet` at the top left of the view." +msgstr "" + +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:212 +msgid "In the window that opens, edit the name if needed. For a list, edit the number of records, i.e., rows to be inserted, if needed." +msgstr "" + +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:214 +msgid "Click the :guilabel:`Dashboards` tab then select in which dashboard the list, pivot table, or chart should be inserted." +msgstr "" + +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:217 +msgid "A list or pivot table is inserted into a new sheet in the dashboard's underlying spreadsheet; a chart is inserted on the first sheet of the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/dashboards/build_and_customize_dashboards.rst:221 +msgid ":doc:`Inserting Odoo data into a spreadsheet <../spreadsheet/insert>`" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:3 +msgid "My Dashboard" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:5 +msgid "**My Dashboard** allows you to centralize the :doc:`Odoo views <../../studio/views>` you consult most regularly, making it possible to see critical tasks at a glance without having to first navigate through multiple apps. Unlike other Odoo dashboards, My Dashboard is not based on **Odoo Spreadsheet**." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:10 +msgid "Views inserted in My Dashboard are fully dynamic and retain many features of the source view, e.g., sorting of lists, changing the measures used for a pivot table or cohort view, changing the chart type, or clicking on a value or data point to view the underlying record(s)." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:15 +msgid "It is not possible to change the domain, i.e., the filtering or grouping, of a view that has been added to My Dashboard. To change the domain, make the necessary changes in the original view, then re-insert the view in My Dashboard and delete the originally inserted view." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:20 +msgid "Add views" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:22 +msgid "Most Odoo views can be added to My Dashboard, including:" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:24 +msgid ":ref:`multiple record views ` like list, kanban, and map" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:25 +msgid ":ref:`timeline views ` like calendar, cohort, and gantt" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:26 +msgid ":ref:`reporting views ` like pivot and graph" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:28 +msgid "To add a view to My Dashboard:" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:30 +msgid "With the relevant view open in your database, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Dashboard`." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:32 +msgid "Under :guilabel:`Add to my Dashboard`, rename the view if desired, then click :guilabel:`Add`." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:0 +msgid "Adding a view to My Dashboard" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:38 +msgid "Refresh the page." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:40 +msgid "The added view is now visible as a widget in My Dashboard in the Dashboards app." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:43 +msgid "If added views are not showing in My Dashboard, refresh the browser page." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:46 +msgid "Customize layout" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:48 +msgid "When at least one view has been added to My Dashboard, the page can be customized as follows:" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:50 +msgid "**Change the layout of the page**: Click :guilabel:`Change Layout` in the top-right corner and select the desired layout." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:54 +msgid "For multi-column layouts, the column limits are identified by :icon:`fa-caret-left` :guilabel:`(left caret)` and :icon:`fa-caret-right` :guilabel:`(right caret)` icons at the bottom of the page. If needed, scroll to the bottom of the page to see the column limits." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:0 +msgid "Column limits visible at bottom of page" +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:61 +msgid "**Collapse and expand widgets**: By default, an inserted widget is shown fully expanded. To collapse, or minimize, a widget, and show only the title, click the :icon:`fa-window-minimize` :guilabel:`(minimize)` icon at the top right of the widget. To expand a widget, click the :icon:`fa-window-maximize` :guilabel:`(maximize)` icon." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:65 +msgid "**Move widgets**: Drag and drop widgets to the desired location in the same column or a different column." +msgstr "" + +#: ../../content/applications/productivity/dashboards/my_dashboard.rst:67 +msgid "**Remove widgets**: To remove a widget from the page, click the :icon:`fa-times` :guilabel:`(remove)` icon." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:3 +msgid "Data Cleaning" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:5 +msgid "The Odoo **Data Cleaning** app maintains data integrity and consistency with the following features:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:7 +msgid ":ref:`Deduplicates `: merges or removes duplicate entries to ensure data is unique." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:9 +msgid ":ref:`Recycles `: identifies outdated records to either archive or delete them." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:11 +msgid ":ref:`Formats `: standardizes text data by finding and replacing it according to specified needs." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:14 +msgid "Customizable rules ensure text data stays up-to-date, streamlined, consistently formatted, and aligned with company-specific formatting requirements." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:20 +msgid "Install modules" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:22 +msgid "The **Data Cleaning** application consists of several modules. :ref:`Install ` the following to access all available features:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +#: ../../content/applications/productivity/whatsapp.rst:275 +#: ../../content/applications/productivity/whatsapp.rst:680 +msgid "Name" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`Technical name`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:31 +msgid "Description" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid ":guilabel:`Data Recycle`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`data_recycle`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:34 +msgid "Base module to enable the recycle feature, available on :ref:`Odoo Community edition `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid ":guilabel:`Data Cleaning`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`data_cleaning`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:38 +msgid "Enables field cleaning feature to format text data across multiple records, available **only** on :ref:`Odoo Enterprise edition `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid ":guilabel:`Data Cleaning (merge)`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`data_merge`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:42 +msgid "Enables the deduplication feature to find similar (or duplicate) records, and merge them, available **only** on :ref:`Odoo Enterprise edition `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid ":guilabel:`CRM Deduplication`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`data_merge_crm`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:52 +msgid "Enables the deduplication feature on the **CRM** app, and uses the :doc:`CRM default merging feature <../sales/crm/pipeline/merge_similar>`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid ":guilabel:`Helpdesk Merge action`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`data_merge_helpdesk`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:56 +msgid "Enables the merge feature for the **Helpdesk** app." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid ":guilabel:`Project Merge action`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`data_merge_project`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:59 +msgid "Enables the merge feature for the **Projects** app." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid ":guilabel:`UTM Deduplication`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`data_merge_utm`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:62 +msgid "Enables the merge feature for the **UTM Tracker** app." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid ":guilabel:`WMS Accounting Merge`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "`data_merge_stock_account`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:65 +msgid "Creates a warning in cases of products merging that may affect inventory valuation, if the **Inventory** app is installed." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:71 +msgid "Deduplication" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:73 +msgid "The *Duplicates* dashboard groups similar records to be :ref:`merged ` by matching conditions within the records set by the :ref:`deduplication rules `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:77 +msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Deduplication`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:-1 +msgid "Deduplication dashboard in the Data Cleaning application." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:82 +msgid "The :guilabel:`RULE` sidebar lists each of the active deduplication rules, and displays the total number of duplicates detected beside each rule." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:85 +msgid "By default, the :guilabel:`All` rule is selected. Records are grouped by their rule, with a :guilabel:`Similarity` rating (out of 100%), with the following columns:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:88 +msgid ":guilabel:`Created On`: the date and time the original record was created." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:89 +msgid ":guilabel:`Name`: the name or title of the original record." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:90 +msgid ":guilabel:`Field Values`: the original record's values for the fields used to detect duplicates." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:91 +msgid ":guilabel:`Used In`: lists other models referencing the original record." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:92 +msgid ":guilabel:`ID`: the original record's unique ID." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:93 +msgid ":guilabel:`Is Master`: the duplicates are merged into the *master* record. There can only be **one** master record in a grouping of similar records." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:96 +msgid "Select a specific rule in the :guilabel:`RULE` sidebar to filter the duplicate records." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:101 +msgid "Merge duplicate records" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:103 +msgid "To merge records, first choose a *master* record within the grouping of similar records. The master record acts as the base, at which any additional information from similar records are merged into." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:106 +msgid "Optionally, no master record can be set, leaving Odoo to choose a record at random to merge into." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:108 +msgid "Next, click the :guilabel:`Merge` button at the top of the similar records grouping. Then, click :guilabel:`Ok` to confirm the merge." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:111 +msgid "Once a record is merged, a message is logged in the chatter of the master record, describing the merge. Certain records, like **Project** tasks, are logged in the chatter with a link to the old record as a convenient reference of the merge." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:116 +msgid "Discard groupings by clicking the :guilabel:`DISCARD` button. Upon doing so, the grouping is hidden from the list and archived." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:119 +msgid "View discarded groupings by selecting the :guilabel:`Discarded` filter from the :ref:`search bar `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:125 +msgid "Deduplication rules" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:127 +msgid "The *Deduplication Rules* set the conditions for how records are detected as duplicates." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:129 +msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:134 +msgid "The deduplication rules run once every day, by default, as part of a scheduled action cron (*Data Merge: Find Duplicate Records*). However, each rule can be :ref:`ran manually ` anytime." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:139 +msgid "Modify a deduplication rule" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:141 +msgid "Select a default rule to edit, or create a new rule by clicking on the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:143 +msgid "First, choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:146 +msgid "Optionally, configure a :guilabel:`Domain` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:149 +msgid "Depending on the selected :guilabel:`Model`, the :guilabel:`Duplicate Removal` field appears. Choose whether to :guilabel:`Archive` or :guilabel:`Delete` merged records." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:152 +msgid "Next, select a :guilabel:`Merge Mode`:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:154 +msgid ":guilabel:`Manual`: requires each duplicate grouping to be manually merged, also enables the :guilabel:`Notify Users` field." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:156 +msgid ":guilabel:`Automatic`: automatically merges duplicate groupings, without notifying users, based on the records with a similarity percentage above the threshold set in the :guilabel:`Similarity Threshold` field." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:160 +msgid "Enable the :guilabel:`Active` toggle to start capturing duplicates with this rule as soon as it is saved." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:163 +msgid "Lastly, create at least one deduplication rule in the :guilabel:`Deduplication Rules` field, by clicking :guilabel:`Add a line`, under the :guilabel:`Unique ID Field` column." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:166 +msgid "Select a field in the model from the :guilabel:`Unique ID Field` drop-down menu. This field is referenced for similar records." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:168 +msgid "Select a matching condition in the :guilabel:`Match If` field to apply the deduplication rule, depending on the text in the :guilabel:`Unique ID Field`:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:171 +msgid ":guilabel:`Exact Match`: the characters in the text match exactly." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:172 +msgid ":guilabel:`Case/Accent Insensitive Match`: the characters in the text match, regardless of casing and language-specific accent differences." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:176 +msgid "At least one :guilabel:`Deduplication Rules` must be set for the rule to capture duplicates." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:179 +msgid "A few more fields are available for an advanced configuration." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:181 +msgid "If on a multi-company database, the :guilabel:`Cross-Company` field is available. When enabled, duplicates across different companies are suggested." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:184 +msgid "Activate :ref:`developer-mode` to display the :guilabel:`Suggestion Threshold` field. Duplicates with a similarity below the threshold set in this field are **not** suggested." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:187 +msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually ` to instantly capture duplicate records." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:193 +msgid "Manually run a deduplication rule" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:195 +msgid "To manually run a specific deduplication rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Deduplication`, and select the rule to run." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:198 +msgid "Then, on the rule form, select the :guilabel:`Deduplicate` button on the top-left. Upon doing so, the :icon:`fa-clone` :guilabel:`Duplicates` smart button displays the number of duplicates captured." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:201 +msgid "Click on the :icon:`fa-clone` :guilabel:`Duplicates` smart button to :ref:`manage these records `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:207 +msgid "Recycle records" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:209 +msgid "Use the *recycle records* feature to rid the database of old and outdated records." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:211 +msgid "The *Field Recycle Records* dashboard displays records that can be archived or deleted, by matching conditions within the records set by the :ref:`recycle record's rules `." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:214 +msgid "Navigate to this dashboard by going to :menuselection:`Data Cleaning app --> Recycle Records`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:-1 +msgid "Field Recycle Records dashboard in the Data Cleaning application." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:219 +msgid "The :guilabel:`RECYCLE RULES` sidebar lists each of the active recycle record rules." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:221 +msgid "By default, the :guilabel:`All` option is selected. Records are displayed with the following columns:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:224 +#: ../../content/applications/productivity/data_cleaning.rst:339 +msgid ":guilabel:`Record ID`: the ID of the original record." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:225 +#: ../../content/applications/productivity/data_cleaning.rst:340 +msgid ":guilabel:`Record Name`: the name or title of the original record." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:227 +msgid "Select a specific rule in the :guilabel:`RECYCLE RULES` sidebar to filter the records." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:229 +msgid "To recycle records, click the :icon:`fa-check` :guilabel:`Validate` button on the row of the record." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:231 +msgid "Upon doing so, the record is recycled, depending on how the rule is configured, to be either archived or deleted from the database." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:235 +msgid "Discard groupings by clicking the :icon:`fa-times` :guilabel:`Discard` button. Upon doing so, the record is hidden from the list, and is not detected by the recycle rule again in the future." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:238 +msgid "View discarded records by selecting the :guilabel:`Discarded` filter from the :ref:`search bar ` drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:244 +msgid "Recycle record rules" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:246 +msgid "The *Recycle Records Rules* set the conditions for how records are recycled." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:248 +msgid "These rules can be configured for each model in the database, and with varying levels of specificity. To get started, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:253 +msgid "Recycle rules run once a day, by default, as part of a scheduled action cron (*Data Recycle: Clean Records*). However, each rule can be :ref:`run manually ` anytime." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:257 +msgid "By default, no recycle record rules exist. Click the :guilabel:`New` button to create a new rule." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:259 +msgid "On the recycle record rule form, first choose a :guilabel:`Model` for this rule to target. Selecting a model updates the rule title to the chosen model." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:262 +msgid "Optionally, configure a :guilabel:`Filter` to specify the records eligible for this rule. The number of eligible records is shown in the :icon:`oi-arrow-right` :guilabel:`# record(s)` link." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:265 +msgid "Next, configure the field and time range for how the rule detects the records to recycle:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:267 +msgid ":guilabel:`Time Field`: select a field from the model to base the time (:dfn:`Delta`)." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:268 +msgid ":guilabel:`Delta`: type the length of time, which must be a whole number (e.g. `7`)." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:269 +msgid ":guilabel:`Delta Unit`: select the unit of time (:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`)." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:272 +msgid "Then, select a :guilabel:`Recycle Mode`:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:274 +msgid ":guilabel:`Manual`: requires each detected record to be manually recycled, and enables the :guilabel:`Notify Users` field." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:276 +msgid ":guilabel:`Automatic`: automatically merges recycled groupings, without notifying users." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:278 +msgid "Lastly, select a :guilabel:`Recycle Action` to either :guilabel:`Archive` or :guilabel:`Delete` records. If :guilabel:`Delete` is selected, choose whether or not to :guilabel:`Include Archived` records in the rule." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:282 +msgid "With the rule's configuration complete, either close the rule form, or :ref:`run the rule manually ` to instantly capture records to recycle." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:286 +msgid "A recycle rule can be configured to delete archived leads and opportunities that were last updated a year ago, and with a specific lost reason, by using the following configuration:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:289 +msgid ":guilabel:`Model`: :guilabel:`Lead/Opportunity`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:290 +msgid ":guilabel:`Filter`:" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:292 +msgid "`Active` `is` `not set`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:293 +msgid "`Lost Reason` `is in` `Too expensive`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:295 +msgid ":guilabel:`Time Field`: :guilabel:`Last Updated on (Lead/Opportunity)`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:296 +msgid ":guilabel:`Delta`: `1`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:297 +msgid ":guilabel:`Delta Unit`: :guilabel:`Years`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:298 +msgid ":guilabel:`Recycle Mode`: :guilabel:`Automatic`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:299 +msgid ":guilabel:`Recycle Action`: :guilabel:`Delete`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:300 +msgid ":guilabel:`Include Archived`: :icon:`fa-check-square`" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:0 +msgid "Recycle records rule form for a lead/opportunity." +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:308 +msgid "Manually run a recycle rule" +msgstr "" + +#: ../../content/applications/productivity/data_cleaning.rst:310 msgid "To manually run a specific recycle rule at any time, navigate to :menuselection:`Data Cleaning app --> Configuration --> Recycle Records`, and select the rule to run." msgstr "" @@ -4207,7 +4828,7 @@ msgid ":guilabel:`Advanced Search`: after typing the text in the search bar, cli msgstr "" #: ../../content/applications/productivity/knowledge.rst:394 -#: ../../content/applications/productivity/spreadsheet.rst:142 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:167 msgid "Version history" msgstr "" @@ -4608,7 +5229,7 @@ msgid "Set the number of days between reminders" msgstr "" #: ../../content/applications/productivity/sign.rst:173 -#: ../../content/applications/productivity/spreadsheet/templates.rst:3 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:44 msgid "Templates" msgstr "" @@ -7656,4669 +8277,4790 @@ msgstr "" msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Vietnam, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:5 +#: ../../content/applications/productivity/spreadsheet.rst:7 msgid "Spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:16 +#: ../../content/applications/productivity/spreadsheet.rst:17 msgid "**Odoo Spreadsheet** allows you to organize, manipulate, analyze, and visualize data. It offers similar functionality to other spreadsheet solutions with the added benefit of integrating directly with your Odoo database." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:20 +#: ../../content/applications/productivity/spreadsheet.rst:21 msgid "With Odoo Spreadsheet, you can:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:22 -msgid ":ref:`create spreadsheets ` or :ref:`upload files ` and open them as Odoo spreadsheets" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet.rst:24 -msgid ":doc:`create templates `" +#: ../../content/applications/productivity/spreadsheet.rst:23 +msgid ":ref:`create spreadsheets ` or :ref:`upload files ` and open them as Odoo spreadsheets" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:25 -msgid ":doc:`use functions, including Odoo-specific functions `" +msgid ":ref:`create and use templates `" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:26 -msgid ":doc:`insert and link to Odoo data `" +msgid ":doc:`use functions, including Odoo-specific functions `" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:27 -msgid ":doc:`create and use dynamic pivot tables `" +msgid ":doc:`insert and link to Odoo data `" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:28 -msgid "filter data across multiple Odoo data sources using :doc:`global filters `" +msgid ":doc:`create and use dynamic pivot tables `" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:30 -msgid "visualize data using charts and formatting" +#: ../../content/applications/productivity/spreadsheet.rst:29 +msgid "filter data across multiple Odoo data sources using :doc:`global filters `" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:31 +msgid "visualize data using :doc:`charts ` and formatting" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:32 msgid "share files internally and externally" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:33 +#: ../../content/applications/productivity/spreadsheet.rst:34 msgid "The Spreadsheet module is part of **Odoo Documents**." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:36 -msgid "Odoo spreadsheets serve as the foundation for the dashboards available in **Odoo Dashboards**. On a dashboard, charts and data tables are used to display dynamic Odoo data and provide an overview of key business metrics." +#: ../../content/applications/productivity/spreadsheet.rst:37 +msgid "Odoo spreadsheets serve as the foundation for the :doc:`dashboards available in Odoo Dashboards <../../applications/productivity/dashboards>`. On a dashboard, charts and data tables are used to display dynamic Odoo data and provide an overview of key business metrics." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:41 +msgid ":ref:`Standard, pre-configured dashboards ` can be :ref:`customized ` by editing the dashboard's underlying spreadsheet via Dashboards. :ref:`Custom dashboards ` can also be created from scratch, starting from an Odoo spreadsheet; any subsequent :ref:`modifications ` are performed via Dashboards." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:40 -msgid "Standard, pre-configured dashboards can be customized by editing the dashboard's underlying spreadsheet via Dashboards. Custom dashboards can also be created from scratch, starting from an Odoo spreadsheet; any subsequent modifications are performed via Dashboards." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:3 +msgid "Get started" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:47 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:8 msgid "Create a new spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:49 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:10 msgid "To create a new spreadsheet:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:51 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:12 msgid "Open Odoo Documents and navigate to the section or folder in which the spreadsheet should be created." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:53 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:14 msgid "Click :guilabel:`New` and select :guilabel:`Spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:56 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:17 msgid "Alternatively, from the :icon:`fa-folder-o` :guilabel:`All` folder, click :guilabel:`New` and select :guilabel:`Spreadsheet`, then select in which :guilabel:`Workspace` (i.e., folder) the spreadsheet should be created. If :ref:`file centralization ` has been enabled for spreadsheets, you will also have the option to save the new spreadsheet in the :guilabel:`Spreadsheet` folder." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:62 -msgid "Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing :doc:`template `, select the relevant template." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:23 +msgid "Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing :ref:`template `, select the relevant template." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:64 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:25 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:246 msgid "Click :guilabel:`Create`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:65 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:26 msgid "Click on `Untitled spreadsheet` at the top of the screen to edit the name of the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:68 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:29 msgid "It is also possible to create a new spreadsheet by:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:70 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:31 msgid "clicking :menuselection:`File -->` :icon:`os-clear-and-reload` :menuselection:`New` from the menu bar of an open spreadsheet; or" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:72 -msgid ":doc:`inserting a list, pivot table, or chart from another Odoo app ` into a new spreadsheet directly from the app in question." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:33 +msgid ":doc:`inserting a list, pivot table, or chart from another Odoo app ` into a new spreadsheet directly from the app in question." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:75 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:36 msgid "In these cases, the new spreadsheet is saved in Odoo Documents in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder or, if :ref:`file centralization ` has been enabled for spreadsheets, in the :guilabel:`Spreadsheet` folder." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:83 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:46 +msgid "Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For example, you could create a template for a monthly budget report or a quarterly sales commission report." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:51 +msgid "Templates are available to all users on the database." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:56 +msgid "Create a template" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:58 +msgid "Any spreadsheet can be saved as a template." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:60 +msgid "To create a template:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:62 +msgid "Open the relevant spreadsheet or :ref:`create a new one `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:64 +msgid "From the menu bar, click :menuselection:`File -->` :icon:`os-save` :menuselection:`Save as template`. Modify the default :guilabel:`Template Name` if needed and click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:68 +msgid "Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit the template `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:72 +msgid "You can also create a template by :ref:`making a copy of an existing template and editing it `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:78 +msgid "Use templates" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:80 +msgid "To create a new spreadsheet using a template, open the Documents app and click :menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:83 +msgid "Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:87 +msgid "By default, the new spreadsheet inherits the name of the template, which is shown at the top of the screen. To rename the spreadsheet, click the name and edit it." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:93 +msgid "Manage and edit templates" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:95 +msgid "Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter ` to view all templates in the database." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:99 +msgid "Various actions are possible:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:101 +msgid "Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to edit it." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:105 +msgid "Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` :guilabel:`Edit`, then making the required changes. Modifications are automatically saved." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:109 +msgid "Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` :guilabel:`Actions`, then :guilabel:`Delete`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:115 msgid "Upload files" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:85 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:117 msgid "Spreadsheets in `.xlsx` format can be uploaded into Odoo Documents and opened as an Odoo spreadsheet. To do so:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:88 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:120 msgid "Open Odoo Documents and navigate to the section or folder where the spreadsheet should be saved." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:89 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:121 msgid "Click :guilabel:`New` and select :guilabel:`Upload`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:90 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:122 msgid "Select the relevant `.xlsx` file and click :guilabel:`Open`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:91 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:123 msgid "Click on the uploaded file." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:92 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:124 msgid "By default, the original `.xlsx` file is deleted when it is opened as an Odoo Spreadsheet. To preserve the original file in the same folder in Odoo Spreadsheet, disable :guilabel:`Send source file to trash`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:95 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:127 msgid "Click :guilabel:`Open with Odoo Spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:97 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:129 msgid "The file is now an Odoo spreadsheet and can be fully edited in Odoo Spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:102 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:134 msgid "Manage spreadsheets" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:104 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:136 msgid "Users with :guilabel:`Editor` rights to a specific spreadsheet have various options for managing the spreadsheet via the :guilabel:`File` menu:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:107 -msgid ":icon:`os-copy-file` :guilabel:`Make a copy`: creates a duplicate of the current spreadsheet with the same :ref:`regional settings ` (or locale)." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:139 +msgid ":icon:`os-copy-file` :guilabel:`Make a copy`: creates a duplicate of the current spreadsheet with the same :ref:`regional settings ` (or locale)." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:109 -msgid ":icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a :doc:`template ` for future spreadsheets." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:142 +msgid ":icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a :ref:`template ` for future spreadsheets." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:111 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:144 msgid ":icon:`os-download` :guilabel:`Download`: downloads the spreadsheet in `.xlsx` format." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:114 -msgid "When you download a spreadsheet in `.xlsx` format, any spreadsheet formulas that retrieve Odoo data from your database, e.g., via an :doc:`inserted list ` or via other :doc:`Odoo-specific functions `, are converted to the values they would have returned at the moment the spreadsheet was downloaded." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:147 +msgid "When you download a spreadsheet in `.xlsx` format, any spreadsheet formulas that retrieve Odoo data from your database, e.g., via an :doc:`inserted list ` or via other :doc:`Odoo-specific functions `, are converted to the values they would have returned at the moment the spreadsheet was downloaded." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:120 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:153 msgid "Users with :guilabel:`Viewer` rights can also download a spreadsheet in `.xlsx` format." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:122 -msgid ":icon:`os-version-history` :guilabel:`See version history`: provides read-only :ref:`access to previous versions ` of the current spreadsheet, which can be named and restored if needed." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:155 +msgid ":icon:`os-version-history` :guilabel:`See version history`: provides read-only :ref:`access to previous versions ` of the current spreadsheet, which can be named and restored if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:125 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:158 msgid ":icon:`fa-print` :guilabel:`Print`: prints a copy of the spreadsheet on a connected printer." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:126 -msgid ":icon:`os-cog` :guilabel:`Settings`: allows you to view and change the :ref:`locale ` of the current spreadsheet." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:159 +msgid ":icon:`os-cog` :guilabel:`Settings`: allows you to view and change the :ref:`locale ` of the current spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:128 -msgid ":icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: allows you to turn the current spreadsheet into a new dashboard that is accessible via Odoo Dashboards. The following fields must be completed: :guilabel:`Dashboard Name`, the :guilabel:`Dashboard Section` in which the new dashboard will be saved, and :guilabel:`Access Groups` to determine which user groups can access the dashboard." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:161 +msgid ":icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts ` the current spreadsheet into an Odoo dashboard." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:135 -msgid "When a spreadsheet is converted into a dashboard, the original spreadsheet is deleted from Odoo Spreadsheet. However, it is still possible to edit the dashboards's underlying spreadsheet via Odoo Dashboards." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet.rst:144 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:169 msgid "Odoo Spreadsheet automatically saves versions of spreadsheets as changes are made, allowing users with :guilabel:`Editor` rights to browse and restore previous versions." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:147 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:172 msgid "To access the version history of a spreadsheet, click :menuselection:`File -->` :icon:`os-version-history` :menuselection:`See version history` from the menu bar. Saved versions appear in a panel on the right of the spreadsheet. The name of the user who made the change is shown, as well as the date and time of the change." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:152 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:177 msgid "The following actions are possible:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:154 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:179 msgid "**View an earlier version** in read-only format by clicking on the relevant version." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:155 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:180 msgid "**Restore an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then :guilabel:`Restore this version`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:157 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:182 msgid "**Copy an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then :menuselection:`Make a copy`. A copy of the version opens as a new spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:159 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:184 msgid "**Create named versions** by clicking on the date and time of the relevant version and entering the desired name. The date and time of the version are then displayed below the new name." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:163 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:188 msgid "When viewing an earlier, read-only version of a spreadsheet, the following actions are still possible:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:166 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:191 msgid "Search the spreadsheet by clicking :menuselection:`Edit -->` :icon:`fa-search` :menuselection:`Find and replace` or using the shortcut `Ctrl` + `H`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:168 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:193 msgid "Copy an individual cell or selected area by clicking :menuselection:`Edit -->` :icon:`fa-clipboard` :menuselection:`Copy` or using the shortcut `Ctrl` + `C`." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:174 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:199 msgid "Regional settings" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:176 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:201 msgid "To ensure data is displayed consistently for all users, the regional settings (or locale) of a spreadsheet, are managed at spreadsheet level. This locale affects the following settings and formats:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:180 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:205 msgid "thousand and decimal separators" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:181 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:206 msgid "date and time formats" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:182 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:207 msgid "first day of the week" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:184 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:209 msgid "By default, a new spreadsheet inherits the regional settings of the user who created it. For example, any spreadsheets created by a user whose language is set to :guilabel:`French (BE) / Français (BE)` will follow Belgian French conventions." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:188 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:213 msgid "A spreadsheet's locale can be viewed and changed at any time by a user with :guilabel:`Editor` rights. To view the locale of a spreadsheet, click :menuselection:`File -->` :icon:`os-cog` :menuselection:`Settings` from the menu bar. The :guilabel:`Spreadsheet settings` panel opens on the right of the spreadsheet. To change the locale, select the appropriate locale from the dropdown." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:194 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:219 msgid "When you open a spreadsheet that has a different locale to that of your user profile, a blue :icon:`fa-globe` :guilabel:`(globe)` icon appears at the top right of the spreadsheet. Hovering over the icon reveals a warning message that indicates the spreadsheet locale and highlights formats that differ." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:-1 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:-1 msgid "Warning about difference between user and spreadsheet locale" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:202 +#: ../../content/applications/productivity/spreadsheet/get_started.rst:227 msgid "If no :icon:`fa-globe` :guilabel:`(globe)` icon is shown, this means the spreadsheet's locale is the same as that of your user profile." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:3 -msgid "Dynamic pivot tables" +#: ../../content/applications/productivity/spreadsheet/get_started.rst:233 +msgid "Convert a spreadsheet into a dashboard" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:5 -msgid "When a pivot view from an Odoo database is inserted in a spreadsheet, it is by default a static pivot table. Each cell in a static pivot table contains an :ref:`Odoo-specific function ` that retrieves data from your database." +#: ../../content/applications/productivity/spreadsheet/get_started.rst:235 +msgid "A user with the appropriate :ref:`access rights ` can convert an Odoo spreadsheet into a dashboard that is then accessible via :doc:`Odoo Dashboards <../../../applications/productivity/dashboards>`. To do so:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:-1 -msgid "Function of static pivot table cell" +#: ../../content/applications/productivity/spreadsheet/get_started.rst:239 +msgid "Click :menuselection:`File -->` :icon:`os-add-to-dashboard` :menuselection:`Add to dashboard` from the menu bar." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:241 +msgid "Enter the :guilabel:`Dashboard Name`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:242 +msgid "Select the relevant :guilabel:`Dashboard Section` from the dropdown or, to create a new dashboard section, type the name of the new section, then click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:244 +msgid "If necessary, modify the :guilabel:`Access Groups` to determine which :ref:`user groups ` can access the dashboard." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:249 +msgid "By default, the first tab of the spreadsheet serves as the front end of the dashboard." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:250 +msgid "It is also possible to convert a spreadsheet to a dashboard from within the :ref:`Dashboard configuration settings `, by directly adding the spreadsheet to an existing or new dashboard section." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/get_started.rst:253 +msgid "After a spreadsheet has been converted to a dashboard, it is deleted from Odoo Documents. Any subsequent :ref:`modifications ` need to be made via Odoo Dashboards." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:3 +msgid "Insert and link to Odoo data" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:5 +msgid "Several elements from your Odoo database can be inserted into an Odoo spreadsheet, namely:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:7 +msgid "lists, i.e., data from a :ref:`list view `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:8 +msgid "pivot tables, i.e., data from a :ref:`pivot view `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:9 +msgid "charts, i.e., data from a :ref:`graph view `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:12 -msgid "When the corresponding data in your database changes, e.g., the sales related to a given quarter or an individual salesperson, the cells of your static pivot table are updated." +#: ../../content/applications/productivity/spreadsheet/insert.rst:11 +msgid "Each time a list, pivot table, or chart is inserted, a :ref:`data source ` is created. This data source connects the spreadsheet to your Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser page is reloaded, or data is manually refreshed by clicking :menuselection:`Data -->` :icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:15 -msgid "However, a static pivot table does not expand automatically to accommodate new data, e.g., sales data for a new quarter or for a newly hired salesperson. Neither is it possible to add or manipulate dimensions (i.e., columns or rows) or measures via the pivot table properties." +#: ../../content/applications/productivity/spreadsheet/insert.rst:17 +msgid ":ref:`Inserted lists ` and :ref:`inserted pivot tables ` use formulas with Odoo-specific :ref:`list functions ` and :ref:`pivot table functions ` to retrieve data from your database and can be further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts ` can be modified, but no data manipulation or computation is possible." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:20 -msgid "If you attempt to update or manipulate the properties of a pivot table that has just been inserted into a spreadsheet, an error message appears in the top right corner of the screen:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:25 +msgid "Lists, pivot tables, and charts from different apps and models can be inserted into the same spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:0 -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Error message when trying to manipulate static pivot table" +#: ../../content/applications/productivity/spreadsheet/insert.rst:29 +msgid "If you intend to use :doc:`global filters ` to dynamically filter Odoo data in a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot table, or chart in your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:26 -msgid "To have more flexibility in how you can manipulate your pivot table, you can :ref:`create a dynamic pivot table ` from a static pivot table." +#: ../../content/applications/productivity/spreadsheet/insert.rst:33 +msgid "It is also possible to:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:32 -msgid "Create a dynamic pivot table" +#: ../../content/applications/productivity/spreadsheet/insert.rst:35 +msgid ":ref:`add clickable links ` to Odoo menu items, to other sheets of the same spreadsheet, or to external URLs" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:34 -msgid "There are two main ways to create a dynamic pivot table from a static pivot table:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:37 +msgid ":ref:`insert financial data ` from your Odoo database using Odoo-specific spreadsheet :doc:`functions `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:36 -msgid "**Duplicate the static pivot table from the pivot table properties**: :ref:`Open the pivot table properties `, click the :icon:`fa-cog` (:guilabel:`gear`) icon at the top right of the pane, then click :icon:`fa-clone` :guilabel:`Duplicate`." +#: ../../content/applications/productivity/spreadsheet/insert.rst:39 +msgid "paste data from another Odoo spreadsheet, Excel spreadsheet, or Google Sheet directly into any Odoo spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:41 -msgid "A new data source is created and a dynamic version of the pivot table is inserted into a new sheet. The dynamic pivot table has the same styling as the original pivot table." +#: ../../content/applications/productivity/spreadsheet/insert.rst:45 +msgid "Data sources" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:45 -msgid "When you use this method, your new dynamic pivot table gets the next available pivot ID. This means you can create multiple pivot views associated with the same model, but with distinct settings, groupings, or calculations." +#: ../../content/applications/productivity/spreadsheet/insert.rst:47 +msgid "Data sources, which are created each time a :ref:`list `, :ref:`pivot table ` or :ref:`graph ` is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model <../../studio/models_modules_apps>` in your database, keeping the data in the spreadsheet up-to-date." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:49 -msgid "**Re-insert the dynamic pivot table from the Data menu**: On the sheet that contains your static pivot table, position your cursor in an empty cell. Click :menuselection:`Data -->` :icon:`os-insert-pivot` :menuselection:`Re-insert dynamic pivot` from the menu bar, then select the relevant pivot table." +#: ../../content/applications/productivity/spreadsheet/insert.rst:53 +msgid "Each data source is defined by properties that can be accessed via the :guilabel:`Data` menu. Data sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, :icon:`oi-view-list` :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:54 -msgid "A new, dynamic pivot table appears, with the same styling as the original pivot table." +#: ../../content/applications/productivity/spreadsheet/insert.rst:-1 +msgid "Data sources listed in Data menu" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:57 -msgid "When you use this method, your static and dynamic pivot share the same data source, and, consequently, the same pivot ID. To avoid confusion, delete the original static pivot table." +#: ../../content/applications/productivity/spreadsheet/insert.rst:61 +msgid "Clicking on a data source opens the related properties in a pane on the right of the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:61 -msgid "It is also possible to directly enter the :ref:`function ` of the dynamic pivot table in an empty cell. However, with this method, the table styling needs to be re-applied manually." +#: ../../content/applications/productivity/spreadsheet/insert.rst:64 +msgid "The properties pane can also be opened by right-clicking any cell of an inserted list or pivot table, then clicking :icon:`oi-view-list` :guilabel:`See list properties` or :icon:`oi-view-pivot` :guilabel:`See pivot properties`, or by clicking the :icon:`fa-bars` :guilabel:`(menu)` icon at the top right of an inserted chart, then clicking :icon:`fa-pencil-square-o` :guilabel:`Edit`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:68 -msgid "Dynamic pivot table functions" +#: ../../content/applications/productivity/spreadsheet/insert.rst:69 +msgid "Once the properties of a specific data source are open, they remain open even when navigating between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times` :guilabel:`(close)` icon at the top right of the pane." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:70 -msgid "Instead of each cell containing a unique function that retrieves data from your database, as in a :ref:`static pivot table `, a dynamic pivot table has a single function:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:74 +msgid "Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does not delete the underlying data source. The data source of an inserted list or pivot table can only be deleted via the data source's properties." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:78 -#: ../../content/applications/productivity/spreadsheet/insert.rst:177 -msgid "The arguments of the function are as follows:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:78 +msgid "A warning in the :guilabel:`Data` menu identifies any data sources for which the corresponding list or pivot table no longer appears in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:80 -#: ../../content/applications/productivity/spreadsheet/insert.rst:411 -msgid "`pivot_id`: the ID assigned when the pivot table is inserted. The first pivot table inserted in a spreadsheet is assigned pivot ID `1`, the second, pivot ID `2`, etc." +#: ../../content/applications/productivity/spreadsheet/insert.rst:-1 +msgid "Warning message about unused list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:82 -msgid "`row_count` and `column count`: the number of rows and columns respectively." +#: ../../content/applications/productivity/spreadsheet/insert.rst:84 +msgid "Deleting an inserted chart, on the other hand, also deletes the underlying data source." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:83 -msgid "`include_total` and `include_column_titles`: values of `0` remove the total and column titles respectively." +#: ../../content/applications/productivity/spreadsheet/insert.rst:89 +msgid "Insert a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:86 -msgid "This is an array function, which allows the pivot table to expand automatically to accommodate the results of the function." +#: ../../content/applications/productivity/spreadsheet/insert.rst:92 +msgid "Before inserting a list in a spreadsheet, ensure the list is tailored to your needs. Consider which fields should be visible as well as how the records are filtered and/or sorted. This can impact both the loading time and the user-friendliness of your spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:89 -msgid "The top-left cell contains the editable function, while clicking on any other cell reveals this formula greyed out." +#: ../../content/applications/productivity/spreadsheet/insert.rst:96 +msgid "To insert a list:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:-1 -msgid "Array function of a dynamic pivot table" +#: ../../content/applications/productivity/spreadsheet/insert.rst:98 +msgid "With the relevant list view open in your database, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Spreadsheet -->` :icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:96 -msgid "If necessary, you can update the function of a dynamic pivot table to remove elements like the total or column titles." +#: ../../content/applications/productivity/spreadsheet/insert.rst:103 +msgid "To insert only specific records, select the relevant records, click the :icon:`fa-cog` :guilabel:`Actions` button that appears at the top center of the screen, then :icon:`oi-view-list` :guilabel:`Insert in spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:99 -msgid "With the function open in the formula bar or the top-left cell of the pivot table, position your cursor after the pivot ID then type `,` to advance to the optional field you want to modify. In the example below, adding the value `0` for `[include_total]` removes both the row total and column total from the pivot table." +#: ../../content/applications/productivity/spreadsheet/insert.rst:107 +msgid "In the window that opens, edit the :guilabel:`Name of the list` if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:0 -msgid "Modifying the function of a dynamic pivot table" +#: ../../content/applications/productivity/spreadsheet/insert.rst:109 +msgid "The list name is used in the sheet name and in the :ref:`list properties `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:110 -msgid "Manipulate a dynamic pivot table" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Inserting a list in a spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:112 -msgid "To manipulate data in a dynamic pivot table, :ref:`open the pivot table properties `." +#: ../../content/applications/productivity/spreadsheet/insert.rst:115 +msgid "Edit the number of records, i.e., rows, to be inserted if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:115 -msgid "The following options are available by clicking the :icon:`fa-cog` (:guilabel:`gear`) icon:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:117 +msgid "By default, the number shown is the number of records visible on the first page of the list. For example, if the list contains 150 records but only 80 are visible, this field will show 80." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:117 -msgid ":icon:`fa-exchange` :guilabel:`Flip axes`: to move all the dimensions represented in columns to rows and vice versa." +#: ../../content/applications/productivity/spreadsheet/insert.rst:121 +msgid "While the data in your list is kept up to date thanks to the connection to your database, an inserted list will not automatically expand to accommodate new records, e.g., a new product category or a new salesperson." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:121 -msgid "Flipping the axes presents the data from a different perspective, possibly bringing new insights. However, depending on the volume of data, it can result in #SPILL errors. This happens when a formula tries to output a range of values, but something is blocking those cells, such as other data, merged cells, or the boundaries of the current sheet." +#: ../../content/applications/productivity/spreadsheet/insert.rst:125 +msgid "If you anticipate new records being added, consider adding extra rows when inserting the list. Records/rows can also be :ref:`added manually ` after the spreadsheet has been inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:126 -msgid "Hovering over the cell containing :guilabel:`#SPILL` details the error." +#: ../../content/applications/productivity/spreadsheet/insert.rst:130 +msgid "Your company currently has ten product categories and you insert this list in a spreadsheet. If an 11th product category is created and your inserted list only had ten rows, the new category will be inserted in the appropriate position in the spreadsheet, thereby removing an existing category." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:128 -msgid ":icon:`fa-clone` :guilabel:`Duplicate`: to duplicate the dynamic pivot table and create a new data source with distinct properties." +#: ../../content/applications/productivity/spreadsheet/insert.rst:135 +msgid "One way to avoid this is to :ref:`add extra rows ` when inserting the list." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:130 -msgid ":icon:`fa-trash` :guilabel:`Delete`: to delete the data source of the dynamic pivot table." +#: ../../content/applications/productivity/spreadsheet/insert.rst:138 +msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the list should be inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:133 -msgid "Deleting the data source of a pivot table does not delete the visual representation of the data. Delete the table from the spreadsheet using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet." +#: ../../content/applications/productivity/spreadsheet/insert.rst:142 +#: ../../content/applications/productivity/spreadsheet/insert.rst:372 +#: ../../content/applications/productivity/spreadsheet/insert.rst:549 +msgid "New spreadsheets are saved in the **Odoo Documents** app in either the :icon:`fa-hdd-o` :guilabel:`My Drive` personal workspace or, if :ref:`file centralization ` has been enabled for spreadsheets, in the :guilabel:`Spreadsheet` workspace." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:140 -msgid "Dimensions" +#: ../../content/applications/productivity/spreadsheet/insert.rst:147 +#: ../../content/applications/productivity/spreadsheet/insert.rst:377 +#: ../../content/applications/productivity/spreadsheet/insert.rst:554 +#: ../../content/applications/productivity/spreadsheet/insert.rst:613 +msgid "Click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:142 -msgid "The dimensions of the pivot table, i.e., how the data is grouped, are placed in :guilabel:`Columns` and :guilabel:`Rows` according to how they appeared in the pivot view in your database, i.e., before the pivot table was inserted in the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/insert.rst:149 +msgid "The list is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. A pane on the right side of the screen shows the :ref:`list properties `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:146 -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:169 -msgid "You can:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:154 +msgid "To view an individual record of an inserted list, right-click on any cell of the relevant row, then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name of the spreadsheet in the breadcrumbs at the top of the view." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:148 -msgid "add new dimensions by clicking :guilabel:`Add`" +#: ../../content/applications/productivity/spreadsheet/insert.rst:157 +msgid "To sever the link between an inserted list and your database, select the entire list, right-click and select :icon:`fa-clone` :guilabel:`Copy` then right-click again and select :menuselection:`Paste special --> Paste as value`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:149 -msgid "delete existing dimensions by clicking the :icon:`fa-trash` :guilabel:`(delete)` icon on the relevant dimension" +#: ../../content/applications/productivity/spreadsheet/insert.rst:160 +msgid "Do not modify the list ID in the sheet name, as the inserted list retains this ID for the lifetime of the spreadsheet. This list ID is used in the :ref:`spreadsheet functions ` that retrieve data from your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:151 -msgid "change the order in which dimensions are displayed in :guilabel:`Columns` or :guilabel:`Rows` by clicking then dragging the dimension to the desired position within its respective section" +#: ../../content/applications/productivity/spreadsheet/insert.rst:167 +msgid "List functions" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:153 -msgid "change the axis on which a dimension is shown by clicking then dragging the dimension from :guilabel:`Columns` to :guilabel:`Rows` or vice versa" +#: ../../content/applications/productivity/spreadsheet/insert.rst:169 +msgid "When a list is inserted into a spreadsheet, the following :doc:`functions ` are used to retrieve the header and field values, respectively:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:155 -msgid "change how a dimension's values are ordered by selecting :guilabel:`Ascending`, :guilabel:`Descending`, or :guilabel:`Unsorted` in the :guilabel:`Order by` field" +#: ../../content/applications/productivity/spreadsheet/insert.rst:177 +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:78 +msgid "The arguments of the function are as follows:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:157 -msgid "for date- or time-based dimensions, select the desired :guilabel:`Granularity` from the options in the dropdown menu" +#: ../../content/applications/productivity/spreadsheet/insert.rst:179 +msgid "`list_id`: the ID assigned when the list is inserted. The first list inserted into a spreadsheet is assigned list ID `1`, the second, list ID `2`, etc." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:163 -msgid "Measures" +#: ../../content/applications/productivity/spreadsheet/insert.rst:181 +msgid "`index`: identifies the line on which the record appeared in the list before insertion. The first line has an index of `1`, the second an index of `2`, etc." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:165 -msgid "The measures of your pivot table, i.e., what you are measuring, or analyzing, based on the dimensions you have chosen, are listed in the order they appeared in the pivot view in your database." +#: ../../content/applications/productivity/spreadsheet/insert.rst:183 +msgid "`field_name`: the technical name of the field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:171 -msgid "add new measures, including :ref:`calculated measures `, by clicking :guilabel:`Add`" +#: ../../content/applications/productivity/spreadsheet/insert.rst:186 +msgid "Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve list headers and values." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:174 -msgid "hide (:icon:`fa-eye`), show (:icon:`fa-eye-slash`), or delete (:icon:`fa-trash`) existing measures" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Viewing formulas of spreadsheet cells" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:175 -msgid "edit the name of existing measures by clicking on the measure's name" +#: ../../content/applications/productivity/spreadsheet/insert.rst:197 +msgid "List properties" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:176 -msgid "change the order in which measures are displayed by clicking then dragging the measure to the desired position" +#: ../../content/applications/productivity/spreadsheet/insert.rst:199 +msgid "The list properties appear on the right side of the screen when a list is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant list, as prefaced by the :icon:`oi-view-list` :guilabel:`(list)` icon, or by right-clicking anywhere on the list and clicking :icon:`oi-view-list` :guilabel:`See list properties`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:178 -msgid "change how measures are displayed by clicking the :icon:`fa-cog` :guilabel:`(gear)` icon, then selecting the desired option from the dropdown menu, e.g., :guilabel:`% of grand total` or :guilabel:`Rank smallest to largest`. The pivot table data updates dynamically as different options are selected." +#: ../../content/applications/productivity/spreadsheet/insert.rst:204 +msgid "The following list properties are shown, some of which can be edited:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:182 -msgid "choose how measures are aggregated, e.g., by :guilabel:`Sum`, :guilabel:`Average`, :guilabel:`Minimum`" +#: ../../content/applications/productivity/spreadsheet/insert.rst:206 +msgid ":guilabel:`List #`: the list ID. List IDs are assigned sequentially as additional lists are inserted into the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:188 -msgid "Calculated measures" +#: ../../content/applications/productivity/spreadsheet/insert.rst:208 +msgid ":guilabel:`List Name`: the name of the list. Edit this if needed. Note that editing the list name in the list properties does not modify the list name shown in the sheet name, and vice versa." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:190 -msgid "It is possible to add calculated measures if the desired measure did not exist in the original pivot view. For example, a calculated measure could be added to show the average revenue per order or the profit margin per product." +#: ../../content/applications/productivity/spreadsheet/insert.rst:210 +#: ../../content/applications/productivity/spreadsheet/insert.rst:447 +msgid ":guilabel:`Model`: the model from which the data has been extracted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:194 -msgid "To add a calculated measure:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:211 +msgid ":guilabel:`Columns`: the fields of the model that were visible when the list was inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:196 -msgid "From the :guilabel:`Measures` section of the pivot table properties, click :guilabel:`Add`." +#: ../../content/applications/productivity/spreadsheet/insert.rst:212 +#: ../../content/applications/productivity/spreadsheet/insert.rst:463 +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:190 +msgid ":guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain ` to add or edit rules." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:197 -msgid "Below the scrollable list, click :icon:`os-formula` :guilabel:`Add calculated measure`." +#: ../../content/applications/productivity/spreadsheet/insert.rst:216 +#: ../../content/applications/productivity/spreadsheet/insert.rst:467 +msgid "When :doc:`global filters ` are used, this domain is combined with the selected values of the global filter before the data is loaded into the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:198 -msgid "Rename the calculated measure by clicking on the name and typing." +#: ../../content/applications/productivity/spreadsheet/insert.rst:219 +msgid ":guilabel:`Sorting`: how the data is sorted, if applicable. To add a sorting rule, click :guilabel:`Add`, select the field, then choose whether sorting should be :guilabel:`Ascending` or :guilabel:`Descending`. Delete a sorting rule by clicking the :icon:`fa-times` :guilabel:`(delete)` icon." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:199 -msgid "Click on the line starting with `=` and enter the formula." +#: ../../content/applications/productivity/spreadsheet/insert.rst:224 +msgid "To :ref:`duplicate ` or :ref:`delete ` a list's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete` as relevant." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:202 -msgid "In the below example, the average revenue per order is added by dividing the sum of the sales by the number of orders." +#: ../../content/applications/productivity/spreadsheet/insert.rst:232 +msgid "Manage an inserted list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:0 -msgid "Formula for a calculated measure" +#: ../../content/applications/productivity/spreadsheet/insert.rst:234 +msgid "Once a list from an Odoo database has been inserted into an Odoo spreadsheet, you can:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:208 -msgid "Choose how the measure should be aggregated by selecting a value from the dropdown." +#: ../../content/applications/productivity/spreadsheet/insert.rst:236 +msgid ":ref:`add records `, i.e., rows" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:211 -msgid "There are advantages to using a static pivot table, for example, being able to see the functions behind individual cells. To have this possibility, select the relevant portion of your dynamic pivot table, copy it, then paste it into an empty part of the sheet. Click on any pasted cell to see the :ref:`Odoo function ` used to retrieve the data." +#: ../../content/applications/productivity/spreadsheet/insert.rst:237 +msgid ":ref:`add fields `, i.e., columns" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:3 -msgid "Functions" +#: ../../content/applications/productivity/spreadsheet/insert.rst:238 +msgid ":ref:`duplicate the list ` to create a new, identical data source" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:5 -msgid "**Odoo Spreadsheet** supports formulas and functions found in most spreadsheet solutions. This page presents the available functions by category. Odoo-specific functions are included both in the relevant category and in a dedicated :ref:`Odoo ` category:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:240 +msgid ":ref:`delete the list and its underlying data source `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:9 -msgid ":ref:`Array `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:245 +msgid "Add records/rows to a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:10 -msgid ":ref:`Database `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:247 +msgid "To add records to a list, use one of the following methods:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:11 -msgid ":ref:`Date `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:249 +msgid "Select the last row of the table, then hover over the blue square until the plus icon appears. Click and drag down to add the desired number of rows. The cells of the new rows are populated with the :ref:`appropriate formula ` to retrieve the list values. If there is corresponding data in your database, the cells are populated." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:12 -msgid ":ref:`Engineering `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Add records by dragging the cell down" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:13 -msgid ":ref:`Filter `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:257 +msgid "Position your cursor in the top left cell of the sheet, click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list. In the pop-up window, indicate the number of records to insert and click :guilabel:`Confirm`. An updated list is inserted, overwriting the previous list." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:14 -msgid ":ref:`Financial `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:263 +msgid "The above methods can also be used to add additional blank rows to your spreadsheet table. This may be useful for lists where you expect additional records to be generated in your database, e.g., new product categories or new salespersons." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:15 -msgid ":ref:`Info `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:270 +msgid "Add fields/columns to a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:16 -msgid ":ref:`Logical `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:272 +msgid "To add fields/columns to a list:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:17 -msgid ":ref:`Lookup `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:274 +msgid "Select the column to the right or left of where the new column should be inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:18 -msgid ":ref:`Math `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:275 +msgid "Click :menuselection:`Insert -->` :icon:`os-insert-col` :menuselection:`Insert column` then :icon:`os-insert-col-before` :menuselection:`Column left` or :icon:`os-insert-col-after` :menuselection:`Column right` from the menu bar, or right-click then :icon:`os-insert-col-before` :guilabel:`Insert column left` or :icon:`os-insert-col-after` :guilabel:`Insert column right` as appropriate." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:19 -msgid ":ref:`Operators `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:280 +msgid "Copy the header cell of any column, paste it into the header cell of the new column, and press `Enter`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:20 -msgid ":ref:`Parser `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:282 +msgid "Double-click the new header cell then click on the field name that appears in quotation marks at the end of the formula; a list of all the technical names of the fields of the related model appears." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:21 -msgid ":ref:`Statistical `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Add fields/columns by editing the formula" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:22 -msgid ":ref:`Text `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:289 +msgid "Select the appropriate field name and press `Enter`. The field's label appears in the header." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:23 -msgid ":ref:`Web `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:292 +msgid "To know a field's technical name, navigate to the relevant view, :ref:`activate developer mode `, then check the field name by hovering over the question mark beside a field's label." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:24 -msgid ":ref:`Odoo-specific functions `" +#: ../../content/applications/productivity/spreadsheet/insert.rst:296 +msgid "With the header cell selected, double-click on the blue square in the bottom-right corner. The cells of the column are populated with the appropriate formula to retrieve the list values. If there is corresponding data in your database, the cells are populated." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:27 -msgid "Formulas containing functions that are not compatible with Excel are replaced by their evaluated result when exporting a spreadsheet." +#: ../../content/applications/productivity/spreadsheet/insert.rst:303 +msgid "Duplicate a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:33 -#: ../../content/applications/productivity/spreadsheet/functions.rst:840 -msgid "Array" +#: ../../content/applications/productivity/spreadsheet/insert.rst:305 +msgid "Duplicating a list via the list's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:39 -#: ../../content/applications/productivity/spreadsheet/functions.rst:91 -#: ../../content/applications/productivity/spreadsheet/functions.rst:127 -#: ../../content/applications/productivity/spreadsheet/functions.rst:203 -#: ../../content/applications/productivity/spreadsheet/functions.rst:217 -#: ../../content/applications/productivity/spreadsheet/functions.rst:237 -#: ../../content/applications/productivity/spreadsheet/functions.rst:361 -#: ../../content/applications/productivity/spreadsheet/functions.rst:393 -#: ../../content/applications/productivity/spreadsheet/functions.rst:425 -#: ../../content/applications/productivity/spreadsheet/functions.rst:469 -#: ../../content/applications/productivity/spreadsheet/functions.rst:597 -#: ../../content/applications/productivity/spreadsheet/functions.rst:639 -#: ../../content/applications/productivity/spreadsheet/functions.rst:653 -#: ../../content/applications/productivity/spreadsheet/functions.rst:773 -#: ../../content/applications/productivity/spreadsheet/functions.rst:827 -#: ../../content/applications/productivity/spreadsheet/functions.rst:846 -#: ../../content/applications/productivity/spreadsheet/functions.rst:860 -#: ../../content/applications/productivity/spreadsheet/functions.rst:886 -#: ../../content/applications/productivity/spreadsheet/functions.rst:914 -#: ../../content/applications/productivity/spreadsheet/functions.rst:930 -#: ../../content/applications/productivity/spreadsheet/functions.rst:944 -#: ../../content/applications/productivity/spreadsheet/functions.rst:960 -#: ../../content/applications/productivity/spreadsheet/functions.rst:998 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1022 -msgid "Name and arguments" +#: ../../content/applications/productivity/spreadsheet/insert.rst:308 +msgid "With the :ref:`list properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:40 -#: ../../content/applications/productivity/spreadsheet/functions.rst:92 -#: ../../content/applications/productivity/spreadsheet/functions.rst:128 -#: ../../content/applications/productivity/spreadsheet/functions.rst:204 -#: ../../content/applications/productivity/spreadsheet/functions.rst:218 -#: ../../content/applications/productivity/spreadsheet/functions.rst:238 -#: ../../content/applications/productivity/spreadsheet/functions.rst:362 -#: ../../content/applications/productivity/spreadsheet/functions.rst:394 -#: ../../content/applications/productivity/spreadsheet/functions.rst:426 -#: ../../content/applications/productivity/spreadsheet/functions.rst:470 -#: ../../content/applications/productivity/spreadsheet/functions.rst:598 -#: ../../content/applications/productivity/spreadsheet/functions.rst:640 -#: ../../content/applications/productivity/spreadsheet/functions.rst:654 -#: ../../content/applications/productivity/spreadsheet/functions.rst:774 -#: ../../content/applications/productivity/spreadsheet/functions.rst:828 -#: ../../content/applications/productivity/spreadsheet/functions.rst:847 -#: ../../content/applications/productivity/spreadsheet/functions.rst:861 -#: ../../content/applications/productivity/spreadsheet/functions.rst:887 -#: ../../content/applications/productivity/spreadsheet/functions.rst:915 -#: ../../content/applications/productivity/spreadsheet/functions.rst:931 -#: ../../content/applications/productivity/spreadsheet/functions.rst:945 -#: ../../content/applications/productivity/spreadsheet/functions.rst:961 -#: ../../content/applications/productivity/spreadsheet/functions.rst:999 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1023 -msgid "Description or link" +#: ../../content/applications/productivity/spreadsheet/insert.rst:311 +msgid "The new data source is assigned the next available list ID. For example, if no other lists have been inserted in the meantime, duplicating *List #1* results in the creation of *List #2*." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:41 -#: ../../content/applications/productivity/spreadsheet/functions.rst:848 -msgid "ARRAY.CONSTRAIN(input_range, rows, columns)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:314 +msgid "Unlike when you insert a list, a duplicated list is not automatically inserted into the spreadsheet. To insert it, perform the following steps:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:42 -#: ../../content/applications/productivity/spreadsheet/functions.rst:849 -msgid "Returns a result array constrained to a specific width and height (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:317 +msgid "Add a new sheet by clicking the :icon:`os-plus` :guilabel:`(add sheet)` icon at the bottom left of the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:43 -msgid "CHOOSECOLS(array, col_num, [col_num2, ...])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:319 +msgid "Click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:44 -msgid "`Excel CHOOSECOLS article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:321 +msgid "Define the number of records to insert and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:45 -msgid "CHOOSEROWS(array, row_num, [row_num2, ...])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:322 +msgid "Edit the :guilabel:`List Name` in the properties pane if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:46 -msgid "`Excel CHOOSEROWS article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:323 +msgid "Rename the sheet by right-clicking on the sheet tab, selecting :guilabel:`Rename`, and entering the new sheet name." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:47 -msgid "EXPAND(array, rows, [columns], [pad_with])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:327 +msgid "Duplicating an inserted list by copying and pasting it or by duplicating the sheet into which it has been inserted does not create a new data source. Any changes made to the list's properties would therefore impact any copies of the list." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:48 -msgid "`Excel EXPAND article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:334 +msgid "Delete a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:49 -#: ../../content/applications/productivity/spreadsheet/functions.rst:850 -msgid "FLATTEN(range, [range2, ...])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:336 +msgid "To fully delete a list and the underlying data source from a spreadsheet, perform the following steps in any order:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:50 -#: ../../content/applications/productivity/spreadsheet/functions.rst:851 -msgid "Flattens all the values from one or more ranges into a single column (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:339 +#: ../../content/applications/productivity/spreadsheet/insert.rst:529 +msgid "Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet. This deletes the visual representation of the data." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:51 -msgid "FREQUENCY(data, classes)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:341 +msgid "From the :ref:`properties pane ` of the relevant list, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the list from the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:52 -msgid "`Excel FREQUENCY article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:348 +msgid "Insert a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:53 -msgid "HSTACK(range1, [range2, ...])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:351 +msgid "Converting an inserted pivot table to a :doc:`dynamic pivot table ` allows you to add, remove, and manipulate dimensions (i.e., columns and rows) and measures. It is therefore possible to insert a basic pivot table with minimal configuration, convert it to a dynamic pivot table, then refine it directly in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:54 -msgid "`Excel HSTACK article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:357 +msgid "To insert a pivot table:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:55 -msgid "MDETERM(square_matrix)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:359 +msgid "With the relevant pivot view open in your database, click :guilabel:`Insert in Spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:56 -msgid "`Excel MDETERM article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:360 +msgid "In the window that opens, edit the :guilabel:`Name of the pivot` if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:57 -msgid "MINVERSE(square_matrix)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:362 +msgid "This name is used in the sheet name and in the :ref:`pivot table properties `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:58 -msgid "`Excel MINVERSE article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Inserting a pivot table in a spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:59 -msgid "MMULT(matrix1, matrix2)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:368 +msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the pivot table should be inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:60 -msgid "`Excel MMULT article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:379 +msgid "The pivot table is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the pivot table followed by the pivot table ID, e.g., *Sales Analysis by Sales Team (Pivot #1)*. A pane on the right side of the screen shows the :ref:`pivot table properties `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:61 -msgid "SUMPRODUCT(range1, [range2, ...])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:385 +msgid "To view the records referenced by an individual cell of a pivot table, right-click on the cell, then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name of the spreadsheet in the breadcrumbs at the top of the view." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:62 -msgid "`Excel SUMPRODUCT article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:388 +msgid "To sever the link between an inserted pivot table and your database, select the entire pivot table, right-click and select :icon:`fa-clone` :guilabel:`Copy`, then right-click again and select :menuselection:`Paste special --> Paste as value`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:63 -msgid "SUMX2MY2(array_x, array_y)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:391 +msgid "Do not modify the pivot table ID in the sheet name, as the inserted pivot table retains this ID for the lifetime of the spreadsheet. This pivot table ID is used in the :ref:`spreadsheet functions ` that retrieve data from your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:64 -msgid "`Excel SUMX2MY2 article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:399 +msgid "Pivot table functions" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:65 -msgid "SUMX2PY2(array_x, array_y)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:401 +msgid "An inserted pivot table that has not been converted to a :doc:`dynamic pivot table ` uses the following :doc:`functions ` to retrieve the header and field values, respectively:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:66 -msgid "`Excel SUMX2PY2 article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:410 +msgid "The arguments of the functions are as follows:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:67 -msgid "SUMXMY2(array_x, array_y)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:412 +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:80 +msgid "`pivot_id`: the ID assigned when the pivot table is inserted. The first pivot table inserted in a spreadsheet is assigned pivot ID `1`, the second, pivot ID `2`, etc." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:68 -msgid "`Excel SUMXMY2 article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:414 +msgid "`measure_name`: the technical name of what is being measured, followed by the type of aggregation, e.g., `product_uom_qty:sum`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:69 -msgid "TOCOL(array, [ignore], [scan_by_column])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:416 +msgid "`domain_field_name`: the technical name of the field used as a dimension, e.g., `user_id`, or, if the dimension is a time period, the technical name of the date field, followed by the time period, e.g., `date_order:month`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:70 -msgid "`Excel TOCOL article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:419 +msgid "`domain_value`: the ID of the record, or, if the dimension is a time period, the date or time period targeted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:71 -msgid "TOROW(array, [ignore], [scan_by_column])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:423 +msgid "Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve headers and values of a static pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:72 -msgid "`Excel TOROW article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Functions of a static pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:73 -msgid "TRANSPOSE(range)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:434 +msgid "Pivot table properties" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:74 -msgid "`Excel TRANSPOSE article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:436 +msgid "The pivot table properties appear on the right side of the screen when a pivot table is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant pivot table, as prefaced by the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon, or by right-clicking anywhere on the pivot table and clicking :icon:`oi-view-pivot` :guilabel:`See pivot properties`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:75 -msgid "VSTACK(range1, [range2, ...])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:441 +msgid "The following pivot table properties are shown, some of which can be edited:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:76 -msgid "`Excel VSTACK article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:443 +msgid ":guilabel:`Pivot #`: the pivot table ID. Pivot table IDs are assigned sequentially as additional pivot tables are inserted in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:77 -msgid "WRAPCOLS(range, wrap_count, [pad_with])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:445 +msgid ":guilabel:`Name`: the name of the pivot table. Edit this if needed. Note that editing the name in the pivot table properties does not modify the name shown in the sheet name, and vice versa." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:78 -msgid "`Excel WRAPCOLS article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:448 +msgid ":guilabel:`Columns` and :guilabel:`Rows`: dimensions you are using to categorize or group data from the model." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:79 -msgid "WRAPROWS(range, wrap_count, [pad_with])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:450 +msgid ":guilabel:`Measures`: what you are measuring, or analyzing, based on the dimensions you have chosen." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:80 -msgid "`Excel WRAPROWS article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:454 +msgid "If you attempt to make changes to the columns, rows, or measures of a pivot table that has just been inserted into a spreadsheet, an error appears at the top right of the screen." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:85 -msgid "Database" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:0 +msgid "Error message when trying to manipulate static pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:93 -msgid "DAVERAGE(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:460 +msgid "To be able to manipulate a pivot table's properties, convert a static pivot table to a :ref:`dynamic pivot table `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:94 -msgid "`Excel DAVERAGE article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:470 +msgid "To :ref:`duplicate ` or :ref:`delete ` a pivot table's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-copy` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:95 -msgid "DCOUNT(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:478 +msgid "Manage an inserted pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:96 -msgid "`Excel DCOUNT article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:480 +msgid "Once a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:97 -msgid "DCOUNTA(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:482 +msgid ":ref:`convert it to a dynamic pivot table ` to be able to manipulate the dimensions and measures" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:98 -msgid "`Excel DCOUNTA article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:484 +msgid ":ref:`duplicate the pivot table ` to create a new, identical data source" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:99 -msgid "DGET(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:486 +msgid ":ref:`delete the pivot table and its underlying data source `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:100 -msgid "`Excel DGET article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:492 +msgid "Duplicate a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:101 -msgid "DMAX(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:494 +msgid "Duplicating a pivot table via the pivot table's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:102 -msgid "`Excel DMAX article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:497 +msgid "For example, you can see the same data aggregated by different dimensions or use :doc:`global filters ` to offset the date and create pivot tables that compare the current period's data with a previous period." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:103 -msgid "DMIN(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:501 +msgid "To duplicate a pivot table, perform the following steps:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:104 -msgid "`Excel DMIN article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:503 +msgid "With the :ref:`pivot table properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:105 -msgid "DPRODUCT(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:506 +msgid "The duplicated pivot table is automatically inserted into a new sheet in the spreadsheet, with the pivot table properties open in the right pane." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:106 -msgid "`Excel DPRODUCT article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:508 +msgid "Edit the :guilabel:`Name` in the properties pane and the sheet tab if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:107 -msgid "DSTDEV(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:510 +msgid "The new data source is assigned the next available pivot table ID. For example, if no other pivot tables have been inserted in the meantime, duplicating *Pivot #1* results in the creation of *Pivot #2*." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:108 -msgid "`Excel DSTDEV article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:515 +msgid "Duplicating an inserted pivot table by copying and pasting it or by duplicating the sheet does not create a new data source. Any changes made to the pivot table's properties would therefore impact any copies of the pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:109 -msgid "DSTDEVP(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:518 +msgid "When a pivot table is duplicated, the new pivot table is by default a :doc:`dynamic pivot table `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:110 -msgid "`Excel DSTDEVP article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:524 +msgid "Delete a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:111 -msgid "DSUM(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:526 +msgid "To fully delete a pivot table and the underlying data source from a spreadsheet, perform the following steps in any order:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:112 -msgid "`Excel DSUM article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:531 +msgid "From the :ref:`properties pane ` of the relevant pivot table, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:113 -msgid "DVAR(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:538 +msgid "Insert a chart" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:114 -msgid "`Excel DVAR article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:540 +msgid "To insert a chart from an Odoo database into an Odoo spreadsheet:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:115 -msgid "DVARP(database, field, criteria)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:542 +msgid "With the relevant graph view open in your database, click :guilabel:`Insert in Spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:116 -msgid "`Excel DVARP article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:543 +msgid "In the window that opens, edit the :guilabel:`Name of the graph` if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:121 -#: ../../content/applications/productivity/spreadsheet/functions.rst:854 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:95 -msgid "Date" +#: ../../content/applications/productivity/spreadsheet/insert.rst:545 +msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the chart should be inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:129 -msgid "DATE(year, month, day)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:556 +msgid "Charts are inserted on the first sheet of the spreadsheet. A pane on the right side of the screen shows the :ref:`chart properties `, where various aspects of the chart's configuration and design can be modified." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:130 -msgid "`Excel DATE article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:561 +msgid "Clicking on a data point in a chart opens the relevant list view in the database. In the example, clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that match the domain of the chart." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:131 -msgid "DATEDIF(start_date, end_date, unit)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "A clickable link to an Odoo menu plus clickable data point" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:132 -msgid "`Excel DATEDIF article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:571 +msgid "Insert clickable links" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:133 -msgid "DATEVALUE(date_string)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:573 +msgid "Adding links to related or supporting information can make your report or dashboard more user-friendly and effective." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:134 -msgid "`Excel DATEVALUE article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:576 +msgid "You can :ref:`insert a clickable link from any spreadsheet cell ` to:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:135 -msgid "DAY(date)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:579 +msgid "an Odoo menu item" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:136 -msgid "`Excel DAY article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:580 +msgid "another sheet inside the same spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:137 -msgid "DAYS(end_date, start_date)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:581 +msgid "an external URL" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:138 -msgid "`Excel DAYS article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:584 +msgid "Clicking a link to a menu item provides the same result as navigating via the Odoo menu within an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view when navigating to :menuselection:`Sales --> Orders --> Quotations`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:139 -msgid "DAYS360(start_date, end_date, [method])" +#: ../../content/applications/productivity/spreadsheet/insert.rst:587 +msgid "It is also possible to insert a clickable link to a specific view of a model in a spreadsheet starting from the view itself. However, as this method inserts each new link in a new sheet, it is more efficient to create links to specific views starting from the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:140 -msgid "`Excel DAYS360 article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:591 +msgid "You can :ref:`insert a clickable link from any chart ` to an Odoo menu item." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:141 -msgid "EDATE(start_date, months)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:597 +msgid "Insert a clickable link from a cell" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:142 -msgid "`Excel EDATE article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:599 +msgid "To insert a clickable link from a cell:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:143 -msgid "EOMONTH(start_date, months)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:601 +msgid "Click :menuselection:`Insert -->` :icon:`fa-link` :menuselection:`Link` from the menu bar or right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on the desired outcome, perform one of the following actions:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:144 -msgid "`Excel EOMONTH article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:605 +msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of all menu items. Click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:145 -msgid "HOUR(time)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:608 +msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the relevant sheet from the current spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:146 -msgid "`Excel HOUR article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:610 +msgid "Under :guilabel:`Link`, type a URL." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:147 -msgid "ISOWEEKNUM(date)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:612 +msgid "Enter or edit the label for the link in the :guilabel:`Text` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:148 -msgid "`Excel ISOWEEKNUM article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:618 +msgid "Insert a clickable link from a chart" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:149 -msgid "MINUTE(time)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:620 +msgid "To insert a clickable link from a chart to an Odoo menu item:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:150 -msgid "`Excel MINUTE article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:622 +msgid "Hover over the top right of the chart's box, then click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit`. The chart properties appear at the right of the screen." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:151 -msgid "MONTH(date)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:625 +msgid "At the bottom of the :icon:`fa-sliders` :guilabel:`Configuration` tab of the chart properties pane, click under :guilabel:`Link to Odoo menu`, then select a menu." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:152 -msgid "`Excel MONTH article `_" +#: ../../content/applications/productivity/spreadsheet/insert.rst:628 +msgid "Hover over the top right of the chart's box to see that a new :icon:`fa-external-link` :guilabel:`(external link)` icon has been added." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:153 -#: ../../content/applications/productivity/spreadsheet/functions.rst:862 -msgid "MONTH.END(date)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:634 +msgid "Insert financial data" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:154 -#: ../../content/applications/productivity/spreadsheet/functions.rst:863 -msgid "Last day of the month following a date (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:636 +msgid "When building reports and dashboards, it may be useful to include certain accounting-related data, such as account IDs, credits and debits for specific accounts, and dates of the start and end of the tax year." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:155 -#: ../../content/applications/productivity/spreadsheet/functions.rst:864 -msgid "MONTH.START(date)" +#: ../../content/applications/productivity/spreadsheet/insert.rst:640 +msgid ":ref:`Odoo-specific spreadsheet functions ` allow you to retrieve such accounting data from your database and insert it into a spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:156 -#: ../../content/applications/productivity/spreadsheet/functions.rst:865 -msgid "First day of the month preceding a date (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/visualize_data.rst:5 +msgid "Present and visualize data" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:157 -msgid "NETWORKDAYS(start_date, end_date, [holidays])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:3 +msgid "Charts" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:158 -msgid "`Excel NETWORKDAYS article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:5 +msgid "Charts present data visually, making them a user-friendly way to show patterns, trends, and relationships between data." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:159 -msgid "NETWORKDAYS.INTL(start_date, end_date, [weekend], [holidays])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:9 +msgid "Charts can be :ref:`created manually based on spreadsheet data ` or :ref:`inserted directly from an Odoo graph view `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:160 -msgid "`Excel NETWORKDAYS.INTL article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:16 +msgid "Create a chart" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:161 -msgid "NOW()" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:18 +msgid "To create a chart manually:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:162 -msgid "`Excel NOW article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:20 +msgid "Select the cells containing the data you want to represent using a chart." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:163 -#: ../../content/applications/productivity/spreadsheet/functions.rst:866 -msgid "QUARTER(date)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:21 +msgid "Click :menuselection:`Insert --> Chart` from the menu bar." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:164 -#: ../../content/applications/productivity/spreadsheet/functions.rst:867 -msgid "Quarter of the year a specific date falls in (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:23 +msgid "Odoo uses the most appropriate :ref:`chart type ` for the selected data; this can be changed in the configuration section of the :ref:`chart properties `, which opens on the right side of the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:165 -#: ../../content/applications/productivity/spreadsheet/functions.rst:868 -msgid "QUARTER.END(date)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:28 +msgid "Make any desired changes to the configuration or design of the chart in the :ref:`chart properties `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:166 -#: ../../content/applications/productivity/spreadsheet/functions.rst:869 -msgid "Last day of the quarter of the year a specific date falls in (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:34 +msgid "Chart types" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:167 -#: ../../content/applications/productivity/spreadsheet/functions.rst:870 -msgid "QUARTER.START(date)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:36 +msgid "When a chart is:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:168 -#: ../../content/applications/productivity/spreadsheet/functions.rst:871 -msgid "First day of the quarter of the year a specific date falls in (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:38 +msgid ":ref:`created manually `, any of the chart types in the tabs below can be selected;" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:169 -msgid "SECOND(time)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:40 +msgid ":ref:`inserted directly from an Odoo graph view `, any chart type except those shown in the :guilabel:`Other` tab can be selected." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:170 -msgid "`Excel SECOND article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:46 +msgid "Line" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:171 -msgid "TIME(hour, minute, second)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Line chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:172 -msgid "`Excel TIME article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:50 +msgid ":guilabel:`Line`: best for showing trends or changes over time, such as sales growth across months or temperature variations." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:173 -msgid "TIMEVALUE(time_string)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Stacked line chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:174 -msgid "`Excel TIMEVALUE article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:56 +msgid ":guilabel:`Stacked Line`: useful for visualizing cumulative trends where multiple series contribute to a total, like revenue by department over time." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:175 -msgid "TODAY()" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:59 +msgid "Column" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:176 -msgid "`Excel TODAY article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Column chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:177 -msgid "WEEKDAY(date, [type])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:64 +msgid ":guilabel:`Column`: ideal for comparing values across discrete categories, such as sales per product or revenue by region." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:178 -msgid "`Excel WEEKDAY article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Stacked column chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:179 -msgid "WEEKNUM(date, [type])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:70 +msgid ":guilabel:`Stacked Column`: displays part-to-whole relationships within categories, such as regional contributions to total sales." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:180 -msgid "`Excel WEEKNUM article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:73 +msgid "Area" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:181 -msgid "WORKDAY(start_date, num_days, [holidays])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Area chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:182 -msgid "`Excel WORKDAY article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:78 +msgid ":guilabel:`Area`: similar to a line chart but fills the area beneath the lines to emphasize magnitude, perfect for cumulative metrics over time." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:183 -msgid "WORKDAY.INTL(start_date, num_days, [weekend], [holidays])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Stacked area chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:184 -msgid "`Excel WORKDAY.INTL article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:84 +msgid ":guilabel:`Stacked Area`: visualizes the composition of changes over time, such as market share by product category." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:185 -msgid "YEAR(date)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:87 +msgid "Pie" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:186 -msgid "`Excel YEAR article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Pie chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:187 -#: ../../content/applications/productivity/spreadsheet/functions.rst:872 -msgid "YEAR.END(date)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:92 +msgid ":guilabel:`Pie`: best for showing proportions or percentages of a whole, such as market share or budget allocation." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:188 -#: ../../content/applications/productivity/spreadsheet/functions.rst:873 -msgid "Last day of the year a specific date falls in (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:95 +msgid "Other" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:189 -#: ../../content/applications/productivity/spreadsheet/functions.rst:874 -msgid "YEAR.START(date)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Combo chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:190 -#: ../../content/applications/productivity/spreadsheet/functions.rst:875 -msgid "First day of the year a specific date falls in (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:100 +msgid ":guilabel:`Combo`: combines multiple chart types (e.g., bars and lines) to compare different data types or highlight key metrics alongside trends." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:191 -#: ../../content/applications/productivity/spreadsheet/functions.rst:876 -msgid "YEARFRAC(start_date, end_date, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Bar chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:192 -#: ../../content/applications/productivity/spreadsheet/functions.rst:877 -msgid "Exact number of years between two dates (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:106 +msgid ":guilabel:`Bar`: similar to a column chart but horizontal, making it better for comparing long category names or datasets." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:197 -msgid "Engineering" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Stacked bar chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:205 -msgid "DELTA(number1, [number2])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:112 +msgid ":guilabel:`Stacked Bar`: highlights cumulative contributions across categories, often used in demographic or resource allocation analysis." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:206 -msgid "`Excel DELTA article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Doughnut chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:211 -msgid "Filter" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:118 +msgid ":guilabel:`Doughnut`: A variation of the pie chart with a hollow center, offering similar use cases but with a modern aesthetic." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:219 -msgid "FILTER(range, condition1, [condition2, ...])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Scatter chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:220 -msgid "`Excel FILTER article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:124 +msgid ":guilabel:`Scatter`: ideal for analyzing relationships or correlations between two numerical variables, such as price vs. quantity sold." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:221 -msgid "ODOO.FILTER.VALUE(filter_name)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Gauge chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:222 -msgid "Returns the current value of a spreadsheet filter (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:130 +msgid ":guilabel:`Gauge`: displays progress toward a goal or a single key metric, such as performance against a target." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:223 -msgid "SORT(range, [sort_column, ...], [is_ascending, ...])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Scorecard icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:224 -msgid "`Excel SORT article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:136 +msgid ":guilabel:`Scorecard`: used to summarize key performance indicators (KPIs) in a compact format, such as total sales or conversion rates, and compare to a baseline or a previous value." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:225 -msgid "UNIQUE(range, [by_column], [exactly_once])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Waterfall chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:226 -msgid "`Excel UNIQUE article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:143 +msgid ":guilabel:`Waterfall`: ideal for visualizing cumulative effects of sequential positive and negative values, such as profit/loss analysis." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:231 -#: ../../content/applications/productivity/spreadsheet/functions.rst:880 -msgid "Financial" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:0 +msgid "Population pyramid chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:239 -msgid "ACCRINTM(issue, maturity, rate, redemption, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:149 +msgid ":guilabel:`Population Pyramid`: a specialized chart for comparing distributions, often used in demographics, such as age and gender group analysis." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:240 -msgid "`Excel ACCRINTM article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:155 +msgid "Chart properties" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:241 -msgid "AMORLINC(cost, purchase_date, first_period_end, salvage, period, rate, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:157 +msgid "When you :ref:`create a chart manually ` or :ref:`insert a chart from an Odoo graph view ` into a spreadsheet, the chart properties appear in a pane on the right side of the spreadsheet. Here, it is possible to modify various aspects of the chart's configuration and design via the :icon:`fa-sliders` :ref:`Configuration ` and :icon:`fa-paint-brush` :ref:`Design ` tabs respectively." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:242 -msgid "`Excel AMORLINC article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:165 +msgid "A chart's properties can be accessed at any time, as follows:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:243 -msgid "COUPDAYBS(settlement, maturity, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:167 +msgid "For any chart, whether manually created or inserted from an Odoo view, hover over the chart then click the :icon:`fa-bars` :guilabel:`(menu)` icon and click :icon:`fa-pencil-square-o` :guilabel:`Edit`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:244 -msgid "`Excel COUPDAYBS article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:170 +msgid "For a chart inserted from an Odoo graph view, click :guilabel:`Data` on the menu bar then select the relevant chart, as prefaced by the :icon:`fa-bar-chart` :guilabel:`(chart)` icon, e.g., :icon:`fa-bar-chart` *(#1) Sales Analysis*." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:245 -msgid "COUPDAYS(settlement, maturity, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:179 +msgid "The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sections:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:246 -msgid "`Excel COUPDAYS article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:181 +msgid ":ref:`Chart type `: the type of chart. For a chart that has been:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:247 -msgid "COUPDAYSNC(settlement, maturity, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:184 +msgid "manually created, this is by default the chart type suggested by Odoo;" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:248 -msgid "`Excel COUPDAYSNC article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:185 +msgid "inserted from an Odoo graph view, this is by default the type of chart selected in the graph view before the chart was inserted in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:249 -msgid "COUPNCD(settlement, maturity, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:188 +msgid "To change the chart type, click the dropdown menu to select the desired chart type." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:250 -msgid "`Excel COUPNCD article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:192 +msgid ":guilabel:`Link to Odoo menu`: to add a :ref:`clickable link ` from a chart to an Odoo menu item, i.e., a specific view of a model." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:251 -msgid "COUPNUM(settlement, maturity, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:198 +msgid "Design" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:252 -msgid "`Excel COUPNUM article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:200 +msgid "Depending on the chart type, the :icon:`fa-paint-brush` :guilabel:`Design` tab has one or more sections." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:253 -msgid "COUPPCD(settlement, maturity, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:203 +msgid "The :guilabel:`General` section lets you modify the following elements:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:254 -msgid "`Excel COUPPCD article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:205 +msgid ":guilabel:`Background color`: Add or change the background color by clicking on the color dot. Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom color." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:255 -msgid "CUMIPMT(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:208 +msgid ":guilabel:`Chart title`: Edit the chart title, if needed. The font formatting, horizontal alignment and color of the title can be modified using the editor." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:256 -msgid "`Excel CUMIPMT article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:210 +msgid ":guilabel:`Vertical axis position`: Choose whether the vertical axis is placed on the left or right in line, column, and area charts." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:257 -msgid "CUMPRINC(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:212 +msgid ":guilabel:`Legend position`: Change the position of the legend or opt to have no legend." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:258 -msgid "`Excel CUMPRINC article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:213 +msgid "Enable :guilabel:`Show values` to add numeric values to the data points on the chart." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:259 -msgid "DB(cost, salvage, life, period, [month])" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:215 +msgid "Enable :guilabel:`Show trend line` to add a trend line to line, column, and area charts." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:260 -msgid "`Excel DB article `_" +#: ../../content/applications/productivity/spreadsheet/visualize_data/charts.rst:217 +msgid "For line, column, and area charts, the :guilabel:`Axis` section lets you add a title to one or both axes. The font formatting, horizontal alignment, and color of the title can be modified using the editor." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:261 -msgid "DDB(cost, salvage, life, period, [factor])" +#: ../../content/applications/productivity/spreadsheet/work_with_data.rst:5 +msgid "Work with data" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:262 -msgid "`Excel DDB article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:3 +msgid "Dynamic pivot tables" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:263 -msgid "DISC(settlement, maturity, price, redemption, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:5 +msgid "When a pivot view from an Odoo database is inserted in a spreadsheet, it is by default a static pivot table. Each cell in a static pivot table contains an :ref:`Odoo-specific function ` that retrieves data from your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:264 -msgid "`Excel DISC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:-1 +msgid "Function of static pivot table cell" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:265 -msgid "DOLLARDE(fractional_price, unit)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:12 +msgid "When the corresponding data in your database changes, e.g., the sales related to a given quarter or an individual salesperson, the cells of your static pivot table are updated." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:266 -msgid "`Excel DOLLARDE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:15 +msgid "However, a static pivot table does not expand automatically to accommodate new data, e.g., sales data for a new quarter or for a newly hired salesperson. Neither is it possible to add or manipulate dimensions (i.e., columns or rows) or measures via the pivot table properties." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:267 -msgid "DOLLARFR(decimal_price, unit)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:20 +msgid "If you attempt to update or manipulate the properties of a pivot table that has just been inserted into a spreadsheet, an error message appears in the top right corner of the screen:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:268 -msgid "`Excel DOLLARFR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:26 +msgid "To have more flexibility in how you can manipulate your pivot table, you can :ref:`create a dynamic pivot table ` from a static pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:269 -msgid "DURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:32 +msgid "Create a dynamic pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:270 -msgid "`Excel DURATION article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:34 +msgid "There are two main ways to create a dynamic pivot table from a static pivot table:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:271 -msgid "EFFECT(nominal_rate, periods_per_year)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:36 +msgid "**Duplicate the static pivot table from the pivot table properties**: :ref:`Open the pivot table properties `, click the :icon:`fa-cog` (:guilabel:`gear`) icon at the top right of the pane, then click :icon:`fa-clone` :guilabel:`Duplicate`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:272 -msgid "`Excel EFFECT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:41 +msgid "A new data source is created and a dynamic version of the pivot table is inserted into a new sheet. The dynamic pivot table has the same styling as the original pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:273 -msgid "FV(rate, number_of_periods, payment_amount, [present_value], [end_or_beginning])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:45 +msgid "When you use this method, your new dynamic pivot table gets the next available pivot ID. This means you can create multiple pivot views associated with the same model, but with distinct settings, groupings, or calculations." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:274 -msgid "`Excel FV article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:49 +msgid "**Re-insert the dynamic pivot table from the Data menu**: On the sheet that contains your static pivot table, position your cursor in an empty cell. Click :menuselection:`Data -->` :icon:`os-insert-pivot` :menuselection:`Re-insert dynamic pivot` from the menu bar, then select the relevant pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:275 -msgid "FVSCHEDULE(principal, rate_schedule)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:54 +msgid "A new, dynamic pivot table appears, with the same styling as the original pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:276 -msgid "`Excel FVSCHEDULE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:57 +msgid "When you use this method, your static and dynamic pivot share the same data source, and, consequently, the same pivot ID. To avoid confusion, delete the original static pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:277 -msgid "INTRATE(settlement, maturity, investment, redemption, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:61 +msgid "It is also possible to directly enter the :ref:`function ` of the dynamic pivot table in an empty cell. However, with this method, the table styling needs to be re-applied manually." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:278 -msgid "`Excel INTRATE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:68 +msgid "Dynamic pivot table functions" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:279 -msgid "IPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:70 +msgid "Instead of each cell containing a unique function that retrieves data from your database, as in a :ref:`static pivot table `, a dynamic pivot table has a single function:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:280 -msgid "`Excel IPMT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:82 +msgid "`row_count` and `column count`: the number of rows and columns respectively." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:281 -msgid "IRR(cashflow_amounts, [rate_guess])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:83 +msgid "`include_total` and `include_column_titles`: values of `0` remove the total and column titles respectively." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:282 -msgid "`Excel IRR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:86 +msgid "This is an array function, which allows the pivot table to expand automatically to accommodate the results of the function." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:283 -msgid "ISPMT(rate, period, number_of_periods, present_value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:89 +msgid "The top-left cell contains the editable function, while clicking on any other cell reveals this formula greyed out." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:284 -msgid "`Excel ISPMT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:-1 +msgid "Array function of a dynamic pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:285 -msgid "MDURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:96 +msgid "If necessary, you can update the function of a dynamic pivot table to remove elements like the total or column titles." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:286 -msgid "`Excel MDURATION article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:99 +msgid "With the function open in the formula bar or the top-left cell of the pivot table, position your cursor after the pivot ID then type `,` to advance to the optional field you want to modify. In the example below, adding the value `0` for `[include_total]` removes both the row total and column total from the pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:287 -msgid "MIRR(cashflow_amounts, financing_rate, reinvestment_return_rate)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:0 +msgid "Modifying the function of a dynamic pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:288 -msgid "`Excel MIRR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:110 +msgid "Manipulate a dynamic pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:289 -msgid "NOMINAL(effective_rate, periods_per_year)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:112 +msgid "To manipulate data in a dynamic pivot table, :ref:`open the pivot table properties `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:290 -msgid "`Excel NOMINAL article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:115 +msgid "The following options are available by clicking the :icon:`fa-cog` (:guilabel:`gear`) icon:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:291 -msgid "NPER(rate, payment_amount, present_value, [future_value], [end_or_beginning])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:117 +msgid ":icon:`fa-exchange` :guilabel:`Flip axes`: to move all the dimensions represented in columns to rows and vice versa." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:292 -msgid "`Excel NPER article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:121 +msgid "Flipping the axes presents the data from a different perspective, possibly bringing new insights. However, depending on the volume of data, it can result in #SPILL errors. This happens when a formula tries to output a range of values, but something is blocking those cells, such as other data, merged cells, or the boundaries of the current sheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:293 -msgid "NPV(discount, cashflow1, [cashflow2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:126 +msgid "Hovering over the cell containing :guilabel:`#SPILL` details the error." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:294 -msgid "`Excel NPV article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:128 +msgid ":icon:`fa-clone` :guilabel:`Duplicate`: to duplicate the dynamic pivot table and create a new data source with distinct properties." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:295 -#: ../../content/applications/productivity/spreadsheet/functions.rst:888 -msgid "ODOO.ACCOUNT.GROUP(type)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:130 +msgid ":icon:`fa-trash` :guilabel:`Delete`: to delete the data source of the dynamic pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:296 -#: ../../content/applications/productivity/spreadsheet/functions.rst:889 -msgid "Returns the account ids of a given group (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:133 +msgid "Deleting the data source of a pivot table does not delete the visual representation of the data. Delete the table from the spreadsheet using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:297 -#: ../../content/applications/productivity/spreadsheet/functions.rst:890 -msgid "ODOO.CREDIT(account_codes, date_range, [offset], [company_id], [include_unposted])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:140 +msgid "Dimensions" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:298 -#: ../../content/applications/productivity/spreadsheet/functions.rst:891 -msgid "Get the total credit for the specified account(s) and period (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:142 +msgid "The dimensions of the pivot table, i.e., how the data is grouped, are placed in :guilabel:`Columns` and :guilabel:`Rows` according to how they appeared in the pivot view in your database, i.e., before the pivot table was inserted in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:299 -#: ../../content/applications/productivity/spreadsheet/functions.rst:892 -msgid "ODOO.CURRENCY.RATE(currency_from, currency_to, [date])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:146 +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:169 +msgid "You can:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:300 -msgid "This function takes in two currency codes as arguments, and returns the exchange rate from the first currency to the second as float (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:148 +msgid "add new dimensions by clicking :guilabel:`Add`" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:301 -#: ../../content/applications/productivity/spreadsheet/functions.rst:894 -msgid "ODOO.DEBIT(account_codes, date_range, [offset], [company_id], [include_unposted])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:149 +msgid "delete existing dimensions by clicking the :icon:`fa-trash` :guilabel:`(delete)` icon on the relevant dimension" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:302 -#: ../../content/applications/productivity/spreadsheet/functions.rst:895 -msgid "Get the total debit for the specified account(s) and period (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:151 +msgid "change the order in which dimensions are displayed in :guilabel:`Columns` or :guilabel:`Rows` by clicking then dragging the dimension to the desired position within its respective section" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:303 -#: ../../content/applications/productivity/spreadsheet/functions.rst:896 -msgid "ODOO.BALANCE(account_codes, date_range, [offset], [company_id], [include_unposted])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:153 +msgid "change the axis on which a dimension is shown by clicking then dragging the dimension from :guilabel:`Columns` to :guilabel:`Rows` or vice versa" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:304 -#: ../../content/applications/productivity/spreadsheet/functions.rst:897 -msgid "Get the total balance for the specified account(s) and period (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:155 +msgid "change how a dimension's values are ordered by selecting :guilabel:`Ascending`, :guilabel:`Descending`, or :guilabel:`Unsorted` in the :guilabel:`Order by` field" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:305 -#: ../../content/applications/productivity/spreadsheet/functions.rst:900 -msgid "ODOO.FISCALYEAR.END(day, [company_id])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:157 +msgid "for date- or time-based dimensions, select the desired :guilabel:`Granularity` from the options in the dropdown menu" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:306 -#: ../../content/applications/productivity/spreadsheet/functions.rst:901 -msgid "Returns the ending date of the fiscal year encompassing the provided date (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:163 +msgid "Measures" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:307 -#: ../../content/applications/productivity/spreadsheet/functions.rst:898 -msgid "ODOO.FISCALYEAR.START(day, [company_id])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:165 +msgid "The measures of your pivot table, i.e., what you are measuring, or analyzing, based on the dimensions you have chosen, are listed in the order they appeared in the pivot view in your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:308 -#: ../../content/applications/productivity/spreadsheet/functions.rst:899 -msgid "Returns the starting date of the fiscal year encompassing the provided date (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:171 +msgid "add new measures, including :ref:`calculated measures `, by clicking :guilabel:`Add`" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:309 -msgid "PDURATION(rate, present_value, future_value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:174 +msgid "hide (:icon:`fa-eye`), show (:icon:`fa-eye-slash`), or delete (:icon:`fa-trash`) existing measures" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:310 -msgid "`Excel PDURATION article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:175 +msgid "edit the name of existing measures by clicking on the measure's name" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:311 -msgid "PMT(rate, number_of_periods, present_value, [future_value], [end_or_beginning])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:176 +msgid "change the order in which measures are displayed by clicking then dragging the measure to the desired position" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:312 -msgid "`Excel PMT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:178 +msgid "change how measures are displayed by clicking the :icon:`fa-cog` :guilabel:`(gear)` icon, then selecting the desired option from the dropdown menu, e.g., :guilabel:`% of grand total` or :guilabel:`Rank smallest to largest`. The pivot table data updates dynamically as different options are selected." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:313 -msgid "PPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:182 +msgid "choose how measures are aggregated, e.g., by :guilabel:`Sum`, :guilabel:`Average`, :guilabel:`Minimum`" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:314 -msgid "`Excel PPMT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:188 +msgid "Calculated measures" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:315 -msgid "PRICE(settlement, maturity, rate, yield, redemption, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:190 +msgid "It is possible to add calculated measures if the desired measure did not exist in the original pivot view. For example, a calculated measure could be added to show the average revenue per order or the profit margin per product." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:316 -msgid "`Excel PRICE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:194 +msgid "To add a calculated measure:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:317 -msgid "PRICEDISC(settlement, maturity, discount, redemption, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:196 +msgid "From the :guilabel:`Measures` section of the pivot table properties, click :guilabel:`Add`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:318 -msgid "`Excel PRICEDISC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:197 +msgid "Below the scrollable list, click :icon:`os-formula` :guilabel:`Add calculated measure`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:319 -msgid "PRICEMAT(settlement, maturity, issue, rate, yield, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:198 +msgid "Rename the calculated measure by clicking on the name and typing." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:320 -msgid "`Excel PRICEMAT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:199 +msgid "Click on the line starting with `=` and enter the formula." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:321 -msgid "PV(rate, number_of_periods, payment_amount, [future_value], [end_or_beginning])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:202 +msgid "In the below example, the average revenue per order is added by dividing the sum of the sales by the number of orders." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:322 -msgid "`Excel PV article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:0 +msgid "Formula for a calculated measure" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:323 -msgid "RATE(number_of_periods, payment_per_period, present_value, [future_value], [end_or_beginning], [rate_guess])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:208 +msgid "Choose how the measure should be aggregated by selecting a value from the dropdown." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:324 -msgid "`Excel RATE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst:211 +msgid "There are advantages to using a static pivot table, for example, being able to see the functions behind individual cells. To have this possibility, select the relevant portion of your dynamic pivot table, copy it, then paste it into an empty part of the sheet. Click on any pasted cell to see the :ref:`Odoo function ` used to retrieve the data." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:325 -msgid "RECEIVED(settlement, maturity, investment, discount, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:3 +msgid "Functions" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:326 -msgid "`Excel RECEIVED article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:5 +msgid "**Odoo Spreadsheet** supports formulas and functions found in most spreadsheet solutions. This page presents the available functions by category. Odoo-specific functions are included both in the relevant category and in a dedicated :ref:`Odoo ` category:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:327 -msgid "RRI(number_of_periods, present_value, future_value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:9 +msgid ":ref:`Array `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:328 -msgid "`Excel RRI article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:10 +msgid ":ref:`Database `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:329 -msgid "SLN(cost, salvage, life)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:11 +msgid ":ref:`Date `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:330 -msgid "`Excel SLN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:12 +msgid ":ref:`Engineering `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:331 -msgid "SYD(cost, salvage, life, period)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:13 +msgid ":ref:`Filter `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:332 -msgid "`Excel SYD article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:14 +msgid ":ref:`Financial `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:333 -msgid "TBILLEQ(settlement, maturity, discount)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:15 +msgid ":ref:`Info `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:334 -msgid "`Excel TBILLEQ article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:16 +msgid ":ref:`Logical `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:335 -msgid "TBILLPRICE(settlement, maturity, discount)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:17 +msgid ":ref:`Lookup `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:336 -msgid "`Excel TBILLPRICE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:18 +msgid ":ref:`Math `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:337 -msgid "TBILLYIELD(settlement, maturity, price)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:19 +msgid ":ref:`Operators `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:338 -msgid "`Excel TBILLYIELD article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:20 +msgid ":ref:`Parser `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:339 -msgid "VDB(cost, salvage, life, start, end, [factor], [no_switch])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:21 +msgid ":ref:`Statistical `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:340 -msgid "`Excel VDB article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:22 +msgid ":ref:`Text `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:341 -msgid "XIRR(cashflow_amounts, cashflow_dates, [rate_guess])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:23 +msgid ":ref:`Web `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:342 -msgid "`Excel XIRR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:24 +msgid ":ref:`Odoo-specific functions `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:343 -msgid "XNPV(discount, cashflow_amounts, cashflow_dates)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:27 +msgid "Formulas containing functions that are not compatible with Excel are replaced by their evaluated result when exporting a spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:344 -msgid "`Excel XNPV article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:33 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:840 +msgid "Array" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:345 -msgid "YIELD(settlement, maturity, rate, price, redemption, frequency, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:39 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:91 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:127 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:203 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:217 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:237 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:361 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:393 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:425 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:469 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:597 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:639 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:653 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:773 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:827 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:846 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:860 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:886 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:914 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:930 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:944 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:960 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:998 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1022 +msgid "Name and arguments" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:346 -msgid "`Excel YIELD article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:40 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:92 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:128 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:204 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:218 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:238 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:362 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:394 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:426 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:470 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:598 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:640 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:654 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:774 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:828 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:847 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:861 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:887 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:915 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:931 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:945 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:961 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:999 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1023 +msgid "Description or link" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:347 -msgid "YIELDDISC(settlement, maturity, price, redemption, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:41 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:848 +msgid "ARRAY.CONSTRAIN(input_range, rows, columns)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:348 -msgid "`Excel YIELDDISC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:42 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:849 +msgid "Returns a result array constrained to a specific width and height (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:349 -msgid "YIELDMAT(settlement, maturity, issue, rate, price, [day_count_convention])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:43 +msgid "CHOOSECOLS(array, col_num, [col_num2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:350 -msgid "`Excel YIELDMAT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:44 +msgid "`Excel CHOOSECOLS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:355 -msgid "Info" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:45 +msgid "CHOOSEROWS(array, row_num, [row_num2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:363 -msgid "CELL(info_type, reference)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:46 +msgid "`Excel CHOOSEROWS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:364 -msgid "`Excel CELL article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:47 +msgid "EXPAND(array, rows, [columns], [pad_with])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:365 -msgid "ISBLANK(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:48 +msgid "`Excel EXPAND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:366 -#: ../../content/applications/productivity/spreadsheet/functions.rst:368 -#: ../../content/applications/productivity/spreadsheet/functions.rst:370 -#: ../../content/applications/productivity/spreadsheet/functions.rst:372 -#: ../../content/applications/productivity/spreadsheet/functions.rst:374 -#: ../../content/applications/productivity/spreadsheet/functions.rst:376 -#: ../../content/applications/productivity/spreadsheet/functions.rst:378 -#: ../../content/applications/productivity/spreadsheet/functions.rst:380 -msgid "`Excel IS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:49 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:850 +msgid "FLATTEN(range, [range2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:367 -msgid "ISERR(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:50 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:851 +msgid "Flattens all the values from one or more ranges into a single column (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:369 -msgid "ISERROR(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:51 +msgid "FREQUENCY(data, classes)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:371 -msgid "ISLOGICAL(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:52 +msgid "`Excel FREQUENCY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:373 -msgid "ISNA(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:53 +msgid "HSTACK(range1, [range2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:375 -msgid "ISNONTEXT(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:54 +msgid "`Excel HSTACK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:377 -msgid "ISNUMBER(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:55 +msgid "MDETERM(square_matrix)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:379 -msgid "ISTEXT(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:56 +msgid "`Excel MDETERM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:381 -msgid "NA()" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:57 +msgid "MINVERSE(square_matrix)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:382 -msgid "`Excel NA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:58 +msgid "`Excel MINVERSE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:387 -msgid "Logical" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:59 +msgid "MMULT(matrix1, matrix2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:395 -msgid "AND(logical_expression1, [logical_expression2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:60 +msgid "`Excel MMULT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:396 -msgid "`Excel AND article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:61 +msgid "SUMPRODUCT(range1, [range2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:397 -msgid "FALSE()" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:62 +msgid "`Excel SUMPRODUCT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:398 -msgid "`Excel FALSE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:63 +msgid "SUMX2MY2(array_x, array_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:399 -msgid "IF(logical_expression, value_if_true, [value_if_false])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:64 +msgid "`Excel SUMX2MY2 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:400 -msgid "`Excel IF article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:65 +msgid "SUMX2PY2(array_x, array_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:401 -msgid "IFERROR(value, [value_if_error])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:66 +msgid "`Excel SUMX2PY2 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:402 -msgid "`Excel IFERROR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:67 +msgid "SUMXMY2(array_x, array_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:403 -msgid "IFNA(value, [value_if_error])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:68 +msgid "`Excel SUMXMY2 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:404 -msgid "`Excel IFNA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:69 +msgid "TOCOL(array, [ignore], [scan_by_column])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:405 -msgid "IFS(condition1, value1, [condition2, ...], [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:70 +msgid "`Excel TOCOL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:406 -msgid "`Excel IFS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:71 +msgid "TOROW(array, [ignore], [scan_by_column])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:407 -msgid "NOT(logical_expression)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:72 +msgid "`Excel TOROW article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:408 -msgid "`Excel NOT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:73 +msgid "TRANSPOSE(range)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:409 -msgid "OR(logical_expression1, [logical_expression2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:74 +msgid "`Excel TRANSPOSE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:410 -msgid "`Excel OR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:75 +msgid "VSTACK(range1, [range2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:411 -msgid "TRUE()" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:76 +msgid "`Excel VSTACK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:412 -msgid "`Excel TRUE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:77 +msgid "WRAPCOLS(range, wrap_count, [pad_with])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:413 -msgid "XOR(logical_expression1, [logical_expression2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:78 +msgid "`Excel WRAPCOLS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:414 -msgid "`Excel XOR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:79 +msgid "WRAPROWS(range, wrap_count, [pad_with])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:419 -#: ../../content/applications/productivity/spreadsheet/functions.rst:908 -msgid "Lookup" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:80 +msgid "`Excel WRAPROWS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:427 -msgid "ADDRESS(row, column, [absolute_relative_mode], [use_a1_notation], [sheet])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:85 +msgid "Database" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:428 -msgid "`Excel ADDRESS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:93 +msgid "DAVERAGE(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:429 -msgid "COLUMN([cell_reference])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:94 +msgid "`Excel DAVERAGE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:430 -msgid "`Excel COLUMN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:95 +msgid "DCOUNT(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:431 -msgid "COLUMNS(range)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:96 +msgid "`Excel DCOUNT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:432 -msgid "`Excel COLUMNS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:97 +msgid "DCOUNTA(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:433 -msgid "HLOOKUP(search_key, range, index, [is_sorted])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:98 +msgid "`Excel DCOUNTA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:434 -msgid "`Excel HLOOKUP article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:99 +msgid "DGET(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:435 -msgid "INDEX(reference, row, column)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:100 +msgid "`Excel DGET article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:436 -msgid "`Excel INDEX article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:101 +msgid "DMAX(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:437 -msgid "INDIRECT(reference, [use_a1_notation])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:102 +msgid "`Excel DMAX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:438 -msgid "`Excel INDIRECT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:103 +msgid "DMIN(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:439 -msgid "LOOKUP(search_key, search_array, [result_range])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:104 +msgid "`Excel DMIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:440 -msgid "`Excel LOOKUP article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:105 +msgid "DPRODUCT(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:441 -msgid "MATCH(search_key, range, [search_type])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:106 +msgid "`Excel DPRODUCT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:442 -msgid "`Excel MATCH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:107 +msgid "DSTDEV(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:443 -msgid "OFFSET(reference, rows, cols, [height], [width])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:108 +msgid "`Excel DSTDEV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:444 -msgid "`Excel OFFSET article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:109 +msgid "DSTDEVP(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:445 -#: ../../content/applications/productivity/spreadsheet/functions.rst:916 -msgid "PIVOT(pivot_id, [row_count], [include_total], [include_column_titles], [column_count])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:110 +msgid "`Excel DSTDEVP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:446 -#: ../../content/applications/productivity/spreadsheet/functions.rst:917 -msgid "Get a pivot table (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:111 +msgid "DSUM(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:447 -#: ../../content/applications/productivity/spreadsheet/functions.rst:918 -msgid "PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:112 +msgid "`Excel DSUM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:448 -#: ../../content/applications/productivity/spreadsheet/functions.rst:919 -msgid "Get the header of a pivot table (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:113 +msgid "DVAR(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:449 -#: ../../content/applications/productivity/spreadsheet/functions.rst:920 -msgid "PIVOT.VALUE(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:114 +msgid "`Excel DVAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:450 -#: ../../content/applications/productivity/spreadsheet/functions.rst:921 -msgid "Get the value from a pivot table (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:115 +msgid "DVARP(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:451 -msgid "ROW([cell_reference])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:116 +msgid "`Excel DVARP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:452 -msgid "`Excel ROW article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:121 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:854 +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:95 +msgid "Date" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:453 -msgid "ROWS(range)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:129 +msgid "DATE(year, month, day)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:454 -msgid "`Excel ROWS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:130 +msgid "`Excel DATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:455 -msgid "VLOOKUP(search_key, range, index, [is_sorted])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:131 +msgid "DATEDIF(start_date, end_date, unit)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:456 -msgid "`Excel VLOOKUP article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:132 +msgid "`Excel DATEDIF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:457 -msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:133 +msgid "DATEVALUE(date_string)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:458 -msgid "`Excel XLOOKUP article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:134 +msgid "`Excel DATEVALUE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:463 -#: ../../content/applications/productivity/spreadsheet/functions.rst:924 -msgid "Math" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:135 +msgid "DAY(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:471 -msgid "ABS(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:136 +msgid "`Excel DAY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:472 -msgid "`Excel ABS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:137 +msgid "DAYS(end_date, start_date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:473 -msgid "ACOS(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:138 +msgid "`Excel DAYS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:474 -msgid "`Excel ACOS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:139 +msgid "DAYS360(start_date, end_date, [method])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:475 -msgid "ACOSH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:140 +msgid "`Excel DAYS360 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:476 -msgid "`Excel ACOSH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:141 +msgid "EDATE(start_date, months)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:477 -msgid "ACOT(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:142 +msgid "`Excel EDATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:478 -msgid "`Excel ACOT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:143 +msgid "EOMONTH(start_date, months)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:479 -msgid "ACOTH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:144 +msgid "`Excel EOMONTH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:480 -msgid "`Excel ACOTH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:145 +msgid "HOUR(time)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:481 -msgid "ASIN(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:146 +msgid "`Excel HOUR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:482 -msgid "`Excel ASIN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:147 +msgid "ISOWEEKNUM(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:483 -msgid "ASINH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:148 +msgid "`Excel ISOWEEKNUM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:484 -msgid "`Excel ASINH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:149 +msgid "MINUTE(time)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:485 -msgid "ATAN(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:150 +msgid "`Excel MINUTE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:486 -msgid "`Excel ATAN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:151 +msgid "MONTH(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:487 -msgid "ATAN2(x, y)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:152 +msgid "`Excel MONTH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:488 -msgid "`Excel ATAN2 article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:153 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:862 +msgid "MONTH.END(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:489 -msgid "ATANH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:154 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:863 +msgid "Last day of the month following a date (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:490 -msgid "`Excel ATANH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:155 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:864 +msgid "MONTH.START(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:491 -msgid "CEILING(value, [factor])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:156 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:865 +msgid "First day of the month preceding a date (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:492 -msgid "`Excel CEILING article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:157 +msgid "NETWORKDAYS(start_date, end_date, [holidays])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:493 -msgid "CEILING.MATH(number, [significance], [mode])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:158 +msgid "`Excel NETWORKDAYS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:494 -msgid "`Excel CEILING.MATH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:159 +msgid "NETWORKDAYS.INTL(start_date, end_date, [weekend], [holidays])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:495 -msgid "CEILING.PRECISE(number, [significance])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:160 +msgid "`Excel NETWORKDAYS.INTL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:496 -msgid "`Excel CEILING.PRECISE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:161 +msgid "NOW()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:497 -msgid "COS(angle)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:162 +msgid "`Excel NOW article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:498 -msgid "`Excel COS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:163 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:866 +msgid "QUARTER(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:499 -msgid "COSH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:164 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:867 +msgid "Quarter of the year a specific date falls in (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:500 -msgid "`Excel COSH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:165 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:868 +msgid "QUARTER.END(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:501 -msgid "COT(angle)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:166 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:869 +msgid "Last day of the quarter of the year a specific date falls in (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:502 -msgid "`Excel COT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:167 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:870 +msgid "QUARTER.START(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:503 -msgid "COTH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:168 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:871 +msgid "First day of the quarter of the year a specific date falls in (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:504 -msgid "`Excel COTH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:169 +msgid "SECOND(time)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:505 -msgid "COUNTBLANK(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:170 +msgid "`Excel SECOND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:506 -msgid "`Excel COUNTBLANK article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:171 +msgid "TIME(hour, minute, second)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:507 -msgid "COUNTIF(range, criterion)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:172 +msgid "`Excel TIME article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:508 -msgid "`Excel COUNTIF article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:173 +msgid "TIMEVALUE(time_string)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:509 -msgid "COUNTIFS(criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:174 +msgid "`Excel TIMEVALUE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:510 -msgid "`Excel COUNTIFS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:175 +msgid "TODAY()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:511 -msgid "CSC(angle)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:176 +msgid "`Excel TODAY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:512 -msgid "`Excel CSC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:177 +msgid "WEEKDAY(date, [type])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:513 -msgid "CSCH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:178 +msgid "`Excel WEEKDAY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:514 -msgid "`Excel CSCH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:179 +msgid "WEEKNUM(date, [type])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:515 -msgid "DECIMAL(value, base)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:180 +msgid "`Excel WEEKNUM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:516 -msgid "`Excel DECIMAL article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:181 +msgid "WORKDAY(start_date, num_days, [holidays])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:517 -msgid "DEGREES(angle)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:182 +msgid "`Excel WORKDAY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:518 -msgid "`Excel DEGREES article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:183 +msgid "WORKDAY.INTL(start_date, num_days, [weekend], [holidays])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:519 -msgid "EXP(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:184 +msgid "`Excel WORKDAY.INTL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:520 -msgid "`Excel EXP article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:185 +msgid "YEAR(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:521 -msgid "FLOOR(value, [factor])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:186 +msgid "`Excel YEAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:522 -msgid "`Excel FLOOR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:187 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:872 +msgid "YEAR.END(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:523 -msgid "FLOOR.MATH(number, [significance], [mode])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:188 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:873 +msgid "Last day of the year a specific date falls in (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:524 -msgid "`Excel FLOOR.MATH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:189 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:874 +msgid "YEAR.START(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:525 -msgid "FLOOR.PRECISE(number, [significance])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:190 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:875 +msgid "First day of the year a specific date falls in (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:526 -msgid "`Excel FLOOR.PRECISE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:191 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:876 +msgid "YEARFRAC(start_date, end_date, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:527 -msgid "INT(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:192 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:877 +msgid "Exact number of years between two dates (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:528 -msgid "`Excel INT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:197 +msgid "Engineering" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:529 -msgid "ISEVEN(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:205 +msgid "DELTA(number1, [number2])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:530 -msgid "`Excel ISEVEN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:206 +msgid "`Excel DELTA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:531 -msgid "ISO.CEILING(number, [significance])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:211 +msgid "Filter" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:532 -msgid "`Excel ISO.CEILING article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:219 +msgid "FILTER(range, condition1, [condition2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:533 -msgid "ISODD(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:220 +msgid "`Excel FILTER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:534 -msgid "`Excel ISODD article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:221 +msgid "ODOO.FILTER.VALUE(filter_name)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:535 -msgid "LN(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:222 +msgid "Returns the current value of a spreadsheet filter (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:536 -msgid "`Excel LN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:223 +msgid "SORT(range, [sort_column, ...], [is_ascending, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:537 -msgid "LOG(value, [base])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:224 +msgid "`Excel SORT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:538 -msgid "Get the logarithm of a number for a given base (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:225 +msgid "UNIQUE(range, [by_column], [exactly_once])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:539 -msgid "MOD(dividend, divisor)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:226 +msgid "`Excel UNIQUE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:540 -msgid "`Excel MOD article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:231 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:880 +msgid "Financial" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:541 -msgid "MUNIT(dimension)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:239 +msgid "ACCRINTM(issue, maturity, rate, redemption, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:542 -msgid "`Excel MUNIT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:240 +msgid "`Excel ACCRINTM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:543 -msgid "ODD(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:241 +msgid "AMORLINC(cost, purchase_date, first_period_end, salvage, period, rate, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:544 -msgid "`Excel ODD article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:242 +msgid "`Excel AMORLINC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:545 -msgid "PI()" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:243 +msgid "COUPDAYBS(settlement, maturity, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:546 -msgid "`Excel PI article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:244 +msgid "`Excel COUPDAYBS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:547 -msgid "POWER(base, exponent)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:245 +msgid "COUPDAYS(settlement, maturity, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:548 -msgid "`Excel POWER article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:246 +msgid "`Excel COUPDAYS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:549 -msgid "PRODUCT(factor1, [factor2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:247 +msgid "COUPDAYSNC(settlement, maturity, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:550 -msgid "`Excel PRODUCT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:248 +msgid "`Excel COUPDAYSNC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:551 -msgid "RAND()" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:249 +msgid "COUPNCD(settlement, maturity, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:552 -msgid "`Excel RAND article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:250 +msgid "`Excel COUPNCD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:553 -msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:251 +msgid "COUPNUM(settlement, maturity, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:554 -msgid "`Excel RANDARRAY article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:252 +msgid "`Excel COUPNUM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:555 -msgid "RANDBETWEEN(low, high)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:253 +msgid "COUPPCD(settlement, maturity, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:556 -msgid "`Excel RANDBETWEEN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:254 +msgid "`Excel COUPPCD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:557 -msgid "ROUND(value, [places])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:255 +msgid "CUMIPMT(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:558 -msgid "`Excel ROUND article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:256 +msgid "`Excel CUMIPMT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:559 -msgid "ROUNDDOWN(value, [places])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:257 +msgid "CUMPRINC(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:560 -msgid "`Excel ROUNDDOWN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:258 +msgid "`Excel CUMPRINC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:561 -msgid "ROUNDUP(value, [places])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:259 +msgid "DB(cost, salvage, life, period, [month])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:562 -msgid "`Excel ROUNDUP article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:260 +msgid "`Excel DB article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:563 -msgid "SEC(angle)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:261 +msgid "DDB(cost, salvage, life, period, [factor])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:564 -msgid "`Excel SEC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:262 +msgid "`Excel DDB article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:565 -msgid "SECH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:263 +msgid "DISC(settlement, maturity, price, redemption, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:566 -msgid "`Excel SECH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:264 +msgid "`Excel DISC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:567 -msgid "SEQUENCE(rows, [columns], [start], ][step])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:265 +msgid "DOLLARDE(fractional_price, unit)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:568 -msgid "`Excel SEQUENCE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:266 +msgid "`Excel DOLLARDE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:569 -msgid "SIN(angle)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:267 +msgid "DOLLARFR(decimal_price, unit)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:570 -msgid "`Excel SIN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:268 +msgid "`Excel DOLLARFR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:571 -msgid "SINH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:269 +msgid "DURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:572 -msgid "`Excel SINH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:270 +msgid "`Excel DURATION article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:573 -msgid "SQRT(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:271 +msgid "EFFECT(nominal_rate, periods_per_year)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:574 -msgid "`Excel SQRT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:272 +msgid "`Excel EFFECT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:575 -msgid "SUM(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:273 +msgid "FV(rate, number_of_periods, payment_amount, [present_value], [end_or_beginning])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:576 -msgid "`Excel SUM article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:274 +msgid "`Excel FV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:577 -msgid "SUMIF(criteria_range, criterion, [sum_range])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:275 +msgid "FVSCHEDULE(principal, rate_schedule)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:578 -msgid "`Excel SUMIF article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:276 +msgid "`Excel FVSCHEDULE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:579 -msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:277 +msgid "INTRATE(settlement, maturity, investment, redemption, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:580 -msgid "`Excel SUMIFS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:278 +msgid "`Excel INTRATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:581 -msgid "TAN(angle)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:279 +msgid "IPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:582 -msgid "`Excel TAN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:280 +msgid "`Excel IPMT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:583 -msgid "TANH(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:281 +msgid "IRR(cashflow_amounts, [rate_guess])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:584 -msgid "`Excel TANH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:282 +msgid "`Excel IRR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:585 -msgid "TRUNC(value, [places])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:283 +msgid "ISPMT(rate, period, number_of_periods, present_value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:586 -msgid "`Excel TRUNC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:284 +msgid "`Excel ISPMT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:591 -#: ../../content/applications/productivity/spreadsheet/functions.rst:954 -msgid "Operators" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:285 +msgid "MDURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:599 -#: ../../content/applications/productivity/spreadsheet/functions.rst:962 -msgid "ADD(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:286 +msgid "`Excel MDURATION article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:600 -#: ../../content/applications/productivity/spreadsheet/functions.rst:963 -msgid "Sum of two numbers (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:287 +msgid "MIRR(cashflow_amounts, financing_rate, reinvestment_return_rate)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:601 -msgid "CONCAT(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:288 +msgid "`Excel MIRR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:602 -msgid "`Excel CONCAT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:289 +msgid "NOMINAL(effective_rate, periods_per_year)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:603 -#: ../../content/applications/productivity/spreadsheet/functions.rst:964 -msgid "DIVIDE(dividend, divisor)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:290 +msgid "`Excel NOMINAL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:604 -#: ../../content/applications/productivity/spreadsheet/functions.rst:965 -msgid "One number divided by another (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:291 +msgid "NPER(rate, payment_amount, present_value, [future_value], [end_or_beginning])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:605 -#: ../../content/applications/productivity/spreadsheet/functions.rst:966 -msgid "EQ(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:292 +msgid "`Excel NPER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:606 -#: ../../content/applications/productivity/spreadsheet/functions.rst:967 -msgid "Equal (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:293 +msgid "NPV(discount, cashflow1, [cashflow2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:607 -#: ../../content/applications/productivity/spreadsheet/functions.rst:968 -msgid "GT(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:294 +msgid "`Excel NPV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:608 -#: ../../content/applications/productivity/spreadsheet/functions.rst:969 -msgid "Strictly greater than (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:295 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:888 +msgid "ODOO.ACCOUNT.GROUP(type)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:609 -#: ../../content/applications/productivity/spreadsheet/functions.rst:970 -msgid "GTE(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:296 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:889 +msgid "Returns the account ids of a given group (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:610 -#: ../../content/applications/productivity/spreadsheet/functions.rst:971 -msgid "Greater than or equal to (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:297 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:890 +msgid "ODOO.CREDIT(account_codes, date_range, [offset], [company_id], [include_unposted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:611 -#: ../../content/applications/productivity/spreadsheet/functions.rst:972 -msgid "LT(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:298 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:891 +msgid "Get the total credit for the specified account(s) and period (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:612 -#: ../../content/applications/productivity/spreadsheet/functions.rst:973 -msgid "Less than (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:299 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:892 +msgid "ODOO.CURRENCY.RATE(currency_from, currency_to, [date])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:613 -#: ../../content/applications/productivity/spreadsheet/functions.rst:974 -msgid "LTE(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:300 +msgid "This function takes in two currency codes as arguments, and returns the exchange rate from the first currency to the second as float (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:614 -#: ../../content/applications/productivity/spreadsheet/functions.rst:975 -msgid "Less than or equal to (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:301 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:894 +msgid "ODOO.DEBIT(account_codes, date_range, [offset], [company_id], [include_unposted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:615 -#: ../../content/applications/productivity/spreadsheet/functions.rst:976 -msgid "MINUS(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:302 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:895 +msgid "Get the total debit for the specified account(s) and period (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:616 -#: ../../content/applications/productivity/spreadsheet/functions.rst:977 -msgid "Difference of two numbers (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:303 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:896 +msgid "ODOO.BALANCE(account_codes, date_range, [offset], [company_id], [include_unposted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:617 -#: ../../content/applications/productivity/spreadsheet/functions.rst:978 -msgid "MULTIPLY(factor1, factor2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:304 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:897 +msgid "Get the total balance for the specified account(s) and period (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:618 -#: ../../content/applications/productivity/spreadsheet/functions.rst:979 -msgid "Product of two numbers (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:305 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:900 +msgid "ODOO.FISCALYEAR.END(day, [company_id])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:619 -#: ../../content/applications/productivity/spreadsheet/functions.rst:980 -msgid "NE(value1, value2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:306 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:901 +msgid "Returns the ending date of the fiscal year encompassing the provided date (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:620 -#: ../../content/applications/productivity/spreadsheet/functions.rst:981 -msgid "Not equal (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:307 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:898 +msgid "ODOO.FISCALYEAR.START(day, [company_id])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:621 -#: ../../content/applications/productivity/spreadsheet/functions.rst:982 -msgid "POW(base, exponent)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:308 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:899 +msgid "Returns the starting date of the fiscal year encompassing the provided date (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:622 -#: ../../content/applications/productivity/spreadsheet/functions.rst:983 -msgid "A number raised to a power (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:309 +msgid "PDURATION(rate, present_value, future_value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:623 -#: ../../content/applications/productivity/spreadsheet/functions.rst:984 -msgid "UMINUS(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:310 +msgid "`Excel PDURATION article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:624 -#: ../../content/applications/productivity/spreadsheet/functions.rst:985 -msgid "A number with the sign reversed (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:311 +msgid "PMT(rate, number_of_periods, present_value, [future_value], [end_or_beginning])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:625 -#: ../../content/applications/productivity/spreadsheet/functions.rst:986 -msgid "UNARY.PERCENT(percentage)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:312 +msgid "`Excel PMT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:626 -#: ../../content/applications/productivity/spreadsheet/functions.rst:987 -msgid "Value interpreted as a percentage (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:313 +msgid "PPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:627 -#: ../../content/applications/productivity/spreadsheet/functions.rst:988 -msgid "UPLUS(value)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:314 +msgid "`Excel PPMT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:628 -#: ../../content/applications/productivity/spreadsheet/functions.rst:989 -msgid "A specified number, unchanged (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:315 +msgid "PRICE(settlement, maturity, rate, yield, redemption, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:633 -msgid "Parser" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:316 +msgid "`Excel PRICE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:641 -msgid "CONVERT(number, from_unit, to_unit)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:317 +msgid "PRICEDISC(settlement, maturity, discount, redemption, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:642 -msgid "`Excel CONVERT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:318 +msgid "`Excel PRICEDISC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:647 -#: ../../content/applications/productivity/spreadsheet/functions.rst:992 -msgid "Statistical" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:319 +msgid "PRICEMAT(settlement, maturity, issue, rate, yield, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:655 -msgid "AVEDEV(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:320 +msgid "`Excel PRICEMAT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:656 -msgid "`Excel AVEDEV article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:321 +msgid "PV(rate, number_of_periods, payment_amount, [future_value], [end_or_beginning])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:657 -msgid "AVERAGE(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:322 +msgid "`Excel PV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:658 -msgid "`Excel AVERAGE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:323 +msgid "RATE(number_of_periods, payment_per_period, present_value, [future_value], [end_or_beginning], [rate_guess])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:659 -msgid "AVERAGEA(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:324 +msgid "`Excel RATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:660 -msgid "`Excel AVERAGEA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:325 +msgid "RECEIVED(settlement, maturity, investment, discount, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:661 -msgid "AVERAGEIF(criteria_range, criterion, [average_range])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:326 +msgid "`Excel RECEIVED article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:662 -msgid "`Excel AVERAGEIF article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:327 +msgid "RRI(number_of_periods, present_value, future_value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:663 -msgid "AVERAGEIFS(average_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:328 +msgid "`Excel RRI article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:664 -msgid "`Excel AVERAGEIFS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:329 +msgid "SLN(cost, salvage, life)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:665 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1000 -msgid "AVERAGE.WEIGHTED(values, weights, [additional_values, ...], [additional_weights, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:330 +msgid "`Excel SLN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:666 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1001 -msgid "Weighted average (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:331 +msgid "SYD(cost, salvage, life, period)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:667 -msgid "CORREL(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:332 +msgid "`Excel SYD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:668 -msgid "`Excel CORREL article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:333 +msgid "TBILLEQ(settlement, maturity, discount)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:669 -msgid "COUNT(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:334 +msgid "`Excel TBILLEQ article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:670 -msgid "`Excel COUNT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:335 +msgid "TBILLPRICE(settlement, maturity, discount)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:671 -msgid "COUNTA(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:336 +msgid "`Excel TBILLPRICE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:672 -msgid "`Excel COUNTA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:337 +msgid "TBILLYIELD(settlement, maturity, price)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:673 -msgid "COVAR(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:338 +msgid "`Excel TBILLYIELD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:674 -msgid "`Excel COVAR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:339 +msgid "VDB(cost, salvage, life, start, end, [factor], [no_switch])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:675 -msgid "COVARIANCE.P(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:340 +msgid "`Excel VDB article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:676 -msgid "`Excel COVARIANCE.P article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:341 +msgid "XIRR(cashflow_amounts, cashflow_dates, [rate_guess])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:677 -msgid "COVARIANCE.S(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:342 +msgid "`Excel XIRR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:678 -msgid "`Excel COVARIANCE.S article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:343 +msgid "XNPV(discount, cashflow_amounts, cashflow_dates)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:679 -msgid "FORECAST(x, data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:344 +msgid "`Excel XNPV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:680 -msgid "`Excel FORECAST article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:345 +msgid "YIELD(settlement, maturity, rate, price, redemption, frequency, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:681 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1002 -msgid "GROWTH(known_data_y, [known_data_x], [new_data_x], [b])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:346 +msgid "`Excel YIELD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:682 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1003 -msgid "Fits points to exponential growth trend (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:347 +msgid "YIELDDISC(settlement, maturity, price, redemption, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:683 -msgid "INTERCEPT(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:348 +msgid "`Excel YIELDDISC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:684 -msgid "`Excel INTERCEPT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:349 +msgid "YIELDMAT(settlement, maturity, issue, rate, price, [day_count_convention])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:685 -msgid "LARGE(data, n)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:350 +msgid "`Excel YIELDMAT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:686 -msgid "`Excel LARGE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:355 +msgid "Info" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:687 -msgid "LINEST(data_y, [data_x], [calculate_b], [verbose])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:363 +msgid "CELL(info_type, reference)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:688 -msgid "`Excel LINEST article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:364 +msgid "`Excel CELL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:689 -msgid "LOGEST(data_y, [data_x], [calculate_b], [verbose])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:365 +msgid "ISBLANK(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:690 -msgid "`Excel LOGEST article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:366 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:368 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:370 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:372 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:374 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:376 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:378 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:380 +msgid "`Excel IS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:691 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1004 -msgid "MATTHEWS(data_x, data_y)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:367 +msgid "ISERR(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:692 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1005 -msgid "Compute the Matthews correlation coefficient of a dataset (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:369 +msgid "ISERROR(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:693 -msgid "MAX(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:371 +msgid "ISLOGICAL(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:694 -msgid "`Excel MAX article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:373 +msgid "ISNA(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:695 -msgid "MAXA(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:375 +msgid "ISNONTEXT(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:696 -msgid "`Excel MAXA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:377 +msgid "ISNUMBER(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:697 -msgid "MAXIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:379 +msgid "ISTEXT(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:698 -msgid "`Excel MAXIFS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:381 +msgid "NA()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:699 -msgid "MEDIAN(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:382 +msgid "`Excel NA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:700 -msgid "`Excel MEDIAN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:387 +msgid "Logical" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:701 -msgid "MIN(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:395 +msgid "AND(logical_expression1, [logical_expression2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:702 -msgid "`Excel MIN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:396 +msgid "`Excel AND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:703 -msgid "MINA(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:397 +msgid "FALSE()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:704 -msgid "`Excel MINA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:398 +msgid "`Excel FALSE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:705 -msgid "MINIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:399 +msgid "IF(logical_expression, value_if_true, [value_if_false])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:706 -msgid "`Excel MINIFS article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:400 +msgid "`Excel IF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:707 -msgid "PEARSON(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:401 +msgid "IFERROR(value, [value_if_error])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:708 -msgid "`Excel PEARSON article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:402 +msgid "`Excel IFERROR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:709 -msgid "PERCENTILE(data, percentile)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:403 +msgid "IFNA(value, [value_if_error])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:710 -msgid "`Excel PERCENTILE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:404 +msgid "`Excel IFNA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:711 -msgid "PERCENTILE.EXC(data, percentile)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:405 +msgid "IFS(condition1, value1, [condition2, ...], [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:712 -msgid "`Excel PERCENTILE.EXC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:406 +msgid "`Excel IFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:713 -msgid "PERCENTILE.INC(data, percentile)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:407 +msgid "NOT(logical_expression)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:714 -msgid "`Excel PERCENTILE.INC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:408 +msgid "`Excel NOT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:715 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1006 -msgid "POLYFIT.COEFFS(data_y, data_x, order, [intercept])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:409 +msgid "OR(logical_expression1, [logical_expression2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:716 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1007 -msgid "Compute the coefficients of polynomial regression of the dataset (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:410 +msgid "`Excel OR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:717 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1008 -msgid "POLYFIT.FORECAST(x, data_y, data_x, order, [intercept])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:411 +msgid "TRUE()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:718 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1009 -msgid "Predict value by computing a polynomial regression of the dataset (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:412 +msgid "`Excel TRUE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:719 -msgid "QUARTILE(data, quartile_number)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:413 +msgid "XOR(logical_expression1, [logical_expression2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:720 -msgid "`Excel QUARTILE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:414 +msgid "`Excel XOR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:721 -msgid "QUARTILE.EXC(data, quartile_number)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:419 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:908 +msgid "Lookup" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:722 -msgid "`Excel QUARTILE.EXC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:427 +msgid "ADDRESS(row, column, [absolute_relative_mode], [use_a1_notation], [sheet])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:723 -msgid "QUARTILE.INC(data, quartile_number)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:428 +msgid "`Excel ADDRESS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:724 -msgid "`Excel QUARTILE.INC article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:429 +msgid "COLUMN([cell_reference])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:725 -msgid "RANK(value, data, [is_ascending])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:430 +msgid "`Excel COLUMN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:726 -msgid "`Excel RANK article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:431 +msgid "COLUMNS(range)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:727 -msgid "RSQ(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:432 +msgid "`Excel COLUMNS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:728 -msgid "`Excel RSQ article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:433 +msgid "HLOOKUP(search_key, range, index, [is_sorted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:729 -msgid "SLOPE(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:434 +msgid "`Excel HLOOKUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:730 -msgid "`Excel SLOPE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:435 +msgid "INDEX(reference, row, column)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:731 -msgid "SMALL(data, n)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:436 +msgid "`Excel INDEX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:732 -msgid "`Excel SMALL article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:437 +msgid "INDIRECT(reference, [use_a1_notation])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:733 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1010 -msgid "SPEARMAN(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:438 +msgid "`Excel INDIRECT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:734 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1011 -msgid "Compute the Spearman rank correlation coefficient of a dataset (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:439 +msgid "LOOKUP(search_key, search_array, [result_range])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:735 -msgid "STDEV(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:440 +msgid "`Excel LOOKUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:736 -msgid "`Excel STDEV article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:441 +msgid "MATCH(search_key, range, [search_type])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:737 -msgid "STDEV.P(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:442 +msgid "`Excel MATCH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:738 -msgid "`Excel STDEV.P article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:443 +msgid "OFFSET(reference, rows, cols, [height], [width])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:739 -msgid "STDEV.S(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:444 +msgid "`Excel OFFSET article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:740 -msgid "`Excel STDEV.S article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:445 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:916 +msgid "PIVOT(pivot_id, [row_count], [include_total], [include_column_titles], [column_count])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:741 -msgid "STDEVA(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:446 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:917 +msgid "Get a pivot table (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:742 -msgid "`Excel STDEVA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:447 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:918 +msgid "PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:743 -msgid "STDEVP(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:448 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:919 +msgid "Get the header of a pivot table (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:744 -msgid "`Excel STDEVP article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:449 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:920 +msgid "PIVOT.VALUE(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:745 -msgid "STDEVPA(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:450 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:921 +msgid "Get the value from a pivot table (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:746 -msgid "`Excel STDEVPA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:451 +msgid "ROW([cell_reference])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:747 -msgid "STEYX(data_y, data_x)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:452 +msgid "`Excel ROW article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:748 -msgid "`Excel STEYX article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:453 +msgid "ROWS(range)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:749 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1012 -msgid "TREND(known_data_y, [known_data_x], [new_data_x], [b])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:454 +msgid "`Excel ROWS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:750 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1013 -msgid "Fits points to linear trend derived via least-squares (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:455 +msgid "VLOOKUP(search_key, range, index, [is_sorted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:751 -msgid "VAR(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:456 +msgid "`Excel VLOOKUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:752 -msgid "`Excel VAR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:457 +msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:753 -msgid "VAR.P(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:458 +msgid "`Excel XLOOKUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:754 -msgid "`Excel VAR.P article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:463 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:924 +msgid "Math" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:755 -msgid "VAR.S(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:471 +msgid "ABS(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:756 -msgid "`Excel VAR.S article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:472 +msgid "`Excel ABS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:757 -msgid "VARA(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:473 +msgid "ACOS(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:758 -msgid "`Excel VARA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:474 +msgid "`Excel ACOS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:759 -msgid "VARP(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:475 +msgid "ACOSH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:760 -msgid "`Excel VARP article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:476 +msgid "`Excel ACOSH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:761 -msgid "VARPA(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:477 +msgid "ACOT(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:762 -msgid "`Excel VARPA article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:478 +msgid "`Excel ACOT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:767 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1016 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:213 -#: ../../content/applications/productivity/whatsapp.rst:588 -msgid "Text" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:479 +msgid "ACOTH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:775 -msgid "CHAR(table_number)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:480 +msgid "`Excel ACOTH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:776 -msgid "`Excel CHAR article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:481 +msgid "ASIN(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:777 -msgid "CLEAN(text)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:482 +msgid "`Excel ASIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:778 -msgid "`Excel CLEAN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:483 +msgid "ASINH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:779 -msgid "CONCATENATE(string1, [string2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:484 +msgid "`Excel ASINH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:780 -msgid "`Excel CONCATENATE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:485 +msgid "ATAN(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:781 -msgid "EXACT(string1, string2)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:486 +msgid "`Excel ATAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:782 -msgid "`Excel EXACT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:487 +msgid "ATAN2(x, y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:783 -msgid "FIND(search_for, text_to_search, [starting_at])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:488 +msgid "`Excel ATAN2 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:784 -msgid "`Excel FIND article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:489 +msgid "ATANH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:785 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1024 -msgid "JOIN(delimiter, value_or_array1, [value_or_array2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:490 +msgid "`Excel ATANH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:786 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1025 -msgid "Concatenates elements of arrays with delimiter (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:491 +msgid "CEILING(value, [factor])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:787 -msgid "LEFT(text, [number_of_characters])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:492 +msgid "`Excel CEILING article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:788 -msgid "`Excel LEFT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:493 +msgid "CEILING.MATH(number, [significance], [mode])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:789 -msgid "LEN(text)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:494 +msgid "`Excel CEILING.MATH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:790 -msgid "`Excel LEN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:495 +msgid "CEILING.PRECISE(number, [significance])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:791 -msgid "LOWER(text)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:496 +msgid "`Excel CEILING.PRECISE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:792 -msgid "`Excel LOWER article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:497 +msgid "COS(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:793 -msgid "MID(text, starting_at, extract_length)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:498 +msgid "`Excel COS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:794 -msgid "`Excel MID article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:499 +msgid "COSH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:795 -msgid "PROPER(text_to_capitalize)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:500 +msgid "`Excel COSH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:796 -msgid "`Excel PROPER article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:501 +msgid "COT(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:797 -msgid "REPLACE(text, position, length, new_text)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:502 +msgid "`Excel COT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:798 -msgid "`Excel REPLACE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:503 +msgid "COTH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:799 -msgid "RIGHT(text, [number_of_characters])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:504 +msgid "`Excel COTH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:800 -msgid "`Excel RIGHT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:505 +msgid "COUNTBLANK(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:801 -msgid "SEARCH(search_for, text_to_search, [starting_at])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:506 +msgid "`Excel COUNTBLANK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:802 -msgid "`Excel SEARCH article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:507 +msgid "COUNTIF(range, criterion)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:803 -msgid "SPLIT(text, delimiter, [split_by_each], [remove_empty_text])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:508 +msgid "`Excel COUNTIF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:804 -msgid "`Excel TEXTSPLIT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:509 +msgid "COUNTIFS(criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:805 -msgid "SUBSTITUTE(text_to_search, search_for, replace_with, [occurrence_number])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:510 +msgid "`Excel COUNTIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:806 -msgid "`Excel SUBSTITUTE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:511 +msgid "CSC(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:807 -msgid "TEXT(number, format)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:512 +msgid "`Excel CSC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:808 -msgid "`Excel TEXT article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:513 +msgid "CSCH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:809 -msgid "TEXTJOIN(delimiter, ignore_empty, text1, [text2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:514 +msgid "`Excel CSCH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:810 -msgid "`Excel TEXTJOIN article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:515 +msgid "DECIMAL(value, base)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:811 -msgid "TRIM(text)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:516 +msgid "`Excel DECIMAL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:812 -msgid "`Excel TRIM article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:517 +msgid "DEGREES(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:813 -msgid "UPPER(text)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:518 +msgid "`Excel DEGREES article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:814 -msgid "`Excel UPPER article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:519 +msgid "EXP(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:815 -msgid "VALUE(text)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:520 +msgid "`Excel EXP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:816 -msgid "`Excel VALUE article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:521 +msgid "FLOOR(value, [factor])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:821 -msgid "Web" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:522 +msgid "`Excel FLOOR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:829 -msgid "HYPERLINK(url, [link_label])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:523 +msgid "FLOOR.MATH(number, [significance], [mode])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:830 -msgid "`Excel HYPERLINK article `_" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:524 +msgid "`Excel FLOOR.MATH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:835 -msgid "Odoo-specific functions" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:525 +msgid "FLOOR.PRECISE(number, [significance])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:837 -msgid "This section contains functions that interact directly with your Odoo database." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:526 +msgid "`Excel FLOOR.PRECISE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:893 -msgid "This function takes in two currency codes as arguments, and returns the exchange rate from -the first currency to the second as float (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:527 +msgid "INT(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:902 -msgid "ODOO.PARTNER.BALANCE(partner_ids, [account_codes], [date_range], [offset], [company_id], [include_unposted])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:528 +msgid "`Excel INT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:903 -msgid "Get the partner balance for the specified account(s) and period (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:529 +msgid "ISEVEN(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:904 -msgid "ODOO.RESIDUAL([account_codes], [date_range], [offset], [company_id], [include_unposted])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:530 +msgid "`Excel ISEVEN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:905 -msgid "Get the residual amount for the specified account(s) and period (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:531 +msgid "ISO.CEILING(number, [significance])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:932 -msgid "COUNTUNIQUE(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:532 +msgid "`Excel ISO.CEILING article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:933 -msgid "Counts number of unique values in a range (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:533 +msgid "ISODD(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:934 -msgid "COUNTUNIQUEIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:534 +msgid "`Excel ISODD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:935 -msgid "Counts number of unique values in a range, filtered by a set of criteria (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:535 +msgid "LN(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:938 -msgid "Misc" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:536 +msgid "`Excel LN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:946 -msgid "FORMAT.LARGE.NUMBER(value, [unit])" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:537 +msgid "LOG(value, [base])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:947 -msgid "Apply a large number format (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:538 +msgid "Get the logarithm of a number for a given base (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:948 -msgid "ODOO.LIST(list_id, index, field_name)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:539 +msgid "MOD(dividend, divisor)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:949 -msgid "Get the value from a list (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:540 +msgid "`Excel MOD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:950 -msgid "ODOO.LIST.HEADER(list_id, field_name)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:541 +msgid "MUNIT(dimension)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:951 -msgid "Get the header of a list (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:542 +msgid "`Excel MUNIT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:3 -msgid "Global filters" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:543 +msgid "ODD(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:5 -msgid "Global filters, represented by the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet, allow you to apply one or more filters to all the Odoo data that has been :doc:`inserted in that spreadsheet `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:544 +msgid "`Excel ODD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:9 -msgid "These filters are particularly useful for reports and dashboards as users can easily and dynamically customize the view to answer complex business questions spanning multiple data sources." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:545 +msgid "PI()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:13 -msgid "When a spreadsheet with global filters is added to a dashboard, the filters appear as dropdown menus at the top of the dashboard. In a spreadsheet, they appear in a pane to the right of the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:546 +msgid "`Excel PI article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "Global filters at the top of a dashboard" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:547 +msgid "POWER(base, exponent)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:20 -msgid "Three types of global filters are available:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:548 +msgid "`Excel POWER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:22 -msgid ":ref:`Date `: filters data based on a specific time range, with the options :guilabel:`Month / Quarter`, :guilabel:`Relative Period`, or :guilabel:`From / To`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:549 +msgid "PRODUCT(factor1, [factor2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:25 -msgid ":ref:`Relation `: filters data based on a relational field in a related model, e.g., by :guilabel:`Salesperson` with the *User* model set as the related model." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:550 +msgid "`Excel PRODUCT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:28 -msgid ":ref:`Text `: filters data based on a string of text or a range of predefined values, e.g., a product reference or barcode." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:551 +msgid "RAND()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:31 -msgid "Unlike the standard :icon:`fa-filter` :guilabel:`(Add filters)` spreadsheet function, which lets you sort and temporarily hide data, global filters act on the underlying :ref:`data sources `, filtering data *before* it is loaded into the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:552 +msgid "`Excel RAND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:35 -msgid "When a global filter is created, :ref:`field matching ` for each data source ensures the filter acts on the correct database :doc:`fields `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:553 +msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:40 -msgid "Global filters work by adding extra conditions to the domains of all the data sources in the spreadsheet. Therefore, if you intend to use global filters, do not use the same conditions when configuring the initial list, pivot table, or chart in your database." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:554 +msgid "`Excel RANDARRAY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:43 -msgid "Setting default values, where relevant, ensures that the spreadsheet or dashboard loads quickly and provides a useful initial view that can be further customized if needed. For example, a :guilabel:`Date` filter could be set to show data from the last 30 days by default." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:555 +msgid "RANDBETWEEN(low, high)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:50 -msgid "Field matching" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:556 +msgid "`Excel RANDBETWEEN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:53 -msgid "This process is crucial, as matching the wrong fields, or not setting matching fields at all, results in global filters that do not show the desired results." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:557 +msgid "ROUND(value, [places])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:56 -msgid "To function as intended, a global filter needs to act on the correct database fields. Consider a :guilabel:`Date` filter applied to sales data. As the *Sales Order* model contains several date fields, it is crucial to determine which field is relevant for the filter, e.g., the order date, the delivery date, the expected date, or the expiration date." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:558 +msgid "`Excel ROUND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:61 -msgid "When :ref:`creating a global filter `, the :guilabel:`Field matching` section of the :guilabel:`Filter properties` allows you to determine, for each :ref:`data source ` in the spreadsheet, which database field the filter should act on, or match with." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:559 +msgid "ROUNDDOWN(value, [places])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:66 -msgid "Field matching is further explained in the relevant sections on creating :ref:`Date `, :ref:`Relation `, and :ref:`Text ` global filters." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:560 +msgid "`Excel ROUNDDOWN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:74 -msgid "Create global filters" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:561 +msgid "ROUNDUP(value, [places])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:76 -msgid "Open the desired spreadsheet from the **Odoo Documents** app or via the **Odoo Dashboards** app if you are adding filters to a dashboard." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:562 +msgid "`Excel ROUNDUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:80 -msgid "To access the underlying spreadsheet of a dashboard, with the **Dashboards** app open, :ref:`activate developer mode `, then click the :icon:`fa-pencil` :guilabel:`(Edit)` icon that appears when hovering over the dashboard name." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:563 +msgid "SEC(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:84 -msgid "To add a new filter, click :icon:`os-global-filters` :guilabel:`Filters`, then, under :guilabel:`Add a new filter...` click :guilabel:`Date`, :guilabel:`Relation`, or :guilabel:`Text` as appropriate. The :guilabel:`Filter properties` pane opens." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:564 +msgid "`Excel SEC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:88 -msgid "When saving a global filter, if any required information is missing or if any information provided in the :ref:`Field matching ` section is not appropriate, an error is shown stating :guilabel:`Some required fields are not valid`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:565 +msgid "SECH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:98 -msgid "A :guilabel:`Date` filter can only match with a :ref:`Date ` or :ref:`Date & Time ` field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:566 +msgid "`Excel SECH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:101 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:171 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:220 -msgid "With the :guilabel:`Filter properties` pane open:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:567 +msgid "SEQUENCE(rows, [columns], [start], ][step])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:103 -msgid "Enter a name for the new date filter in the :guilabel:`Label` field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:568 +msgid "`Excel SEQUENCE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:104 -msgid "From the :guilabel:`Time range` dropdown menu, select one of the following:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:569 +msgid "SIN(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:106 -msgid ":guilabel:`Month / Quarter`: enables a dropdown menu of specific months and/or quarters and a year selector for the year. The values :guilabel:`Months` and :guilabel:`Quarters` are enabled by default. Disabling both of these values allows filtering by year only." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:570 +msgid "`Excel SIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:110 -msgid "To set a :guilabel:`Default value`, enable :guilabel:`Automatically filter on the current period` and choose whether to filter on the current :guilabel:`Month`, :guilabel:`Quarter` or :guilabel:`Year`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:571 +msgid "SINH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:114 -msgid ":guilabel:`Relative Period`: enables a dropdown menu of specific time ranges relative to the current date (e.g., :guilabel:`Year to Date`, :guilabel:`Last 7 Days`, :guilabel:`Last 30 Days`, etc.)." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:572 +msgid "`Excel SINH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:118 -msgid "To set a :guilabel:`Default value`, select one of the available values." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:573 +msgid "SQRT(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:120 -msgid ":guilabel:`From / To`: enables :guilabel:`Date from...` and :guilabel:`Date to...` date selection fields to define a specific time range (e.g., `06/05/2024` to `06/27/2024`)." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:574 +msgid "`Excel SQRT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:123 -msgid "In the :guilabel:`Field matching` section, for each data source, click below :guilabel:`Date field` and select the field the filter should match with." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:575 +msgid "SUM(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:126 -msgid "The :guilabel:`Period offset` feature enables comparisons to be made by shifting the time range by one or two periods in the past or future. By default, no period offset is set. The offsets available are: :guilabel:`Previous`, :guilabel:`Before previous`, :guilabel:`Next`, and :guilabel:`After next`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:576 +msgid "`Excel SUM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:133 -msgid "To compare data effectively using the :guilabel:`Period offset` feature, :ref:`duplicate the relevant inserted list ` or :ref:`pivot table `, then, when setting up field matching, set a period offset for the second data source but not the first." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:577 +msgid "SUMIF(criteria_range, criterion, [sum_range])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:138 -msgid "When applying the filter, the original list or pivot table shows data for the time range selected, while the second shows data for a period before or after that time range, as defined." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:578 +msgid "`Excel SUMIF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:142 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:191 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:229 -msgid "Click :guilabel:`Save`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:579 +msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:145 -msgid "In the example below, a :guilabel:`Date` global filter has been created to allow the pivot table and chart to show sales data per quarter. If only a year is selected, data is shown for the entire year." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:580 +msgid "`Excel SUMIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "A date filter to filter on quarter and year" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:581 +msgid "TAN(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:152 -msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Order Date` has been selected as the matching date field. A matching date field is not needed for *List #1* as we will not use this filter on the data source in question." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:582 +msgid "`Excel TAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "A date filter with the Order Date selected as the matching field" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:583 +msgid "TANH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:163 -msgid "Relation" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:584 +msgid "`Excel TANH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:166 -msgid "A :guilabel:`Relation` filter can only match with a :ref:`Many2One `, :ref:`One2Many `, or :ref:`Many2Many ` field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:585 +msgid "TRUNC(value, [places])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:173 -msgid "Enter a name for the new relation filter in the :guilabel:`Label` field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:586 +msgid "`Excel TRUNC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:175 -msgid "In the :guilabel:`Related model` field, start typing the model name to reveal a list of all models, then select the appropriate one. Once a model is selected, the :guilabel:`Default value` and :guilabel:`Possible values` fields appear, as well as the :guilabel:`Field matching` section." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:591 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:954 +msgid "Operators" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:180 -msgid "To set a :guilabel:`Default value`, select one of the available values; these are records from the model. If the related model is the *User* model, the option :guilabel:`Automatically filter on the current user` can be enabled." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:599 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:962 +msgid "ADD(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:184 -msgid "To limit the values that can be shown, enable :guilabel:`Restrict values with a domain`, then click :ref:`Edit domain ` to add or edit rules." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:600 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:963 +msgid "Sum of two numbers (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:187 -msgid "In the :guilabel:`Field matching` section, check if the correct matching field has been assigned for each data source. If this is not the case, click below the data source name to select the correct field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:601 +msgid "CONCAT(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:194 -msgid "In the example below, a :guilabel:`Relation` filter has been created to allow the pivot table and chart to show sales data related to selected salespeople only. The *User* model was set as the :guilabel:`Related model`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:602 +msgid "`Excel CONCAT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "Relation filter set on a pivot table" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:603 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:964 +msgid "DIVIDE(dividend, divisor)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:201 -msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Salesperson` was automatically assigned as the matching field for both the pivot table and the chart. A matching field is not needed for *List #1* as we will not use this filter on the data source in question." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:604 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:965 +msgid "One number divided by another (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "A relation filter with the User model configured" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:605 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:966 +msgid "EQ(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:216 -msgid "A :guilabel:`Text` filter can only match with a :ref:`Text (char) `, :ref:`Integer ` or :ref:`Decimal (float) ` field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:606 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:967 +msgid "Equal (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:222 -msgid "Enter a name for the new text filter in the :guilabel:`Label` field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:607 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:968 +msgid "GT(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:223 -msgid "Optionally, enable :guilabel:`Restrict values to a range`. Doing so allows you to input a spreadsheet range either by typing the range or selecting it from within the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:608 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:969 +msgid "Strictly greater than (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:225 -msgid "Optionally, enter a :guilabel:`Default value`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:609 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:970 +msgid "GTE(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:226 -msgid "In the :guilabel:`Field matching` section, for each data source click below the data source name and select the field the :guilabel:`Text` filter should match with." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:610 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:971 +msgid "Greater than or equal to (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:232 -msgid "In the example below, a :guilabel:`Text` global filter was created to allow the user to select a product from the :guilabel:`Product` filter and have both the pivot table and chart only show sales data related to that specific product." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:611 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:972 +msgid "LT(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:-1 -msgid "Global filters set on a pivot table" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:612 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:973 +msgid "Less than (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:239 -msgid "In the :guilabel:`Filter properties`, the :guilabel:`Possible values` of the filter were restricted to the range :guilabel:`'Products (List #1)'!A2:A34`. This corresponds to the range containing the :guilabel:`Display name` of the product on a list inserted in the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:613 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:974 +msgid "LTE(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:-1 -msgid "A text filter with a restricted range" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:614 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:975 +msgid "Less than or equal to (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:247 -msgid "With this configuration, the pivot table and chart can be filtered by product name by selecting one of the predefined values available in the text filter. In this case, :guilabel:`Furniture` has already been selected as the :guilabel:`Product category`, meaning that only products of this category can be selected as possible values." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:615 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:976 +msgid "MINUS(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:252 -msgid "Furthermore, if the values in the range have been retrieved dynamically from the database, as in this case, the text filter is also dynamic, i.e., will reflect changes made to those values." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:616 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:977 +msgid "Difference of two numbers (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:256 -msgid "Manage and use global filters" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:617 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:978 +msgid "MULTIPLY(factor1, factor2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:258 -msgid "Click the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet to access the global filters that have been created for that spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:618 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:979 +msgid "Product of two numbers (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:261 -msgid "It is possible to:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:619 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:980 +msgid "NE(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:263 -msgid "**Apply one or more global filters** by selecting appropriate values per filter, as relevant." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:620 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:981 +msgid "Not equal (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:266 -msgid "Reloading the browser will cause any global filters to reset to their initial state or default value, as relevant. To refresh data in an inserted list, pivot table, or chart without losing global filters that have been applied, click :menuselection:`Data -->` :icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:621 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:982 +msgid "POW(base, exponent)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:271 -msgid "**Change the order** of existing filters by hovering over a filter and using the :icon:`os-thin-drag-handle` :guilabel:`(drag handle)` icon to change the position." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:622 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:983 +msgid "A number raised to a power (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:273 -msgid "**Clear filter values** (whether default or selected values) by clicking the :icon:`fa-times` :guilabel:`(Clear)` icon next to the value in the filter." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:623 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:984 +msgid "UMINUS(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:275 -msgid "**Edit an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then editing as needed." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:624 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:985 +msgid "A number with the sign reversed (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:277 -msgid "**Delete an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then clicking :guilabel:`Remove`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:625 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:986 +msgid "UNARY.PERCENT(percentage)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:3 -msgid "Insert and link to Odoo data" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:626 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:987 +msgid "Value interpreted as a percentage (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:5 -msgid "Several elements from your Odoo database can be inserted into an Odoo spreadsheet, namely:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:627 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:988 +msgid "UPLUS(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:7 -msgid "lists, i.e., data from a :ref:`list view `" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:628 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:989 +msgid "A specified number, unchanged (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:8 -msgid "pivot tables, i.e., data from a :ref:`pivot view `" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:633 +msgid "Parser" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:9 -msgid "charts, i.e., data from a :ref:`graph view `" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:641 +msgid "CONVERT(number, from_unit, to_unit)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:11 -msgid "Each time a list, pivot table, or chart is inserted, a :ref:`data source ` is created. This data source connects the spreadsheet to your Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser page is reloaded, or data is manually refreshed by clicking :menuselection:`Data -->` :icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:642 +msgid "`Excel CONVERT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:17 -msgid ":ref:`Inserted lists ` and :ref:`inserted pivot tables ` use formulas with Odoo-specific :ref:`list functions ` and :ref:`pivot table functions ` to retrieve data from your database and can be further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts ` can be modified, but no data manipulation or computation is possible." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:647 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:992 +msgid "Statistical" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:25 -msgid "Lists, pivot tables, and charts from different apps and models can be inserted into the same spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:655 +msgid "AVEDEV(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:29 -msgid "If you intend to use :doc:`global filters ` to dynamically filter Odoo data in a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot table, or chart in your database." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:656 +msgid "`Excel AVEDEV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:33 -msgid "It is also possible to:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:657 +msgid "AVERAGE(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:35 -msgid ":ref:`add clickable links ` to Odoo menu items, to other sheets of the same spreadsheet, or to external URLs" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:658 +msgid "`Excel AVERAGE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:37 -msgid ":ref:`insert financial data ` from your Odoo database using Odoo-specific spreadsheet :doc:`functions `" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:659 +msgid "AVERAGEA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:39 -msgid "paste data from another Odoo spreadsheet, Excel spreadsheet, or Google Sheet directly into any Odoo spreadsheet" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:660 +msgid "`Excel AVERAGEA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:45 -msgid "Data sources" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:661 +msgid "AVERAGEIF(criteria_range, criterion, [average_range])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:47 -msgid "Data sources, which are created each time a :ref:`list `, :ref:`pivot table ` or :ref:`graph ` is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model <../../studio/models_modules_apps>` in your database, keeping the data in the spreadsheet up-to-date." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:662 +msgid "`Excel AVERAGEIF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:53 -msgid "Each data source is defined by properties that can be accessed via the :guilabel:`Data` menu. Data sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, :icon:`oi-view-list` :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:663 +msgid "AVERAGEIFS(average_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:-1 -msgid "Data sources listed in Data menu" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:664 +msgid "`Excel AVERAGEIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:61 -msgid "Clicking on a data source opens the related properties in a pane on the right of the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:665 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1000 +msgid "AVERAGE.WEIGHTED(values, weights, [additional_values, ...], [additional_weights, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:64 -msgid "The properties pane can also be opened by right-clicking any cell of an inserted list or pivot table, then clicking :icon:`oi-view-list` :guilabel:`See list properties` or :icon:`oi-view-pivot` :guilabel:`See pivot properties`, or by clicking the :icon:`fa-bars` :guilabel:`(menu)` icon at the top right of an inserted chart, then clicking :icon:`fa-pencil-square-o` :guilabel:`Edit`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:666 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1001 +msgid "Weighted average (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:69 -msgid "Once the properties of a specific data source are open, they remain open even when navigating between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times` :guilabel:`(close)` icon at the top right of the pane." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:667 +msgid "CORREL(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:74 -msgid "Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does not delete the underlying data source. The data source of an inserted list or pivot table can only be deleted via the data source's properties." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:668 +msgid "`Excel CORREL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:78 -msgid "A warning in the :guilabel:`Data` menu identifies any data sources for which the corresponding list or pivot table no longer appears in the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:669 +msgid "COUNT(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:-1 -msgid "Warning message about unused list" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:670 +msgid "`Excel COUNT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:84 -msgid "Deleting an inserted chart, on the other hand, also deletes the underlying data source." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:671 +msgid "COUNTA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:89 -msgid "Insert a list" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:672 +msgid "`Excel COUNTA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:92 -msgid "Before inserting a list in a spreadsheet, ensure the list is tailored to your needs. Consider which fields should be visible as well as how the records are filtered and/or sorted. This can impact both the loading time and the user-friendliness of your spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:673 +msgid "COVAR(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:96 -msgid "To insert a list:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:674 +msgid "`Excel COVAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:98 -msgid "With the relevant list view open in your database, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Spreadsheet -->` :icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:675 +msgid "COVARIANCE.P(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:103 -msgid "To insert only specific records, select the relevant records, click the :icon:`fa-cog` :guilabel:`Actions` button that appears at the top center of the screen, then :icon:`oi-view-list` :guilabel:`Insert in spreadsheet`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:676 +msgid "`Excel COVARIANCE.P article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:107 -msgid "In the window that opens, edit the :guilabel:`Name of the list` if needed." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:677 +msgid "COVARIANCE.S(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:109 -msgid "The list name is used in the sheet name and in the :ref:`list properties `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:678 +msgid "`Excel COVARIANCE.S article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Inserting a list in a spreadsheet" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:679 +msgid "FORECAST(x, data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:115 -msgid "Edit the number of records, i.e., rows, to be inserted if needed." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:680 +msgid "`Excel FORECAST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:117 -msgid "By default, the number shown is the number of records visible on the first page of the list. For example, if the list contains 150 records but only 80 are visible, this field will show 80." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:681 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1002 +msgid "GROWTH(known_data_y, [known_data_x], [new_data_x], [b])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:121 -msgid "While the data in your list is kept up to date thanks to the connection to your database, an inserted list will not automatically expand to accommodate new records, e.g., a new product category or a new salesperson." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:682 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1003 +msgid "Fits points to exponential growth trend (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:125 -msgid "If you anticipate new records being added, consider adding extra rows when inserting the list. Records/rows can also be :ref:`added manually ` after the spreadsheet has been inserted." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:683 +msgid "INTERCEPT(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:130 -msgid "Your company currently has ten product categories and you insert this list in a spreadsheet. If an 11th product category is created and your inserted list only had ten rows, the new category will be inserted in the appropriate position in the spreadsheet, thereby removing an existing category." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:684 +msgid "`Excel INTERCEPT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:135 -msgid "One way to avoid this is to :ref:`add extra rows ` when inserting the list." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:685 +msgid "LARGE(data, n)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:138 -msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the list should be inserted." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:686 +msgid "`Excel LARGE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:142 -#: ../../content/applications/productivity/spreadsheet/insert.rst:371 -#: ../../content/applications/productivity/spreadsheet/insert.rst:548 -msgid "New spreadsheets are saved in the **Odoo Documents** app in either the :icon:`fa-hdd-o` :guilabel:`My Drive` personal workspace or, if :ref:`file centralization ` has been enabled for spreadsheets, in the :guilabel:`Spreadsheet` workspace." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:687 +msgid "LINEST(data_y, [data_x], [calculate_b], [verbose])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:147 -#: ../../content/applications/productivity/spreadsheet/insert.rst:376 -#: ../../content/applications/productivity/spreadsheet/insert.rst:553 -#: ../../content/applications/productivity/spreadsheet/insert.rst:776 -msgid "Click :guilabel:`Confirm`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:688 +msgid "`Excel LINEST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:149 -msgid "The list is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. A pane on the right side of the screen shows the :ref:`list properties `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:689 +msgid "LOGEST(data_y, [data_x], [calculate_b], [verbose])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:154 -msgid "To view an individual record of an inserted list, right-click on any cell of the relevant row, then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name of the spreadsheet in the breadcrumbs at the top of the page." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:690 +msgid "`Excel LOGEST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:157 -msgid "To sever the link between an inserted list and your database, select the entire list, right-click and select :icon:`fa-clone` :guilabel:`Copy` then right-click again and select :menuselection:`Paste special --> Paste as value`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:691 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1004 +msgid "MATTHEWS(data_x, data_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:160 -msgid "Do not modify the list ID in the sheet name, as the inserted list retains this ID for the lifetime of the spreadsheet. This list ID is used in the :ref:`spreadsheet functions ` that retrieve data from your database." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:692 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1005 +msgid "Compute the Matthews correlation coefficient of a dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:167 -msgid "List functions" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:693 +msgid "MAX(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:169 -msgid "When a list is inserted into a spreadsheet, the following :doc:`functions ` are used to retrieve the header and field values, respectively:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:694 +msgid "`Excel MAX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:179 -msgid "`list_id`: the ID assigned when the list is inserted. The first list inserted into a spreadsheet is assigned list ID `1`, the second, list ID `2`, etc." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:695 +msgid "MAXA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:181 -msgid "`index`: identifies the line on which the record appeared in the list before insertion. The first line has an index of `1`, the second an index of `2`, etc." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:696 +msgid "`Excel MAXA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:183 -msgid "`field_name`: the technical name of the field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:697 +msgid "MAXIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:186 -msgid "Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve list headers and values." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:698 +msgid "`Excel MAXIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Viewing formulas of spreadsheet cells" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:699 +msgid "MEDIAN(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:197 -msgid "List properties" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:700 +msgid "`Excel MEDIAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:199 -msgid "The list properties appear on the right side of the screen when a list is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant list, as prefaced by the :icon:`oi-view-list` :guilabel:`(list)` icon, or by right-clicking anywhere on the list and clicking :icon:`oi-view-list` :guilabel:`See list properties`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:701 +msgid "MIN(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:204 -msgid "The following list properties are shown, some of which can be edited:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:702 +msgid "`Excel MIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:206 -msgid ":guilabel:`List #`: the list ID. List IDs are assigned sequentially as additional lists are inserted into the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:703 +msgid "MINA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:208 -msgid ":guilabel:`List Name`: the name of the list. Edit this if needed. Note that editing the list name in the list properties does not modify the list name shown in the sheet name, and vice versa." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:704 +msgid "`Excel MINA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:210 -#: ../../content/applications/productivity/spreadsheet/insert.rst:446 -msgid ":guilabel:`Model`: the model from which the data has been extracted." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:705 +msgid "MINIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:211 -msgid ":guilabel:`Columns`: the fields of the model that were visible when the list was inserted." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:706 +msgid "`Excel MINIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:212 -#: ../../content/applications/productivity/spreadsheet/insert.rst:462 -#: ../../content/applications/productivity/spreadsheet/insert.rst:702 -msgid ":guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain ` to add or edit rules." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:707 +msgid "PEARSON(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:216 -#: ../../content/applications/productivity/spreadsheet/insert.rst:466 -msgid "When :doc:`global filters ` are used, this domain is combined with the selected values of the global filter before the data is loaded into the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:708 +msgid "`Excel PEARSON article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:219 -msgid ":guilabel:`Sorting`: how the data is sorted, if applicable. To add a sorting rule, click :guilabel:`Add`, select the field, then choose whether sorting should be :guilabel:`Ascending` or :guilabel:`Descending`. Delete a sorting rule by clicking the :icon:`fa-times` :guilabel:`(delete)` icon." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:709 +msgid "PERCENTILE(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:224 -msgid "To :ref:`duplicate ` or :ref:`delete ` a list's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete` as relevant." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:710 +msgid "`Excel PERCENTILE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:232 -msgid "Manage an inserted list" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:711 +msgid "PERCENTILE.EXC(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:234 -msgid "Once a list from an Odoo database has been inserted into an Odoo spreadsheet, you can:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:712 +msgid "`Excel PERCENTILE.EXC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:236 -msgid ":ref:`add records `, i.e., rows" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:713 +msgid "PERCENTILE.INC(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:237 -msgid ":ref:`add fields `, i.e., columns" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:714 +msgid "`Excel PERCENTILE.INC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:238 -msgid ":ref:`duplicate the list ` to create a new, identical data source" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:715 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1006 +msgid "POLYFIT.COEFFS(data_y, data_x, order, [intercept])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:240 -msgid ":ref:`delete the list and its underlying data source `" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:716 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1007 +msgid "Compute the coefficients of polynomial regression of the dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:245 -msgid "Add records/rows to a list" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:717 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1008 +msgid "POLYFIT.FORECAST(x, data_y, data_x, order, [intercept])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:247 -msgid "To add records to a list, use one of the following methods:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:718 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1009 +msgid "Predict value by computing a polynomial regression of the dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:249 -msgid "Select the last row of the table, then hover over the blue square until the plus icon appears. Click and drag down to add the desired number of rows. The cells of the new rows are populated with the :ref:`appropriate formula ` to retrieve the list values. If there is corresponding data in your database, the cells are populated." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:719 +msgid "QUARTILE(data, quartile_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Add records by dragging the cell down" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:720 +msgid "`Excel QUARTILE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:257 -msgid "Position your cursor in the top left cell of the sheet, click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list. In the pop-up window, indicate the number of records to insert and click :guilabel:`Confirm`. An updated list is inserted, overwriting the previous list." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:721 +msgid "QUARTILE.EXC(data, quartile_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:263 -msgid "The above methods can also be used to add additional blank rows to your spreadsheet table. This may be useful for lists where you expect additional records to be generated in your database, e.g., new product categories or new salespersons." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:722 +msgid "`Excel QUARTILE.EXC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:270 -msgid "Add fields/columns to a list" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:723 +msgid "QUARTILE.INC(data, quartile_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:272 -msgid "To add fields/columns to a list:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:724 +msgid "`Excel QUARTILE.INC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:274 -msgid "Select the column to the right or left of where the new column should be inserted." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:725 +msgid "RANK(value, data, [is_ascending])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:275 -msgid "Click :menuselection:`Insert -->` :icon:`os-insert-col` :menuselection:`Insert column` then :icon:`os-insert-col-before` :menuselection:`Column left` or :icon:`os-insert-col-after` :menuselection:`Column right` from the menu bar, or right-click then :icon:`os-insert-col-before` :guilabel:`Insert column left` or :icon:`os-insert-col-after` :guilabel:`Insert column right` as appropriate." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:726 +msgid "`Excel RANK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:280 -msgid "Copy the header cell of any column, paste it into the header cell of the new column, and press `Enter`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:727 +msgid "RSQ(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:282 -msgid "Double-click the new header cell then click on the field name that appears in quotation marks at the end of the formula; a list of all the technical names of the fields of the related model appears." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:728 +msgid "`Excel RSQ article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Add fields/columns by editing the formula" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:729 +msgid "SLOPE(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:289 -msgid "Select the appropriate field name and press `Enter`. The field's label appears in the header." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:730 +msgid "`Excel SLOPE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:292 -msgid "To know a field's technical name, navigate to the relevant view, :ref:`activate developer mode `, then check the field name by hovering over the question mark beside a field's label." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:731 +msgid "SMALL(data, n)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:296 -msgid "With the header cell selected, double-click on the blue square in the bottom-right corner. The cells of the column are populated with the appropriate formula to retrieve the list values. If there is corresponding data in your database, the cells are populated." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:732 +msgid "`Excel SMALL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:303 -msgid "Duplicate a list" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:733 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1010 +msgid "SPEARMAN(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:305 -msgid "Duplicating a list via the list's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:734 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1011 +msgid "Compute the Spearman rank correlation coefficient of a dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:308 -msgid "With the :ref:`list properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:735 +msgid "STDEV(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:311 -msgid "The new data source is assigned the next available list ID. For example, if no other lists have been inserted in the meantime, duplicating *List #1* results in the creation of *List #2*." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:736 +msgid "`Excel STDEV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:314 -msgid "Unlike when you insert a list, a duplicated list is not automatically inserted into the spreadsheet. To insert it, perform the following steps:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:737 +msgid "STDEV.P(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:317 -msgid "Add a new sheet by clicking the :icon:`os-plus` :guilabel:`(add sheet)` icon at the bottom left of the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:738 +msgid "`Excel STDEV.P article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:319 -msgid "Click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:739 +msgid "STDEV.S(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:321 -msgid "Define the number of records to insert and click :guilabel:`Confirm`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:740 +msgid "`Excel STDEV.S article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:322 -msgid "Edit the :guilabel:`List Name` in the properties pane if needed." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:741 +msgid "STDEVA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:323 -msgid "Rename the sheet by right-clicking on the sheet tab, selecting :guilabel:`Rename`, and entering the new sheet name." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:742 +msgid "`Excel STDEVA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:327 -msgid "Duplicating an inserted list by copying and pasting it or by duplicating the sheet into which it has been inserted does not create a new data source. Any changes made to the list's properties would therefore impact any copies of the list." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:743 +msgid "STDEVP(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:334 -msgid "Delete a list" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:744 +msgid "`Excel STDEVP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:336 -msgid "To fully delete a list and the underlying data source from a spreadsheet, perform the following steps in any order:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:745 +msgid "STDEVPA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:339 -#: ../../content/applications/productivity/spreadsheet/insert.rst:528 -msgid "Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet. This deletes the visual representation of the data." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:746 +msgid "`Excel STDEVPA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:341 -msgid "From the :ref:`properties pane ` of the relevant list, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the list from the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:747 +msgid "STEYX(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:348 -msgid "Insert a pivot table" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:748 +msgid "`Excel STEYX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:351 -msgid "Converting an inserted pivot table to a :doc:`dynamic pivot table ` allows you to add, remove, and manipulate dimensions (i.e., columns and rows) and measures. It is therefore possible to insert a basic pivot table with minimal configuration, convert it to a dynamic pivot table, then refine it directly in the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:749 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1012 +msgid "TREND(known_data_y, [known_data_x], [new_data_x], [b])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:356 -msgid "To insert a pivot table:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:750 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1013 +msgid "Fits points to linear trend derived via least-squares (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:358 -msgid "With the relevant pivot view open in your database, click :guilabel:`Insert in Spreadsheet`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:751 +msgid "VAR(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:359 -msgid "In the window that opens, edit the :guilabel:`Name of the pivot` if needed." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:752 +msgid "`Excel VAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:361 -msgid "This name is used in the sheet name and in the :ref:`pivot table properties `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:753 +msgid "VAR.P(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Inserting a pivot table in a spreadsheet" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:754 +msgid "`Excel VAR.P article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:367 -msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the pivot table should be inserted." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:755 +msgid "VAR.S(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:378 -msgid "The pivot table is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the pivot table followed by the pivot table ID, e.g., *Sales Analysis by Sales Team (Pivot #1)*. A pane on the right side of the screen shows the :ref:`pivot table properties `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:756 +msgid "`Excel VAR.S article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:384 -msgid "To view the records referenced by an individual cell of a pivot table, right-click on the cell, then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name of the spreadsheet in the breadcrumbs at the top of the page." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:757 +msgid "VARA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:387 -msgid "To sever the link between an inserted pivot table and your database, select the entire pivot table, right-click and select :icon:`fa-clone` :guilabel:`Copy`, then right-click again and select :menuselection:`Paste special --> Paste as value`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:758 +msgid "`Excel VARA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:390 -msgid "Do not modify the pivot table ID in the sheet name, as the inserted pivot table retains this ID for the lifetime of the spreadsheet. This pivot table ID is used in the :ref:`spreadsheet functions ` that retrieve data from your database." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:759 +msgid "VARP(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:398 -msgid "Pivot table functions" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:760 +msgid "`Excel VARP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:400 -msgid "An inserted pivot table that has not been converted to a :doc:`dynamic pivot table ` uses the following :doc:`functions ` to retrieve the header and field values, respectively:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:761 +msgid "VARPA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:409 -msgid "The arguments of the functions are as follows:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:762 +msgid "`Excel VARPA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:413 -msgid "`measure_name`: the technical name of what is being measured, followed by the type of aggregation, e.g., `product_uom_qty:sum`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:767 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1016 +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:213 +#: ../../content/applications/productivity/whatsapp.rst:588 +msgid "Text" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:415 -msgid "`domain_field_name`: the technical name of the field used as a dimension, e.g., `user_id`, or, if the dimension is a time period, the technical name of the date field, followed by the time period, e.g., `date_order:month`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:775 +msgid "CHAR(table_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:418 -msgid "`domain_value`: the ID of the record, or, if the dimension is a time period, the date or time period targeted." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:776 +msgid "`Excel CHAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:422 -msgid "Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve headers and values of a static pivot table." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:777 +msgid "CLEAN(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Functions of a static pivot table" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:778 +msgid "`Excel CLEAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:433 -msgid "Pivot table properties" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:779 +msgid "CONCATENATE(string1, [string2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:435 -msgid "The pivot table properties appear on the right side of the screen when a pivot table is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant pivot table, as prefaced by the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon, or by right-clicking anywhere on the pivot table and clicking :icon:`oi-view-pivot` :guilabel:`See pivot properties`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:780 +msgid "`Excel CONCATENATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:440 -msgid "The following pivot table properties are shown, some of which can be edited:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:781 +msgid "EXACT(string1, string2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:442 -msgid ":guilabel:`Pivot #`: the pivot table ID. Pivot table IDs are assigned sequentially as additional pivot tables are inserted in the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:782 +msgid "`Excel EXACT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:444 -msgid ":guilabel:`Name`: the name of the pivot table. Edit this if needed. Note that editing the name in the pivot table properties does not modify the name shown in the sheet name, and vice versa." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:783 +msgid "FIND(search_for, text_to_search, [starting_at])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:447 -msgid ":guilabel:`Columns` and :guilabel:`Rows`: dimensions you are using to categorize or group data from the model." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:784 +msgid "`Excel FIND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:449 -msgid ":guilabel:`Measures`: what you are measuring, or analyzing, based on the dimensions you have chosen." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:785 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1024 +msgid "JOIN(delimiter, value_or_array1, [value_or_array2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:453 -msgid "If you attempt to make changes to the columns, rows, or measures of a pivot table that has just been inserted into a spreadsheet, an error appears at the top right of the screen." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:786 +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:1025 +msgid "Concatenates elements of arrays with delimiter (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:459 -msgid "To be able to manipulate a pivot table's properties, convert a static pivot table to a :ref:`dynamic pivot table `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:787 +msgid "LEFT(text, [number_of_characters])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:469 -msgid "To :ref:`duplicate ` or :ref:`delete ` a pivot table's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-copy` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:788 +msgid "`Excel LEFT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:477 -msgid "Manage an inserted pivot table" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:789 +msgid "LEN(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:479 -msgid "Once a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:790 +msgid "`Excel LEN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:481 -msgid ":ref:`convert it to a dynamic pivot table ` to be able to manipulate the dimensions and measures" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:791 +msgid "LOWER(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:483 -msgid ":ref:`duplicate the pivot table ` to create a new, identical data source" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:792 +msgid "`Excel LOWER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:485 -msgid ":ref:`delete the pivot table and its underlying data source `" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:793 +msgid "MID(text, starting_at, extract_length)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:491 -msgid "Duplicate a pivot table" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:794 +msgid "`Excel MID article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:493 -msgid "Duplicating a pivot table via the pivot table's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:795 +msgid "PROPER(text_to_capitalize)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:496 -msgid "For example, you can see the same data aggregated by different dimensions or use :doc:`global filters ` to offset the date and create pivot tables that compare the current period's data with a previous period." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:796 +msgid "`Excel PROPER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:500 -msgid "To duplicate a pivot table, perform the following steps:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:797 +msgid "REPLACE(text, position, length, new_text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:502 -msgid "With the :ref:`pivot table properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:798 +msgid "`Excel REPLACE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:505 -msgid "The duplicated pivot table is automatically inserted into a new sheet in the spreadsheet, with the pivot table properties open in the right pane." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:799 +msgid "RIGHT(text, [number_of_characters])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:507 -msgid "Edit the :guilabel:`Name` in the properties pane and the sheet tab if needed." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:800 +msgid "`Excel RIGHT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:509 -msgid "The new data source is assigned the next available pivot table ID. For example, if no other pivot tables have been inserted in the meantime, duplicating *Pivot #1* results in the creation of *Pivot #2*." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:801 +msgid "SEARCH(search_for, text_to_search, [starting_at])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:514 -msgid "Duplicating an inserted pivot table by copying and pasting it or by duplicating the sheet does not create a new data source. Any changes made to the pivot table's properties would therefore impact any copies of the pivot table." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:802 +msgid "`Excel SEARCH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:517 -msgid "When a pivot table is duplicated, the new pivot table is by default a :doc:`dynamic pivot table `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:803 +msgid "SPLIT(text, delimiter, [split_by_each], [remove_empty_text])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:523 -msgid "Delete a pivot table" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:804 +msgid "`Excel TEXTSPLIT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:525 -msgid "To fully delete a pivot table and the underlying data source from a spreadsheet, perform the following steps in any order:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:805 +msgid "SUBSTITUTE(text_to_search, search_for, replace_with, [occurrence_number])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:530 -msgid "From the :ref:`properties pane ` of the relevant pivot table, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the pivot table." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:806 +msgid "`Excel SUBSTITUTE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:537 -msgid "Insert a chart" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:807 +msgid "TEXT(number, format)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:539 -msgid "To insert a chart from an Odoo database into an Odoo spreadsheet:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:808 +msgid "`Excel TEXT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:541 -msgid "With the relevant graph view open in your database, click :guilabel:`Insert in Spreadsheet`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:809 +msgid "TEXTJOIN(delimiter, ignore_empty, text1, [text2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:542 -msgid "In the window that opens, edit the :guilabel:`Name of the graph` if needed." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:810 +msgid "`Excel TEXTJOIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:544 -msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the chart should be inserted." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:811 +msgid "TRIM(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:555 -msgid "Charts are inserted on the first sheet of the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:812 +msgid "`Excel TRIM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:558 -msgid "Clicking on a data point in a chart opens the relevant list view in the database. In the example, clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that match the domain of the chart." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:813 +msgid "UPPER(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "A clickable link to an Odoo menu plus clickable data point" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:814 +msgid "`Excel UPPER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:568 -msgid "Chart properties" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:815 +msgid "VALUE(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:570 -msgid "When you insert a chart into a spreadsheet, the chart properties appear on the right side of the screen. Access these at any time via the :guilabel:`Data` menu by clicking the relevant chart, as prefaced by the :icon:`fa-bar-chart` :guilabel:`(chart)` icon. Alternatively, hover over the chart then click the :icon:`fa-bars` :guilabel:`(menu)` icon and click :icon:`fa-pencil-square-o` :guilabel:`Edit`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:816 +msgid "`Excel VALUE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:576 -msgid "In the chart properties, the :icon:`fa-sliders` :guilabel:`Configuration` and :icon:`fa-paint-brush` :guilabel:`Design` tabs let you modify various elements of the chart." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:821 +msgid "Web" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:582 -msgid "The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sections:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:829 +msgid "HYPERLINK(url, [link_label])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:584 -msgid ":guilabel:`Chart type`: the type of chart. By default, this indicates the type of chart you selected in the graph view in the database before inserting the chart in the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:830 +msgid "`Excel HYPERLINK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:587 -msgid "After a chart has been inserted, more chart types are available. Click the dropdown menu to select the most appropriate chart type for the data." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:835 +msgid "Odoo-specific functions" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:592 -msgid "Line" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:837 +msgid "This section contains functions that interact directly with your Odoo database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Line chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:893 +msgid "This function takes in two currency codes as arguments, and returns the exchange rate from -the first currency to the second as float (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:597 -msgid ":guilabel:`Line`: best for showing trends or changes over time, such as sales growth across months or temperature variations." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:902 +msgid "ODOO.PARTNER.BALANCE(partner_ids, [account_codes], [date_range], [offset], [company_id], [include_unposted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Stacked line chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:903 +msgid "Get the partner balance for the specified account(s) and period (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:603 -msgid ":guilabel:`Stacked Line`: useful for visualizing cumulative trends where multiple series contribute to a total, like revenue by department over time." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:904 +msgid "ODOO.RESIDUAL([account_codes], [date_range], [offset], [company_id], [include_unposted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:606 -msgid "Column" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:905 +msgid "Get the residual amount for the specified account(s) and period (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Column chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:932 +msgid "COUNTUNIQUE(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:611 -msgid ":guilabel:`Column`: ideal for comparing values across discrete categories, such as sales per product or revenue by region." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:933 +msgid "Counts number of unique values in a range (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Stacked column chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:934 +msgid "COUNTUNIQUEIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:617 -msgid ":guilabel:`Stacked Column`: displays part-to-whole relationships within categories, such as regional contributions to total sales." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:935 +msgid "Counts number of unique values in a range, filtered by a set of criteria (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:620 -msgid "Area" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:938 +msgid "Misc" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Area chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:946 +msgid "FORMAT.LARGE.NUMBER(value, [unit])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:625 -msgid ":guilabel:`Area`: similar to a line chart but fills the area beneath the lines to emphasize magnitude, perfect for cumulative metrics over time." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:947 +msgid "Apply a large number format (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Stacked area chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:948 +msgid "ODOO.LIST(list_id, index, field_name)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:631 -msgid ":guilabel:`Stacked Area`: visualizes the composition of changes over time, such as market share by product category." +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:949 +msgid "Get the value from a list (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:634 -msgid "Pie" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:950 +msgid "ODOO.LIST.HEADER(list_id, field_name)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Pie chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/functions.rst:951 +msgid "Get the header of a list (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:639 -msgid ":guilabel:`Pie`: best for showing proportions or percentages of a whole, such as market share or budget allocation." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:3 +msgid "Global filters" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:642 -msgid "Other" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:5 +msgid "Global filters, represented by the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet, allow you to apply one or more filters to all the Odoo data that has been :doc:`inserted in that spreadsheet <../insert>`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:644 -msgid "When creating a chart from spreadsheet data, rather than inserting one from a graph view, the following chart types are also available:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:9 +msgid "These filters are particularly useful for reports and dashboards as users can easily and dynamically customize the view to answer complex business questions spanning multiple data sources." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Combo chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:13 +msgid "When a spreadsheet with global filters is added to a dashboard, the filters appear as dropdown menus at the top of the dashboard. In a spreadsheet, they appear in a pane to the right of the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:650 -msgid ":guilabel:`Combo`: combines multiple chart types (e.g., bars and lines) to compare different data types or highlight key metrics alongside trends." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0 +msgid "Global filters at the top of a dashboard" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Bar chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:20 +msgid "Three types of global filters are available:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:656 -msgid ":guilabel:`Bar`: similar to a column chart but horizontal, making it better for comparing long category names or datasets." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:22 +msgid ":ref:`Date `: filters data based on a specific time range, with the options :guilabel:`Month / Quarter`, :guilabel:`Relative Period`, or :guilabel:`From / To`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Stacked bar chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:25 +msgid ":ref:`Relation `: filters data based on a relational field in a related model, e.g., by :guilabel:`Salesperson` with the *User* model set as the related model." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:662 -msgid ":guilabel:`Stacked Bar`: highlights cumulative contributions across categories, often used in demographic or resource allocation analysis." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:28 +msgid ":ref:`Text `: filters data based on a string of text or a range of predefined values, e.g., a product reference or barcode." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Doughnut chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:31 +msgid "Unlike the standard :icon:`fa-filter` :guilabel:`(Add filters)` spreadsheet function, which lets you sort and temporarily hide data, global filters act on the underlying :ref:`data sources `, filtering data *before* it is loaded into the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:668 -msgid ":guilabel:`Doughnut`: A variation of the pie chart with a hollow center, offering similar use cases but with a modern aesthetic." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:35 +msgid "When a global filter is created, :ref:`field matching ` for each data source ensures the filter acts on the correct database :doc:`fields `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Scatter chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:40 +msgid "Global filters work by adding extra conditions to the domains of all the data sources in the spreadsheet. Therefore, if you intend to use global filters, do not use the same conditions when configuring the initial list, pivot table, or chart in your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:674 -msgid ":guilabel:`Scatter`: ideal for analyzing relationships or correlations between two numerical variables, such as price vs. quantity sold." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:43 +msgid "Setting default values, where relevant, ensures that the spreadsheet or dashboard loads quickly and provides a useful initial view that can be further customized if needed. For example, a :guilabel:`Date` filter could be set to show data from the last 30 days by default." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Gauge chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:50 +msgid "Field matching" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:680 -msgid ":guilabel:`Gauge`: displays progress toward a goal or a single key metric, such as performance against a target." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:53 +msgid "This process is crucial, as matching the wrong fields, or not setting matching fields at all, results in global filters that do not show the desired results." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Scorecard icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:56 +msgid "To function as intended, a global filter needs to act on the correct database fields. Consider a :guilabel:`Date` filter applied to sales data. As the *Sales Order* model contains several date fields, it is crucial to determine which field is relevant for the filter, e.g., the order date, the delivery date, the expected date, or the expiration date." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:686 -msgid ":guilabel:`Scorecard`: used to summarize key performance indicators (KPIs) in a compact format, such as total sales or conversion rates, and compare to a baseline or a previous value." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:61 +msgid "When :ref:`creating a global filter `, the :guilabel:`Field matching` section of the :guilabel:`Filter properties` allows you to determine, for each :ref:`data source ` in the spreadsheet, which database field the filter should act on, or match with." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Waterfall chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:66 +msgid "Field matching is further explained in the relevant sections on creating :ref:`Date `, :ref:`Relation `, and :ref:`Text ` global filters." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:693 -msgid ":guilabel:`Waterfall`: ideal for visualizing cumulative effects of sequential positive and negative values, such as profit/loss analysis." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:74 +msgid "Create global filters" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Population pyramid chart icon" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:76 +msgid "Open the desired spreadsheet from the **Odoo Documents** app or via the **Odoo Dashboards** app if you are adding filters to a dashboard." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:699 -msgid ":guilabel:`Population Pyramid`: a specialized chart for comparing distributions, often used in demographics, such as age and gender group analysis." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:80 +msgid "To access the underlying spreadsheet of a dashboard, with the **Dashboards** app open, :ref:`activate developer mode `, then click the :icon:`fa-pencil` :guilabel:`(Edit)` icon that appears when hovering over the dashboard name." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:704 -msgid ":guilabel:`Link to Odoo menu`: to add a :ref:`clickable link ` from a chart to an Odoo menu item, i.e., a specific view of a model." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:84 +msgid "To add a new filter, click :icon:`os-global-filters` :guilabel:`Filters`, then, under :guilabel:`Add a new filter...` click :guilabel:`Date`, :guilabel:`Relation`, or :guilabel:`Text` as appropriate. The :guilabel:`Filter properties` pane opens." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:708 -msgid "Design" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:88 +msgid "When saving a global filter, if any required information is missing or if any information provided in the :ref:`Field matching ` section is not appropriate, an error is shown stating :guilabel:`Some required fields are not valid`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:710 -msgid "Depending on the chart type, the :icon:`fa-paint-brush` :guilabel:`Design` tab has one or more sections." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:98 +msgid "A :guilabel:`Date` filter can only match with a :ref:`Date ` or :ref:`Date & Time ` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:713 -msgid "The :guilabel:`General` section lets you modify the following elements:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:101 +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:171 +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:220 +msgid "With the :guilabel:`Filter properties` pane open:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:715 -msgid ":guilabel:`Background color`: Add or change the background color by clicking on the color dot. Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom color." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:103 +msgid "Enter a name for the new date filter in the :guilabel:`Label` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:718 -msgid ":guilabel:`Chart title`: Edit the chart title, if needed. The font formatting, horizontal alignment and color of the title can be modified using the editor." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:104 +msgid "From the :guilabel:`Time range` dropdown menu, select one of the following:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:720 -msgid ":guilabel:`Vertical axis position`: Choose whether the vertical axis is placed on the left or right in line, column, and area charts." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:106 +msgid ":guilabel:`Month / Quarter`: enables a dropdown menu of specific months and/or quarters and a year selector for the year. The values :guilabel:`Months` and :guilabel:`Quarters` are enabled by default. Disabling both of these values allows filtering by year only." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:722 -msgid ":guilabel:`Legend position`: Change the position of the legend or opt to have no legend." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:110 +msgid "To set a :guilabel:`Default value`, enable :guilabel:`Automatically filter on the current period` and choose whether to filter on the current :guilabel:`Month`, :guilabel:`Quarter` or :guilabel:`Year`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:723 -msgid "Enable :guilabel:`Show values` to add numeric values to the data points on the chart." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:114 +msgid ":guilabel:`Relative Period`: enables a dropdown menu of specific time ranges relative to the current date (e.g., :guilabel:`Year to Date`, :guilabel:`Last 7 Days`, :guilabel:`Last 30 Days`, etc.)." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:725 -msgid "Enable :guilabel:`Show trend line` to add a trend line to line, column, and area charts." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:118 +msgid "To set a :guilabel:`Default value`, select one of the available values." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:727 -msgid "For line, column, and area charts, the :guilabel:`Axis` section lets you add a title to one or both axes. The font formatting, horizontal alignment, and color of the title can be modified using the editor." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:120 +msgid ":guilabel:`From / To`: enables :guilabel:`Date from...` and :guilabel:`Date to...` date selection fields to define a specific time range (e.g., `06/05/2024` to `06/27/2024`)." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:734 -msgid "Insert clickable links" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:123 +msgid "In the :guilabel:`Field matching` section, for each data source, click below :guilabel:`Date field` and select the field the filter should match with." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:736 -msgid "Adding links to related or supporting information can make your report or dashboard more user-friendly and effective." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:126 +msgid "The :guilabel:`Period offset` feature enables comparisons to be made by shifting the time range by one or two periods in the past or future. By default, no period offset is set. The offsets available are: :guilabel:`Previous`, :guilabel:`Before previous`, :guilabel:`Next`, and :guilabel:`After next`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:739 -msgid "You can :ref:`insert a clickable link from any spreadsheet cell ` to:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:133 +msgid "To compare data effectively using the :guilabel:`Period offset` feature, :ref:`duplicate the relevant inserted list ` or :ref:`pivot table `, then, when setting up field matching, set a period offset for the second data source but not the first." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:742 -msgid "an Odoo menu item" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:138 +msgid "When applying the filter, the original list or pivot table shows data for the time range selected, while the second shows data for a period before or after that time range, as defined." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:743 -msgid "another sheet inside the same spreadsheet" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:142 +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:191 +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:229 +msgid "Click :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:744 -msgid "an external URL" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:145 +msgid "In the example below, a :guilabel:`Date` global filter has been created to allow the pivot table and chart to show sales data per quarter. If only a year is selected, data is shown for the entire year." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:747 -msgid "Clicking a link to a menu item provides the same result as navigating via the Odoo menu within an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view when navigating to :menuselection:`Sales --> Orders --> Quotations`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0 +msgid "A date filter to filter on quarter and year" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:750 -msgid "It is also possible to insert a clickable link to a specific view of a model in a spreadsheet starting from the view itself. However, as this method inserts each new link in a new sheet, it is more efficient to create links to specific views starting from the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:152 +msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Order Date` has been selected as the matching date field. A matching date field is not needed for *List #1* as we will not use this filter on the data source in question." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:754 -msgid "You can :ref:`insert a clickable link from any chart ` to an Odoo menu item." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0 +msgid "A date filter with the Order Date selected as the matching field" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:760 -msgid "Insert a clickable link from a cell" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:163 +msgid "Relation" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:762 -msgid "To insert a clickable link from a cell:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:166 +msgid "A :guilabel:`Relation` filter can only match with a :ref:`Many2One `, :ref:`One2Many `, or :ref:`Many2Many ` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:764 -msgid "Click :menuselection:`Insert -->` :icon:`fa-link` :menuselection:`Link` from the menu bar or right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on the desired outcome, perform one of the following actions:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:173 +msgid "Enter a name for the new relation filter in the :guilabel:`Label` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:768 -msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of all menu items. Click :guilabel:`Confirm`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:175 +msgid "In the :guilabel:`Related model` field, start typing the model name to reveal a list of all models, then select the appropriate one. Once a model is selected, the :guilabel:`Default value` and :guilabel:`Possible values` fields appear, as well as the :guilabel:`Field matching` section." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:771 -msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the relevant sheet from the current spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:180 +msgid "To set a :guilabel:`Default value`, select one of the available values; these are records from the model. If the related model is the *User* model, the option :guilabel:`Automatically filter on the current user` can be enabled." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:773 -msgid "Under :guilabel:`Link`, type a URL." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:184 +msgid "To limit the values that can be shown, enable :guilabel:`Restrict values with a domain`, then click :ref:`Edit domain ` to add or edit rules." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:775 -msgid "Enter or edit the label for the link in the :guilabel:`Text` field." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:187 +msgid "In the :guilabel:`Field matching` section, check if the correct matching field has been assigned for each data source. If this is not the case, click below the data source name to select the correct field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:781 -msgid "Insert a clickable link from a chart" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:194 +msgid "In the example below, a :guilabel:`Relation` filter has been created to allow the pivot table and chart to show sales data related to selected salespeople only. The *User* model was set as the :guilabel:`Related model`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:783 -msgid "To insert a clickable link from a chart to an Odoo menu item:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0 +msgid "Relation filter set on a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:785 -msgid "Hover over the top right of the chart's box, then click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit`. The chart properties appear at the right of the screen." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:201 +msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Salesperson` was automatically assigned as the matching field for both the pivot table and the chart. A matching field is not needed for *List #1* as we will not use this filter on the data source in question." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:788 -msgid "At the bottom of the :icon:`fa-sliders` :guilabel:`Configuration` tab of the chart properties pane, click under :guilabel:`Link to Odoo menu`, then select a menu." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:0 +msgid "A relation filter with the User model configured" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:791 -msgid "Hover over the top right of the chart's box to see that a new :icon:`fa-external-link` :guilabel:`(external link)` icon has been added." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:216 +msgid "A :guilabel:`Text` filter can only match with a :ref:`Text (char) `, :ref:`Integer ` or :ref:`Decimal (float) ` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:797 -msgid "Insert financial data" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:222 +msgid "Enter a name for the new text filter in the :guilabel:`Label` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:799 -msgid "When building reports and dashboards, it may be useful to include certain accounting-related data, such as account IDs, credits and debits for specific accounts, and dates of the start and end of the tax year." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:223 +msgid "Optionally, enable :guilabel:`Restrict values to a range`. Doing so allows you to input a spreadsheet range either by typing the range or selecting it from within the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:803 -msgid ":ref:`Odoo-specific spreadsheet functions ` allow you to retrieve such accounting data from your database and insert it into a spreadsheet." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:225 +msgid "Optionally, enter a :guilabel:`Default value`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:5 -msgid "Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For example, you could create a template for a monthly budget report or a quarterly sales commission report." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:226 +msgid "In the :guilabel:`Field matching` section, for each data source click below the data source name and select the field the :guilabel:`Text` filter should match with." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:10 -msgid "Templates are available to all users on the database." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:232 +msgid "In the example below, a :guilabel:`Text` global filter was created to allow the user to select a product from the :guilabel:`Product` filter and have both the pivot table and chart only show sales data related to that specific product." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:15 -msgid "Create a template" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:-1 +msgid "Global filters set on a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:17 -msgid "Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one `. From the menu bar, click :menuselection:`File -->` :icon:`os-save` :menuselection:`Save as template`. Modify the default :guilabel:`Template Name` if needed and click :guilabel:`Confirm`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:239 +msgid "In the :guilabel:`Filter properties`, the :guilabel:`Possible values` of the filter were restricted to the range :guilabel:`'Products (List #1)'!A2:A34`. This corresponds to the range containing the :guilabel:`Display name` of the product on a list inserted in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:23 -msgid "Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit the template `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:-1 +msgid "A text filter with a restricted range" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:27 -msgid "You can also create a template by :ref:`making a copy of an existing template and editing it `." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:247 +msgid "With this configuration, the pivot table and chart can be filtered by product name by selecting one of the predefined values available in the text filter. In this case, :guilabel:`Furniture` has already been selected as the :guilabel:`Product category`, meaning that only products of this category can be selected as possible values." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:33 -msgid "Use templates" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:252 +msgid "Furthermore, if the values in the range have been retrieved dynamically from the database, as in this case, the text filter is also dynamic, i.e., will reflect changes made to those values." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:35 -msgid "To create a new spreadsheet using a template, open the Documents app and click :menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:258 +msgid "Manage and use global filters" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:38 -msgid "Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:260 +msgid "Click the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet to access the global filters that have been created for that spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:42 -msgid "By default, the new spreadsheet inherits the name of the template, which is shown at the top of the screen. To rename the spreadsheet, click the name and edit it." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:263 +msgid "It is possible to:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:48 -msgid "Manage and edit templates" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:265 +msgid "**Apply one or more global filters** by selecting appropriate values per filter, as relevant." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:50 -msgid "Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter ` to view all templates in the database." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:268 +msgid "Reloading the browser will cause any global filters to reset to their initial state or default value, as relevant. To refresh data in an inserted list, pivot table, or chart without losing global filters that have been applied, click :menuselection:`Data -->` :icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:54 -msgid "Various actions are possible:" +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:273 +msgid "**Change the order** of existing filters by hovering over a filter and using the :icon:`os-thin-drag-handle` :guilabel:`(drag handle)` icon to change the position." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:56 -msgid "Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to edit it." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:275 +msgid "**Clear filter values** (whether default or selected values) by clicking the :icon:`fa-times` :guilabel:`(Clear)` icon next to the value in the filter." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:60 -msgid "Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` :guilabel:`Edit`, then making the required changes. Modifications are automatically saved." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:277 +msgid "**Edit an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then editing as needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:64 -msgid "Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` :guilabel:`Actions`, then :guilabel:`Delete`." +#: ../../content/applications/productivity/spreadsheet/work_with_data/global_filters.rst:279 +msgid "**Delete an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then clicking :guilabel:`Remove`." msgstr "" #: ../../content/applications/productivity/to_do.rst:3 diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 78067ef07b..d1bf86474b 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: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -86,7 +86,7 @@ msgstr "" #: ../../content/applications/sales/sales/commissions.rst:14 #: ../../content/applications/sales/sales/gelato.rst:15 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:13 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:15 #: ../../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/sales_quotations/pdf_quote_builder.rst:24 @@ -6973,6 +6973,7 @@ msgid "Enable the relevant terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:20 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:50 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:82 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:73 #: ../../content/applications/sales/point_of_sale/pos_hardware.rst:148 @@ -7002,50 +7003,54 @@ msgid ":doc:`Mercado Pago `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29 -msgid ":doc:`Razorpay `" +msgid ":doc:`Pine Labs `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 -msgid ":doc:`SIX `" +msgid ":doc:`Razorpay `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:31 -msgid ":doc:`Stripe `" +msgid ":doc:`SIX `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:32 -msgid ":doc:`Tyro `" +msgid ":doc:`Stripe `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:33 -msgid ":doc:`Viva.com `" +msgid ":doc:`Tyro `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:34 -msgid ":doc:`Worldline `" +msgid ":doc:`Viva.com `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:35 +msgid ":doc:`Worldline `" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36 msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the payment method to the :guilabel:`Payment Methods` list to make it available in the POS interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:41 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:42 msgid "Terminal use" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:43 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:44 msgid "To process a :ref:`payment ` with a :ref:`configured terminal ` for an order, select the terminal's :doc:`payment method <../payment_methods>` on the :guilabel:`Payment` screen, then follow the instructions on the terminal device." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:48 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:49 msgid "Once the transaction is successful, the payment is automatically validated in Point of Sale." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:51 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:52 msgid "Connection issues between Odoo and the payment terminal result in transaction cancellation." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:52 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:53 msgid "To cancel the payment request, click :guilabel:`Cancel`." msgstr "" @@ -7262,7 +7267,7 @@ msgid "Mercado Pago" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:9 -msgid "Only **Point Smart** payment terminals in **Argentina**, **Brazil**, and **Mexico** are supported. They can be purchased on `Mercado Pago's website `_." +msgid "Only **Point Smart** payment terminals in Argentina, Brazil, Chile, Colombia, Mexico, Peru, and Uruguay are supported. They can be purchased on `Mercado Pago's website `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:14 @@ -7395,6 +7400,97 @@ msgstr "" msgid "Any action made on the terminal should trigger a notification on the POS interface. Ensure the :ref:`webhook secret key ` is correctly configured if you are not notified." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:3 +msgid "Pine Labs" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:5 +msgid "`Pine Labs `_ offers in-store payment solutions for customer transactions through several `physical terminals `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:10 +msgid "The Odoo Pine Labs module is only available for Indian companies." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:11 +msgid "Pine Labs terminals accept credit/debit cards (Visa, MasterCard, and RuPay) and UPI QR codes by swiping, scanning, or tapping." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:17 +msgid "Pine Labs credentials" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:19 +msgid "`Create a Pine Labs account and order at least one terminal `_. The system then sends an email with the following credentials:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:23 +msgid "Merchant ID" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:24 +msgid "Store ID" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:25 +msgid "Client ID" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:26 +msgid "Security Token" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:31 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:61 +msgid "Odoo configuration" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:33 +msgid "To enable Pine Labs in Odoo, first :ref:`install the POS Pine Labs module ` to make it visible in the list of payment terminals. Then, follow these steps to connect the Pine Labs terminal with Odoo Point of Sale:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:37 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Payment Terminals` section, enable the relevant :ref:`payment terminal `, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:60 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:65 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create a payment method <../../payment_methods>`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:62 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67 +msgid "Set the :guilabel:`Journal` field to :guilabel:`Bank`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:43 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:63 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68 +msgid "Set the :guilabel:`Integration` field to :guilabel:`Terminal`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:44 +msgid "Set the :guilabel:`Integrate with` field to :guilabel:`Pine Labs`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:45 +msgid "Paste the copied :ref:`credentials ` in their corresponding fields." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:46 +msgid "Select the preferred payment mode in the :guilabel:`Pine Labs Allowed Payment Modes` field and save." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:48 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the created payment method to the :guilabel:`Payment Methods` list to use it in a POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/pine_labs.rst:53 +msgid "Enable the :guilabel:`Pine Labs Test Mode` to test transaction processes with a device." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3 msgid "Razorpay" msgstr "" @@ -7889,21 +7985,6 @@ msgstr "" msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Payment Terminals` section, enable the :guilabel:`Viva Wallet` terminal, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:60 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:65 -msgid "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create a payment method <../../payment_methods>`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:62 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67 -msgid "Set the :guilabel:`Journal` field to :guilabel:`Bank`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:63 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68 -msgid "Set the :guilabel:`Integration` field to :guilabel:`Terminal`." -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:64 msgid "Set the :guilabel:`Integrate with` field to :guilabel:`Viva Wallet`." msgstr "" @@ -8027,10 +8108,6 @@ msgstr "" msgid "To check the terminal's connection status, open the IoT app and click the :ref:`IoT system's card `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:61 -msgid "Odoo configuration" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63 msgid "To connect the Worldline terminal with Odoo Point of Sale, follow these steps:" msgstr "" @@ -9307,7 +9384,7 @@ msgid "Enabling pricelists in the general P0S settings" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26 -msgid "The selected pricelist type applies to the entire database, including the :doc:`Sales <../../sales/products_prices/prices/pricing>` and :ref:`eCommerce ` apps." +msgid "The selected pricelist type applies to the entire database, including the :doc:`Sales <../../sales/products_prices/prices/pricing>` and :ref:`eCommerce ` apps." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 @@ -9455,7 +9532,7 @@ msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 -msgid ":ref:`How to use pricelists in an ecommerce environment `" +msgid ":ref:`How to use pricelists in an ecommerce environment `" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 @@ -13920,19 +13997,19 @@ msgstr "" msgid "To begin using discount and loyalty programs, navigate to :menuselection:`Sales --> Configuration --> Settings`. Under the :guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & Gift Card` setting by checking the box next to the feature. Finally, click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21 msgid "Configure discount and loyalty programs" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:23 msgid "To create discount and loyalty programs, go to :menuselection:`Sales --> Products --> Discount & Loyalty`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:26 msgid "If no discount or loyalty programs have been created yet, Odoo provides a choice of templates to help create the first program. Choose one of the template cards, or click :guilabel:`New` to create a new program from scratch." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:30 msgid "Or, if there are already existing programs, select an existing program to edit it." msgstr "" @@ -13940,11 +14017,11 @@ msgstr "" msgid "Discount and loyalty program template cards." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:37 msgid "Templates **only** appear when no programs have been created, and they disappear once the first program is created." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:40 msgid "Creating or editing a program opens the program form." msgstr "" @@ -13952,63 +14029,63 @@ msgstr "" msgid "Program options on the loyalty program form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid "The program form contains the following fields:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48 msgid ":guilabel:`Program Name`: Enter the name of the program in this field. The program name is **not** visible to the customer." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50 msgid ":guilabel:`Program Type`: Select the desired :ref:`program type ` from the drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:52 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:51 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:53 msgid ":guilabel:`Pricelist`: If desired, select a pricelist from the drop-down menu to have this loyalty program applied to a specific pricelist (and customers attached to the pricelist). More than one pricelist can be selected in this field. When a single loyalty program is linked to several pricelists, it makes it viable for different customer segments to have different pricelists, but the *same* loyalty programs. If this field is left blank, the program applies to everyone, regardless of pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:59 msgid ":guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is **only** available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:60 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62 msgid ":guilabel:`Start Date`: Select the date on which the program becomes valid. Leave this field blank if the program should always be valid and not expire." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64 msgid ":guilabel:`End Date`: Select the date on which the program stops being valid. Leave this field blank if the program should always be valid and not expire." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66 msgid ":guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number of :guilabel:`usages` to limit the number of times the program can be used during the validity period." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68 msgid ":guilabel:`Company`: If working in a multi-company database, choose the one company for which the program is available. If left blank, the program is available to all companies in the database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:70 msgid ":guilabel:`Available On`: Select the apps on which the program is available." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:69 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71 msgid ":guilabel:`Website`: Select a website on which the program is available. Leave this field blank to make it available on all websites." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:73 msgid ":guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave this field blank to make it available at all :abbr:`PoS (Point of Sale)`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:75 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:77 msgid "The options available on the program form vary depending on the :ref:`Program Type ` selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:78 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80 msgid "All of the existing cards, codes, coupons, etc. that have been generated for the program are accessible through the smart button located at the top of the form." msgstr "" @@ -14016,7 +14093,7 @@ msgstr "" msgid "Program items smart button on the loyalty program form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:88 msgid "In Odoo 17 (and later), when a loyalty card or coupon is associated with a contact in the database, a :guilabel:`Loyalty Cards` smart button conditionally appears on the contact form." msgstr "" @@ -14024,51 +14101,51 @@ msgstr "" msgid "The Loyalty Card smart button as it appears on a contact form in Odoo 17." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:93 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:95 msgid "This smart button **only** appears if a loyalty card or coupon is associated with the contact." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 msgid "Program types" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:102 msgid "The different :guilabel:`Program Types` available on the program form are:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:102 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104 msgid ":guilabel:`Coupons`: Generate and share single-use coupon codes that grant immediate access to rewards." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106 msgid ":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates points to exchange for rewards on current and/or future orders." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:108 msgid ":guilabel:`Promotions`: Set conditional rules for ordering products, which, when fulfilled, grant access to rewards for the customer." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:108 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110 msgid ":guilabel:`Discount Code`: Set codes which, when entered upon checkout, grant discounts to the customer." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 msgid ":guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted 1 credit. After accumulating a specified amount of credits, the customer can trade them in to receive (Y) item." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:114 msgid ":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes that grant access to rewards on the customer's next order." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:118 msgid "Conditional rules" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:118 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:120 msgid "Next, configure the :guilabel:`Conditional rules` that determine when the program applies to a customer's order." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:121 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:123 msgid "In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to :guilabel:`Conditional rules` to add *conditions* to the program. This reveals a :guilabel:`Create Conditional rules` pop-up window." msgstr "" @@ -14076,39 +14153,39 @@ msgstr "" msgid "Rules & Rewards tab of the loyalty program form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:130 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:132 msgid "The options for :guilabel:`Conditional rules` vary depending on the selected :ref:`Program Type `." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:135 msgid "The following options are available for configuring conditional rules:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:135 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:137 msgid ":guilabel:`Discount Code`: Enter a custom code to be used for the :guilabel:`Discount Code` program, or use the default one generated by Odoo. This field is only available when the :guilabel:`Program Type` is set to :guilabel:`Discount Code`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:138 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:140 msgid ":guilabel:`Minimum Quantity`: Enter the minimum number of products that must be purchased in order to access the reward. Set the minimum quantity to at least `1` to ensure that the customer must make a purchase in order to access the reward." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:141 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:143 msgid ":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with :guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in order to access the reward. If both a minimum quantity *and* minimum purchase amount are entered, then the customer's order must meet both conditions." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:145 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:147 msgid ":guilabel:`Products`: Select the specific product(s) for which the program applies. Leave this field blank to apply it to all products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:147 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:149 msgid ":guilabel:`Categories`: Select the category of products for which the program applies. Choose :guilabel:`All` to apply it to all product categories." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:149 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:151 msgid ":guilabel:`Product Tag:` Select a tag to apply the program to products with that specific tag." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:150 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:152 msgid ":guilabel:`Grant`: Enter the number of points the customer earns :guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` programs)." msgstr "" @@ -14116,68 +14193,68 @@ msgstr "" msgid "Conditional rules configuration window for a discount or loyalty program." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:158 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160 msgid "Click :guilabel:`Save & Close` to save the rule and close the pop-up window, or click :guilabel:`Save & New` to save the rule and immediately create a new one." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:164 msgid "Rewards" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:164 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:166 msgid "In the :guilabel:`Rules & Rewards` tab of the program form, click :guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program. This reveals a :guilabel:`Create Rewards` pop-up window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:169 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:171 msgid "The options for :guilabel:`Rewards` vary depending on the selected :ref:`Program Type `." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174 msgid "The following options are available for configuring rewards:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:176 msgid ":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other options for reward configuration depend on the :guilabel:`Reward Type` selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:178 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:180 msgid ":guilabel:`Free Product`:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:180 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:182 msgid ":guilabel:`Quantity Rewarded`: Select the number of free products rewarded to the customer." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:181 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:183 msgid ":guilabel:`Product`: Select the product given for free as a reward. Only one product can be selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:183 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:185 msgid ":guilabel:`Product Tag`: Select a tag to further specify the free product eligible for the reward." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:188 msgid ":guilabel:`Discount`:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:188 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:190 msgid ":guilabel:`Discount`: Enter the discounted amount in either :guilabel:`percentage`, :guilabel:`currency per point`, or :guilabel:`currency per order`. Then, select whether the discount applies to the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the order, or only :guilabel:`Specific Products`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:192 -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:197 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:194 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:199 msgid ":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as a discount. Leave this field at `0` for no limit." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:195 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:197 msgid ":guilabel:`Free Shipping`:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:200 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:202 msgid ":guilabel:`In exchange of`: Enter the number of points required to exchange for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` programs)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:202 +#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:204 msgid ":guilabel:`Description on order`: Enter the description of the reward, which is displayed to the customer upon checkout." msgstr "" @@ -14363,51 +14440,51 @@ msgstr "" msgid "Next, under the :guilabel:`Rates` tab, add a new rate by clicking :guilabel:`Add a line`. Then, proceed to confirm and adjust the :guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and :guilabel:`...per Unit` fields to ensure all the auto-populated information is accurate." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:163 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:165 msgid "Currency-specific pricelists" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:165 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:167 msgid "It is recommended that *at least* one pricelist is created per active currency in the database. To create (or assign) a pricelist to a specific currency, start by navigating to :menuselection:`Sales app --> Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:169 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171 msgid "From the :guilabel:`Pricelists` page, either select an existing pricelist to edit, or click :guilabel:`New` to create a new pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:172 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:174 msgid "On the pricelist detail form, for either a new or existing pricelist, adjust the :guilabel:`Currency` field as desired." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:176 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:178 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:179 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:181 msgid "Auto-conversion from public price" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:181 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:183 msgid "It should be noted that the public price seen on products is directly related to the main currency the company has set, which is configured by navigating to :menuselection:`Accounting app --> Configuration --> Settings --> Currencies section --> Main Currency --> Currency drop-down menu`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:185 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187 msgid "The sales price automatically updates if the pricelist is changed to a different pricelist that has a different currency than the company's main currency. The change in price is directly related to the updated conversion rate for that currency." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:190 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:192 msgid "Set product prices" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:192 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:194 msgid "In order to have product prices set in place to avoid any changes in currency rates, start by navigating to :menuselection:`Sales app --> Products --> Products`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:195 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:197 msgid "From the :guilabel:`Products` page, select the desired product to modify. Or, create a new product by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:200 msgid "Then, on the product detail form, click the :guilabel:`Extra Prices` smart button, located in the upper-left corner. Doing so reveals a separate :guilabel:`Price Rules` page, specific to that particular product." msgstr "" @@ -14415,31 +14492,31 @@ msgstr "" msgid "How to set product prices based on foreign currency pricelists in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:208 msgid "Click :guilabel:`New`, and select the desired pricelist from the drop-down menu in the :guilabel:`Pricelist` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:209 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:211 msgid "The :guilabel:`Applied On` field is auto-populated with the product, so proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and :guilabel:`Price` fields." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:213 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:215 msgid "The figure in the :guilabel:`Min. Quantity` field means the :guilabel:`Price` being set will **only** trigger if at least that amount of product is purchased." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:216 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:218 msgid "If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` for the set prices. Leaving those columns blank ensures the set price will remain valid, regardless of the date of sale." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:219 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:221 msgid "If working in a multi-company environment, designate to which company this price rule should be applied in the :guilabel:`Company` field. Leaving that field blank ensures the price rule applies to all companies in the database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:223 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:225 msgid "With those configurations complete, regardless of any changes/updates in conversion, whenever those designated pricelists are applied to a customer trying to purchase this specific product, these pre-determined set prices appear." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:228 +#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:230 msgid ":doc:`./pricing`" msgstr "" @@ -14539,7 +14616,7 @@ msgstr "" msgid "Odoo **Sales** has a useful pricelist feature that can be tailored to fit any unique pricing strategy. Pricelists suggest certain prices, but they can always be overridden on the sales order." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:15 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:17 msgid "To enable pricelists in the Odoo **Sales** app, first navigate to :menuselection:`Sales app --> Configuration --> Settings`. In the :guilabel:`Pricing` section, tick the checkbox next to the :guilabel:`Pricelists` feature, and click :guilabel:`Save` to save all changes." msgstr "" @@ -14547,11 +14624,11 @@ msgstr "" msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:22 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:24 msgid "After activating and saving the :guilabel:`Pricelists` feature, the :guilabel:`Settings` page reloads. From here, either select the :icon:`oi-arrow-right` :guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app --> Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:29 msgid "Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or modified at any time." msgstr "" @@ -14559,27 +14636,27 @@ msgstr "" msgid "How the pricelists page looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:36 msgid "If there is no specific pricelist configured on a sales quotation, the :guilabel:`Default` pricelist is applied." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40 msgid "The :guilabel:`Selectable` column is only applicable to Odoo **eCommerce**. This option allows website visitors to choose a pricelist when shopping in your **eCommerce** website." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:42 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:44 msgid "In Odoo 17 (and above), you are *not required* to enter a pricelist in the :guilabel:`Pricelist` field on a sales quotation form in order to confirm it (i.e. turn it into a sales order)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:47 msgid "The chatter section is available on pricelist forms, which allows you to add notes and communications on each pricelist page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:49 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:51 msgid "Creating and editing pricelists" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:51 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53 msgid "From the :guilabel:`Pricelists` page, either select the pricelist to edit, or click :guilabel:`New` to create a new pricelist, which reveals a blank pricelist form that can be configured in a number of different ways." msgstr "" @@ -14587,51 +14664,51 @@ msgstr "" msgid "How the pricelist detail form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:58 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:60 msgid "When creating a new pricelist, start by adding a name for the pricelist at the blank field at top of the form. Next, select which :guilabel:`Currency` should be used." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63 msgid "If working in a multi-company environment, select which company this pricelist should apply to in the :guilabel:`Company` field. If this field is left blank, the pricelist is automatically applied to all companies in the database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:67 msgid "If working in a multinational company, select the countries where this pricelist will apply under the :guilabel:`Country Groups` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:73 msgid "Price Rules tab" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:73 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:75 msgid "In the :guilabel:`Price Rules` tab, each line creates a new record that will implement customized pricing to the sales order where the pricelist is applied. To create a new price rule, click on :guilabel:`Add a line`, which opens a new pricelist rules form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:79 msgid "Then, select whether to apply this set of rules to a :guilabel:`Product` or :guilabel:`Category`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:79 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "From here, there are several configuration options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83 msgid ":guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this field to choose one or more products to which this pricelist will apply." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:85 msgid ":guilabel:`Category`: Select one or more product categories to which this pricelist will apply." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:84 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:86 msgid ":guilabel:`Price Type`: Select whether the specialized pricing will fall under :guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`. Depending on the price type, there will be additional configurations on how to apply the pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:88 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90 msgid ":guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can be configured by using a negative value in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:92 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:94 msgid "If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set as :guilabel:`Discount`, the discount will visible to the customer." msgstr "" @@ -14643,43 +14720,43 @@ msgstr "" msgid "How a pricelist rule using Price Type: Discount appears on customer preview." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:101 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:103 msgid ":guilabel:`Formula`: Calculate the pricelist rules based the following configuration:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:103 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid ":guilabel:`Discount`: Percentage discount to be applied. Negative values can be entered to increase prices." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:107 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:109 msgid "If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set as :guilabel:`Formula`, the discount will *not* be visible to the customer." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:110 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:112 msgid ":guilabel:`Round off to`: Numerical value to act as round-off multiple, to be applied after discount. The rounding method sets the price so that it is a multiple of the value in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:117 msgid "Rounding is applied *after* the discount and *before* the extra fee." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:117 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 msgid ":guilabel:`Extra Fee`: Fixed amount to be added or subtracted once :guilabel:`Discount` and :guilabel:`Round off to` have been applied." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:121 msgid ":guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied, all product lines in the quotation form will be updated to this price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:124 msgid ":guilabel:`Min Qty`: Specify the minimum quantity of selected products for this pricelist to apply." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:124 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126 msgid ":guilabel:`Validity Period`: Specify the start and end date during which this pricelist can be applied to quotations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:130 msgid "To formulate a 100% markup (or two times the price of the product), with a $5 minimum margin, set the :guilabel:`Based price` field to :guilabel:`Sales Price` and the :guilabel:`Discount` to `-100`. This is often seen in retail situations." msgstr "" @@ -14687,7 +14764,7 @@ msgstr "" msgid "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:136 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:138 msgid "To apply 20% discounts, with prices rounded up to 9.99, set the :guilabel:`Based on` field to :guilabel:`Sales Price`, the :guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to `-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" @@ -14695,27 +14772,27 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:144 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:146 msgid "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10` and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:150 msgid "Recurring Prices tab" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:150 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:152 msgid "Time-based rules are used specifically with subscription products. Be sure to check out the Odoo :doc:`Subscriptions ` documentation for more information." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:155 msgid "In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the :guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` and :guilabel:`Recurring Plan`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:157 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:159 msgid ":guilabel:`Product Variants` are configured under products that have one or more values, such as color, size, etc. Once a product has been selected under the :guilabel:`Products Tab`, if applicable, select the desired product variants to be included in the price rule." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:161 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:163 msgid "Then, select the blank field in the :guilabel:`Recurring Plan` column to reveal a drop-down menu of pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" @@ -14723,7 +14800,7 @@ msgstr "" msgid "The recurring prices tab in a pricelist configuration form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:167 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:169 msgid "New recurrence periods can also be created from this column. To do so, type in the name for the new :guilabel:`Recurring Plan`, then select :guilabel:`Create` from the resulting drop-down menu to create the time period, which can be edited later. Alternatively, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From this pop-up form, the new recurrence period can be configured, with specific :guilabel:`Details`, :guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the configurations are complete, click the :guilabel:`Save & Close` button." msgstr "" @@ -14731,31 +14808,31 @@ msgstr "" msgid "Custom time period pop-up form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:179 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:181 msgid "Lastly, add the desired price for this recurring price rule in the :guilabel:`Recurring Price` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185 msgid ":doc:`../../../subscriptions`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:186 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:188 msgid "Rental rules tab" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:188 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:190 msgid "Price rules can be configured for :doc:`rental products <../../../rental>` under the :guilabel:`Rental rules` tab, using the same methodology as the :guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:192 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "To add a rental rule, click :guilabel:`Add a line`, and select a desired product in the :guilabel:`Products` column. Then, select any specific :guilabel:`Variants`, if necessary." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:195 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:197 msgid "Next, designate a :guilabel:`Period` of time for the rental rule (e.g. `Daily`, `Hourly`, etc.)." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:197 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:199 msgid "Lastly, configure a :guilabel:`Price` for the rental rule in the respective column." msgstr "" @@ -14763,43 +14840,19 @@ msgstr "" msgid "The rental tab in a pricelist configuration form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:203 -msgid "Ecommerce Tab" -msgstr "" - #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:205 -msgid "Under the :guilabel:`Ecommerce` tab, price rules can be configured for products sold on an :doc:`Ecommerce website <../../../../websites/ecommerce/products>`." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:208 -msgid "To enable the pricelist to be visible, select the target website in the :guilabel:`Website` field." +msgid ":doc:`Ecommerce price configuration `" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:210 -msgid "The :guilabel:`Selectable` can be enabled to allow the customer to choose this pricelist." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:212 -msgid "Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code` field." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215 -msgid "Tick the :guilabel:`Selectable` checkbox to have this pricelist as a selectable option for customers to choose as they shop. If the :guilabel:`Selectable` box is left unticked, customers **cannot** select this pricelist for themselves." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:219 -msgid "Lastly, there is the option to add an :guilabel:`E-commerce Promotional Code`. To add a code, type in the desired promo code that, when entered during the checkout process, applies the pricelist to the customer, even if the customer does not fall into the previously-specified criteria." -msgstr "" - -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:224 msgid "Customer pricelist application" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:226 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:212 msgid "While the default pricelist applied to any customer is the :guilabel:`Public Pricelist`, Odoo provides the opportunity to directly apply a different pricelist to customers on their contact form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:229 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215 msgid "To do that, open the desired customer's contact form, either by navigating to :menuselection:`Sales app --> Orders --> Customers` and selecting the customer from the main :guilabel:`Customers` page, or by clicking on the customer's name on a sales order." msgstr "" @@ -14807,7 +14860,7 @@ msgstr "" msgid "Sample customer detail form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:237 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 msgid "On the desired customer's contact form, under the :guilabel:`Sales & Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist should be applied to this specific customer from the drop-down menu in the :guilabel:`Pricelist` field." msgstr "" @@ -14815,64 +14868,64 @@ msgstr "" msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:246 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:232 msgid "When a customer is added to the database, the default pricelist is automatically applied to them. There is **no way** to have a blank *Pricelist* field on a contact form. Even if that field is left blank, the default pricelist appears when that contact form is opened again." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:250 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:236 msgid "However, when that contact is added to a quotation, and the *Pricelist* field is auto-populated (based on the information from their contact form), that predetermined pricelist can be removed from the *Pricelist* field, and the quotation can still be confirmed, and subsequently, turned into a sales order." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:256 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:242 msgid "Conditions" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:258 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:244 msgid "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the :guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:261 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:247 msgid "Here, start by selecting one of the options in the :guilabel:`Apply On` field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:263 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:249 msgid ":guilabel:`All Products`: the advanced pricelist rule will be applied to all products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:264 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:250 msgid ":guilabel:`Product Category`: the advanced pricelist rule will be applied to a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:266 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid ":guilabel:`Product`: the advanced pricelist rule will be applied to a specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:267 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:253 msgid ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:270 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:256 msgid "If any of those options, apart from :guilabel:`All Products`, are selected, a new option-specific field appears, in which the specific :guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:274 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:260 msgid "Then, select a minimum quantity to be applied to the advanced pricelist rule in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:278 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:264 msgid "Once all configurations are complete, either click :guilabel:`Save & Close` to save the advanced pricelist rule, or click :guilabel:`Save & New` to immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:283 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:269 msgid "If a price rule is set for a particular product, and another one for its product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:287 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:273 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 -msgid ":doc:`/applications/websites/ecommerce/products/price_management`" +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:274 +msgid ":doc:`/applications/websites/ecommerce/products/prices`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products.rst:5 @@ -15652,11 +15705,11 @@ msgstr "" msgid "Similar product variant creation processes are accessible through the Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:228 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:232 msgid "To the far-right of the attribute line is a :guilabel:`Configure` button. When clicked, Odoo reveals a separate page showcasing those specific :guilabel:`Product Variant Values`." msgstr "" @@ -15664,15 +15717,15 @@ msgstr "" msgid "The Product Variant Values page accessible via the Configure button on a product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:239 msgid "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:241 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:243 msgid "The :guilabel:`Value Price Extra` represents the increase in the sales price if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:246 msgid "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo reveals a separate page, detailing that value's related details." msgstr "" @@ -15680,19 +15733,19 @@ msgstr "" msgid "A Product Variant Values page accessible via the Product Variants Values general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:251 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:253 msgid "On the specific product variant detail page, the :guilabel:`Value` and :guilabel:`Value Price Extra` fields can be found, along with an :guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:256 msgid "In the :guilabel:`Exclude for` field, different :guilabel:`Product Templates` and specific :guilabel:`Attribute Values` can be added. When added, this specific attribute value will be excluded from those specific products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:259 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:261 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:261 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 msgid "When a product has attributes and variants configured in its :guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button appears at the top of the product form. The :guilabel:`Variants` smart button indicates how many variants are currently configured for that specific product." msgstr "" @@ -15700,7 +15753,7 @@ msgstr "" msgid "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:269 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:271 msgid "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a separate page showcasing all the specific product variant combinations configured for that specific product." msgstr "" @@ -15708,39 +15761,39 @@ msgstr "" msgid "The variants page accessible via the variants smart button on the product form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:279 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:279 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "In addition to offering more detailed product options to customers, product variants have their own impacts that can be taken advantage of throughout the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:282 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 msgid ":guilabel:`Barcode`: barcodes are associated with each variant, instead of the product template. Each individual variant can have its own unique barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:286 msgid ":guilabel:`Price`: every product variant has its own public price, which is the sum of the product template price *and* any extra charges for particular attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:290 msgid "A red shirt's sales price is $23 -- because the shirt's template price is $20, plus an additional $3 for the red color variant. Pricelist rules can be configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:292 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":guilabel:`Inventory`: inventory is counted for each individual product variant. On the product template form, the inventory reflects the sum of all variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:295 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:297 msgid ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:298 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:300 msgid "Changes to the product template automatically apply to every variant of that product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:301 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:303 msgid ":doc:`import`" msgstr "" @@ -16369,56 +16422,56 @@ msgstr "" msgid "In the :guilabel:`Notes` tab of the quotation form, enter any specific internal notes about the quotation and/or customer, if desired." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:286 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:288 msgid "Sending and confirming quotations" msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:288 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:290 msgid "Once all the necessary fields and tabs have been configured, it is time to send the quotation to the customer for confirmation. Upon confirmation, the quotation turns into an official sales order." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:291 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:293 msgid "At the top of the form, there is a series of buttons:" msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:293 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:295 msgid ":guilabel:`Send by Email`: When clicked, a pop-up window appears with the customer's name and email address in the :guilabel:`Recipients` field, the quotation (and reference ID) in the :guilabel:`Subject` field, and a brief default message in the body of the email, which can be modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:298 -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:306 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:300 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:308 msgid "Below that, a PDF copy of the quotation is attached. When ready, click :guilabel:`Send` to send the quotation, via email, to the customer, so they can review and confirm it." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:300 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:302 msgid ":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the *Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window appears with the customer's name and email address in the :guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in the :guilabel:`Subject` field, and a brief default message in the body of the email, which can be modified, if needed." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:308 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:310 msgid ":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the status changes to :guilabel:`Sales Order`." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:310 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:312 msgid ":guilabel:`Preview`: When clicked, Odoo reveals a preview of the quotation the customer sees when they log into their customer portal. Click the :icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of the preview page, in the blue banner, to return to the quotation form." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:313 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:315 msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:316 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:318 msgid "If the *Lock Confirmed Sales* setting is enabled, the sales order becomes :guilabel:`Locked`, and is indicated as such on the sales order form." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:319 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:321 msgid "At this point, the quotation has been confirmed, turned into a sales order, and is now ready to be invoiced and paid for." msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:322 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:324 msgid "For more information about invoicing, refer to the :doc:`Invoice based on delivered or ordered quantities <../invoicing/invoicing_policy>`" msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:326 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:328 #: ../../content/applications/sales/sales/sales_quotations/deadline.rst:56 #: ../../content/applications/sales/sales/sales_quotations/get_paid_to_validate.rst:89 #: ../../content/applications/sales/sales/sales_quotations/get_signature_to_validate.rst:77 @@ -16427,27 +16480,27 @@ msgstr "" msgid ":doc:`quote_template`" msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:327 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:329 msgid ":doc:`deadline`" msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:328 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:330 #: ../../content/applications/sales/sales/sales_quotations/get_paid_to_validate.rst:90 #: ../../content/applications/sales/sales/sales_quotations/quote_template.rst:248 msgid ":doc:`get_signature_to_validate`" msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:329 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:331 #: ../../content/applications/sales/sales/sales_quotations/get_signature_to_validate.rst:78 #: ../../content/applications/sales/sales/sales_quotations/quote_template.rst:249 msgid ":doc:`get_paid_to_validate`" msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:330 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:332 msgid ":doc:`pdf_quote_builder`" msgstr "" -#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:331 +#: ../../content/applications/sales/sales/sales_quotations/create_quotations.rst:333 msgid ":doc:`../invoicing/proforma`" msgstr "" @@ -18330,7 +18383,7 @@ msgid "After giving the recurring plan a suitable :guilabel:`Name` (e.g. `Monthl msgstr "" #: ../../content/applications/sales/subscriptions.rst:83 -msgid ":guilabel:`Billing Period`: determines the recurrence period of the recurring plan. Set the numerical value in the text field and contextualize the quantity with a unit of time in the corresponding drop-down menu, in :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`." +msgid ":guilabel:`Billing Period`: determines the frequency with which the subscription is billed. Set the unit of time (:guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`) in the drop-down menu and the numerical value in the corresponding text field." msgstr "" #: ../../content/applications/sales/subscriptions.rst:86 @@ -18342,18 +18395,22 @@ msgid "If a subscription is set to renew on the 1st of every month, and the :gui msgstr "" #: ../../content/applications/sales/subscriptions.rst:94 -msgid ":guilabel:`Align to Period Start`: optionally force new and recurring subscription renewal dates under this plan to the first day of what is defined in the :guilabel:`Billing Period`." +msgid ":guilabel:`Align to Period Start`: sets new and recurring subscription plans to bill on the first day of the next :guilabel:`Billing Period`. When a subscription plan is purchased in the middle of a billing period, the invoice shows a reduced cost. Setting a custom period start dates (such as the 5th of each month) requires custom development and is not available by default." +msgstr "" + +#: ../../content/applications/sales/subscriptions.rst:100 +msgid "On the 15th of July, a customer purchases a monthly subscription for a streaming service. Selecting :guilabel:`Align to Period Start` for this recurring plan configures this subscription to bill on the 1st of each month. The subscription begins as soon as payment is confirmed. The quotation shows the full cost of the subscription for July 1 - 31, but the invoice shows an adjusted cost for July 15 - 31. On the 1st of August, the customer is charged the full price for the month's subscription." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:96 +#: ../../content/applications/sales/subscriptions.rst:107 msgid ":guilabel:`Company`: optional assignment, if the database has :doc:`Multi-company <../general/companies/multi_company>` functionality enabled. Assigning this value will make the recurring plan available for that company's location, specifically." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:99 +#: ../../content/applications/sales/subscriptions.rst:110 msgid ":guilabel:`Invoice Email Template`: assigns a specific email template to be used in subscriptions invoicing communications. The default assignment here is `Invoice: Sending` which contains various dynamic fields that autopopulate specific variables across the :guilabel:`Subject` field and :guilabel:`Content` tab, such as the customer's name, invoice number, total amount invoiced, etc." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:105 +#: ../../content/applications/sales/subscriptions.rst:116 msgid "Although this field is optional, it is recommended to use it since this type of communication fulfills good business practices around price transparency, regular customer communication (especially as it relates to charged amounts), and helps build contextual financial documentation around recurring revenues." msgstr "" @@ -18361,75 +18418,75 @@ msgstr "" msgid "An email template in Odoo used to send subscriptions invoicing messages to customers." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:113 +#: ../../content/applications/sales/subscriptions.rst:124 msgid "The `Invoice: Sending` email template is accessible by clicking the :icon:`fa-arrow-right` (:guilabel:`Internal link`) that appears after hovering over the :guilabel:`Invoice Email Template` drop-down field in the :guilabel:`Recurring Plans` form." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:118 +#: ../../content/applications/sales/subscriptions.rst:129 msgid "SELF-SERVICE section" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:120 +#: ../../content/applications/sales/subscriptions.rst:131 msgid "The following optional fields enable customers to take administrative actions on their own subscriptions. Enabling any of these options may decrease customer service request volume or increase customer lifetime value (LTV)." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:124 +#: ../../content/applications/sales/subscriptions.rst:135 msgid ":guilabel:`Closable`: checking this box will give customers the power to close their own subscriptions. Consider enabling this option to reduce customer service requests and improve the overall customer experience; customers that can manage their own subscriptions in this way helps offload tedious tasks for sales and support teams, and reduces the likelihood of negative reviews." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:130 +#: ../../content/applications/sales/subscriptions.rst:141 msgid "Although this option is generally advisable to enable, sales teams with strong customer offboarding processes may consider leaving this option unchecked in order to force an interaction that might save the subscription or a different form of recurring revenue (such as in the case of a lesser subscription or a new trial period with an alternative plan)." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:135 +#: ../../content/applications/sales/subscriptions.rst:146 msgid ":guilabel:`Add Products`: allows customers to add new products or edit existing product quantities to their recurring sales orders, thereby enabling customer-driven upselling. When enabled, :doc:`Upsell quotations ` are generated in Odoo whenever a customer performs a quantitative adjustment on their sales order product lines." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:140 +#: ../../content/applications/sales/subscriptions.rst:151 msgid ":guilabel:`Renew`: enabling this allows customers to manually create a :doc:`Renewal quotation ` for their subscription." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:142 +#: ../../content/applications/sales/subscriptions.rst:153 msgid ":guilabel:`Optional Plans`: adding values here from the drop-down field menu enables customers to switch their subscription plans, in which case a new subscription quotation or renewal quote is created to accommodate the change request." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:147 +#: ../../content/applications/sales/subscriptions.rst:158 msgid "Pricing tab" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:149 +#: ../../content/applications/sales/subscriptions.rst:160 msgid "Make product-specific pricing adjustments, as part of the recurring plan, by adding them to the :guilabel:`Pricing` tab order lines. Sequentially add the :guilabel:`Products`, along with any respective :guilabel:`Product Variants`, and then assign a :guilabel:`Pricelist` (if available) and a :guilabel:`Recurring Price`." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:155 +#: ../../content/applications/sales/subscriptions.rst:166 msgid "Price rules that are added here take precedent over the default pricing information on the subscription product's form. This is meant to accommodate deals, discounts, and similar pricing adjustment strategies that would incentivize customers to purchase the recurring plan." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:160 +#: ../../content/applications/sales/subscriptions.rst:171 msgid "Smart buttons" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:162 +#: ../../content/applications/sales/subscriptions.rst:173 msgid "At the top of the individual :guilabel:`Recurring Plans` form, are two smart buttons to aid in navigating the recurring revenue sources attached to the plan:" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:165 +#: ../../content/applications/sales/subscriptions.rst:176 msgid ":guilabel:`Subscriptions`: shows the number of active subscriptions sales orders that fall under the recurring plan. Clicking the button leads to a tabled list view, where each row hyperlinks to a respective subscriptions sales order." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:168 +#: ../../content/applications/sales/subscriptions.rst:179 msgid ":guilabel:`Subscription Items`: lists all the individual recurring subscription services that are active, in an itemized fashion. :guilabel:`Subscription` and :guilabel:`Customer` values will repeat if the customer ordered multiple subscriptions on the same sales order." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:173 +#: ../../content/applications/sales/subscriptions.rst:184 msgid "Product form configuration" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:175 +#: ../../content/applications/sales/subscriptions.rst:186 msgid "With recurring plans set up, create a subscription product by navigating to :menuselection:`Subscriptions app --> Products --> Products`, and click either an existing product to edit, or make a new one by clicking :guilabel:`New` to open up the subscription product's form." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:180 +#: ../../content/applications/sales/subscriptions.rst:191 msgid "By default, the :guilabel:`Subscriptions` option is already enabled, prompting Odoo to recognize it as a subscription product. Be sure to leave the :guilabel:`Subscriptions` and :guilabel:`Sales` options enabled." msgstr "" @@ -18437,95 +18494,95 @@ msgstr "" msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:187 +#: ../../content/applications/sales/subscriptions.rst:198 msgid "On the product form, configure the following items in the :guilabel:`General Information` tab so the subscription product will function correctly:" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:190 +#: ../../content/applications/sales/subscriptions.rst:201 msgid ":guilabel:`Product type`: this value is typically set to a :guilabel:`Service`, however other product types may be used depending on the purpose of the subscription (e.g., physical product box subscriptions, eLearning course with supplemental physical goods, etc.)." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:193 +#: ../../content/applications/sales/subscriptions.rst:204 msgid ":doc:`Invoicing policy `: set this value to when the customer should be charged for their subscription." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:195 +#: ../../content/applications/sales/subscriptions.rst:206 msgid ":guilabel:`Unit of Measure`: how the product should be counted in Odoo, for stock purposes. For most subscriptions, the :abbr:`UoM (Unit of Measure)` will be :guilabel:`Units`." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:197 +#: ../../content/applications/sales/subscriptions.rst:208 msgid ":guilabel:`Sales Price`: enter the recurring cost of the subscription that the customer will pay per recurrence period." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:200 +#: ../../content/applications/sales/subscriptions.rst:211 msgid "Optionally set up information on the:" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:202 +#: ../../content/applications/sales/subscriptions.rst:213 msgid ":guilabel:`Create on Order` field: this enables secondary actions in Odoo such as creating a new :guilabel:`Task` in a chosen :guilabel:`Project` :icon:`fa-building-o`, :guilabel:`Event Registration` or :guilabel:`Course Access`. If none of the selectable actions in this field's drop-down menu are needed, then choose :guilabel:`Nothing` for the field' value." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:206 +#: ../../content/applications/sales/subscriptions.rst:217 msgid ":doc:`Attributes & Variants ` tab if the subscription contains multiple choices for customers (i.e. food delivery, tailored fashion boxes, etc.)." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:208 +#: ../../content/applications/sales/subscriptions.rst:219 msgid ":guilabel:`Purchase` tab if the product is sourced from a vendor, such as part of reseller (retail) or subcontracting operations." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:211 +#: ../../content/applications/sales/subscriptions.rst:222 msgid "In the :guilabel:`Recurring Prices` tab, clarify the pricing options for the subscription. For each option available, click :guilabel:`Add a price rule` to add a new row." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:215 +#: ../../content/applications/sales/subscriptions.rst:226 msgid "Longer time :guilabel:`Recurring Plan` time periods are typically incentivized with cost savings. Consider dropping the total :guilabel:`Recurring Price` values to offer customers a discount while supporting the business's financial runway." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:219 +#: ../../content/applications/sales/subscriptions.rst:230 msgid "Last, if the subscription is meant to be sold on the **eCommerce** website, click the :icon:`fa-globe` :menuselection:`Go To Website` smart button and in the product page header, click the gray slider from :guilabel:`Unpublished` to the green :guilabel:`Published` status." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:226 +#: ../../content/applications/sales/subscriptions.rst:237 msgid "Create a subscriptions quotation" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:228 +#: ../../content/applications/sales/subscriptions.rst:239 msgid "Manually create a new customer subscription by navigating to either the :menuselection:`Sales` or :menuselection:`Subscriptions` app dashboards, and then clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:232 +#: ../../content/applications/sales/subscriptions.rst:243 msgid "Products that have been marked as :guilabel:`Subscriptions` on their product forms, and are also sold on the **eCommerce** website will *automatically* create and confirm subscription quotations in the backend of Odoo." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:237 +#: ../../content/applications/sales/subscriptions.rst:248 msgid "Sales orders with a defined recurring plan automatically become subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:239 +#: ../../content/applications/sales/subscriptions.rst:250 msgid "On the quotation form, fill in the necessary fields such as :guilabel:`Customer` and :guilabel:`Recurring Plan`, as well as the :guilabel:`Order Lines` tab." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:242 +#: ../../content/applications/sales/subscriptions.rst:253 msgid "Optionally, specify a:" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:244 +#: ../../content/applications/sales/subscriptions.rst:255 msgid ":doc:`Quotation Template `, if one is readily available to help populate the form fields." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:246 +#: ../../content/applications/sales/subscriptions.rst:257 msgid ":guilabel:`Expiration` date, to indicate when the subscription offer is no longer valid." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:249 +#: ../../content/applications/sales/subscriptions.rst:260 msgid "Expiration dates pair well with :doc:`discounts ` to incentivize faster purchases, since the discount will expire with the quotation if it's not turned into a sales order within the specified date range." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:253 +#: ../../content/applications/sales/subscriptions.rst:264 msgid ":doc:`Pricelist `, if one is available and appropriate to use (i.e., summer sale discount, VIP customer, etc.)." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:255 +#: ../../content/applications/sales/subscriptions.rst:266 msgid ":guilabel:`Payment Terms`, to set a specified time window for when the subscription must be paid. This is not to be confused for when the quotation is *confirmed* and becomes a sales order, to where, payment may then be obtained immediately or within a certain amount of days, weeks, months, etc." msgstr "" @@ -18533,31 +18590,31 @@ msgstr "" msgid "A completed example of a new subscription quotation in Odoo." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:264 +#: ../../content/applications/sales/subscriptions.rst:275 msgid "Define different invoice and delivery addresses by enabling the :doc:`Customer Addresses ` feature." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:270 +#: ../../content/applications/sales/subscriptions.rst:281 msgid "Confirmation" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:272 +#: ../../content/applications/sales/subscriptions.rst:283 msgid "Send the quotation to the customer for confirmation by clicking on :guilabel:`Send By Email`, or confirm it immediately by clicking on :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:276 +#: ../../content/applications/sales/subscriptions.rst:287 msgid "Click on :guilabel:`Preview` to preview the customer portal where the customer can view their quotation, sign and pay it, and communicate with you." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:279 +#: ../../content/applications/sales/subscriptions.rst:290 msgid "If an :guilabel:`Online signature` or :guilabel:`Online payment` is required to confirm the quotation, set the checkboxes next to either (or both) of these labels in the :guilabel:`Other Info` tab, under the :guilabel:`SALES` section." msgstr "" -#: ../../content/applications/sales/subscriptions.rst:284 +#: ../../content/applications/sales/subscriptions.rst:295 msgid ":doc:`/applications/finance/accounting/payments/online`" msgstr "" -#: ../../content/applications/sales/subscriptions.rst:285 +#: ../../content/applications/sales/subscriptions.rst:296 msgid ":doc:`Payment providers and payment methods `" msgstr "" @@ -18795,7 +18852,7 @@ msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166 #: ../../content/applications/sales/subscriptions/closing.rst:103 -#: ../../content/applications/sales/subscriptions/renewals.rst:128 +#: ../../content/applications/sales/subscriptions/renewals.rst:93 #: ../../content/applications/sales/subscriptions/reports.rst:403 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:195 #: ../../content/applications/sales/subscriptions/upselling.rst:107 @@ -18955,132 +19012,95 @@ msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 -msgid "The foundation of any subscription business model is recurring payments. This is when customers reliably pay a regular amount at specific intervals, in exchange for access to a subscription product or service." +msgid "Subscription renewal is the process customers follow when they willingly choose to continue a subscription product or service. Subscribers go through the renewal process at different intervals -- weekly, monthly, annually, etc. -- depending on the duration of the agreed-upon contract. Most companies that offer subscriptions prefer to automate the renewal process for customers. However, manual subscription renewals are still used in some cases." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:9 -msgid "Subscription renewal is the process customers follow when they willingly choose to continue participating in, and paying for, a subscription product or service." +#: ../../content/applications/sales/subscriptions/renewals.rst:11 +msgid "With the Odoo **Subscriptions** application, a company can manage all of its subscriptions in one place. Renewals can be processed automatically or manually, include additional products or upsells per renewal order, and be filtered in batch views to locate customers who need to renew their subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:12 -msgid "Subscribers experience the renewal process at different intervals -- weekly, monthly, annually, etc. -- depending on the duration of the agreed-upon contract." +#: ../../content/applications/sales/subscriptions/renewals.rst:17 +msgid "Create a renewal manually" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:15 -msgid "Most companies that offer subscriptions prefer to automate the renewal process for customers. However, manual subscription renewals are still used in some cases." +#: ../../content/applications/sales/subscriptions/renewals.rst:19 +msgid "In order to create a renewal quotation, there are certain prerequisites that a subscription must meet." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:18 -msgid "With the Odoo **Subscriptions** application, a company can manage all of its subscriptions in one place. Renewals can be processed automatically, or manually, include additional products or upsells per renewal order, and be filtered in batch views to quickly locate customers who need to renew their subscriptions." +#: ../../content/applications/sales/subscriptions/renewals.rst:22 +msgid "A quotation with a subscription product must be confirmed." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:24 -msgid "Subscription renewals" +#: ../../content/applications/sales/subscriptions/renewals.rst:23 +msgid "A configured *recurring plan* must be selected." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:26 -msgid "In order to renew a subscription, a quotation with a subscription product **must** be confirmed, with a configured *Recurring Plan* selected." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:29 -msgid "To open a subscription quotation, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`, and select the desired quotation from the list. Or, create a new one by clicking :guilabel:`New` to open a new quotation form." +#: ../../content/applications/sales/subscriptions/renewals.rst:24 +msgid "Payment from the customer for the initial subscription must be invoiced and registered." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:34 -msgid "Only a singular product is required." +#: ../../content/applications/sales/subscriptions/renewals.rst:26 +msgid "To check if an existing subscription quotation meets the prerequisites, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations` and select the desired quotation from the list. Properly configured subscriptions show as being in the :guilabel:`Sales Order` stage, have an :guilabel:`In Progress` tag, and have the :guilabel:`Renew` button in the row of buttons directly above the order form." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:35 -msgid "A subscription service counts as a product, as it is considered a recurring product." +#: ../../content/applications/sales/subscriptions/renewals.rst:-1 +msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:37 -msgid "Subscription quotations **must** be confirmed, and payment from the customer for the initial subscription **must** be invoiced and registered in order to successfully open a *Renewal Quotation*." +#: ../../content/applications/sales/subscriptions/renewals.rst:36 +msgid "When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new renewal quotation, complete with a :guilabel:`Renewal Quotation` tag. Important reference information like the start date and next invoice date are automatically added to the renewal quotation's chatter." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:42 -msgid "For more information on the above process of confirming quotations and invoicing payments, see: - :doc:`../sales/sales_quotations/create_quotations` - :doc:`../sales/sales_quotations/get_paid_to_validate`" +#: ../../content/applications/sales/subscriptions/renewals.rst:40 +msgid "From here, follow the standard sales flow to :ref:`confirm the quotation `, :doc:`invoice the order <../../sales/sales/invoicing/invoicing_policy>`, and :ref:`register payment `." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:47 -msgid "Once the payment from the subscription quotation is confirmed, the quotation turns into a sales order. An :guilabel:`In Progress` tag is applied to the sales order form, and a series of buttons also appear at the top of the sales order, including a :guilabel:`Renew` button." +#: ../../content/applications/sales/subscriptions/renewals.rst:45 +msgid "Once the renewal quotation is confirmed, it becomes a sales order and a :icon:`fa-usd` :guilabel:`Sales History` smart button appears at the top of the page. When the :icon:`fa-usd` :guilabel:`Sales History` smart button is clicked, Odoo loads a new page showcasing the different sales orders attached to this subscription, along with their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:-1 -msgid "Renew button on subscription sales order with Odoo Subscriptions." +msgid "Renewal quotation in the Odoo Subscriptions application." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:55 -msgid "When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." +#: ../../content/applications/sales/subscriptions/renewals.rst:56 +msgid "On rare occasions, automatic payments can fail to register properly, which results in a :guilabel:`Payment Failure` tag on the sales order and the :guilabel:`Contract in exception` checkbox being automatically ticked in the :guilabel:`Subscription` section of the sales order's :guilabel:`Other Info` tab." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:-1 -#: ../../content/applications/sales/subscriptions/renewals.rst:-1 -msgid "Renewal quotation in the Odoo Subscriptions application." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:62 -msgid "From here, a standard sales flow can occur to confirm the quotation. This typically begins by clicking :guilabel:`Send by Email`, which sends a copy of the quotation to the customer, by email, for them to confirm, and eventually, pay for." +#: ../../content/applications/sales/subscriptions/renewals.rst:61 +msgid "Being marked :guilabel:`Contract in exception` prevents scheduled actions from running, which keeps the system from accidentally double-charging the customer if the automatic payment actually went through. Because the status of the payment failed to register with the system, users must manually check if the payment has been made before automatic payments and other scheduled actions can resume." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:67 -msgid "In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that this subscription is the renewal of the subscription from the original sales order." +msgid "To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`. Click into the desired subscription, then check the Chatter to see if the payment was made." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:70 -msgid "Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales order, and a :guilabel:`Sales History` smart button appears at the top of the page." +msgid "If the payment *was not* made, first enter :doc:`developer mode <../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`. Reload the sales order and confirm that the :guilabel:`Payment Failure` tag is gone." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:-1 -msgid "Sales History smart button in the Odoo Subscriptions application." +#: ../../content/applications/sales/subscriptions/renewals.rst:75 +msgid "If the payment *was* made, a new invoice must be made and posted manually. This automatically updates the next invoice date of the subscription. Once the invoice is created, enter :doc:`developer mode <../../general/developer_mode>` and navigate to the new sales order. Click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`. Reload the sales order and confirm that the :guilabel:`Payment Failure` tag is gone." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:77 -msgid "When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page, showcasing the different sales orders attached to this subscription, along with their individual :guilabel:`Subscription Status`." +#: ../../content/applications/sales/subscriptions/renewals.rst:0 +msgid "The contract in exception option selected with the payment failure tag shown." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:85 -msgid "Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an :guilabel:`MRR` smart button also appears at the top of the sales order." +msgid "The :guilabel:`Contract in exception` option selected with the :guilabel:`Payment Failure` tag shown." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:-1 -msgid "MRR smart button in the Odoo Subscriptions application." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:92 -msgid "When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the monthly recurring revenue related to this specific subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:96 -msgid "On rare occasions, automatic payment can fail, which results in a *Payment Failure* tag on the top-right of the sales order, if there is an error in the payment method." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:99 -msgid "This is done to prevent the system from charging the customer again the next time a scheduled action is run. Because the status of the payment is unknown, Odoo requests a manual operation to check if the payment has been made, before the payment can be used again." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:103 -msgid "To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`. Click into the desired subscription, then check the *Chatter* to see if the payment was made." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:106 -msgid "If the payment was **not** made, first enter :doc:`debug mode <../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`. Reload the sales order, and the :guilabel:`Payment Failure` tag is gone." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:110 -msgid "If the payment **was** made, a new invoice must be made and posted manually. This automatically updates the next invoice date of the subscription. Once created, enter :doc:`debug mode <../../general/developer_mode>`, and navigate to the new sales order. Click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`. Reload the sales order, and the :guilabel:`Payment Failure` tag is gone." -msgstr "" - -#: ../../content/applications/sales/subscriptions/renewals.rst:0 -msgid "The \"contract in exception\" option selected with the \"payment failure\" tag shown." +#: ../../content/applications/sales/subscriptions/renewals.rst:88 +msgid "In both cases, once the :guilabel:`Contract in exception` checkbox is no longer ticked, Odoo handles renewals automatically again. If the subscription remains in :guilabel:`Payment Failure`, it is ignored by Odoo until the sales order is closed." msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:120 -msgid "The :guilabel:`contract in exception`` option selected with the :guilabel:`payment failure` tag shown." +#: ../../content/applications/sales/subscriptions/renewals.rst:94 +msgid ":doc:`../sales/sales_quotations/create_quotations`" msgstr "" -#: ../../content/applications/sales/subscriptions/renewals.rst:123 -msgid "In both cases, once the :guilabel:`Contract in exception` option is no longer selected, Odoo handles renewals automatically again. If the subscription remains in *payment failure*, it is skipped by Odoo until the sales order is closed." +#: ../../content/applications/sales/subscriptions/renewals.rst:95 +msgid ":doc:`../sales/sales_quotations/get_paid_to_validate`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 diff --git a/locale/sources/services.pot b/locale/sources/services.pot index 8e9deda939..174749b8fa 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: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" diff --git a/locale/sources/settings.pot b/locale/sources/settings.pot deleted file mode 100644 index e44e29acd7..0000000000 --- a/locale/sources/settings.pot +++ /dev/null @@ -1,134 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" -"Last-Translator: FULL NAME \n" -"Language-Team: LANGUAGE \n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "As the administrator of your database, you are responsible for its usage. This includes the Apps you install as well as the number of users currently in use." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) but it is *not* a smartphone. You should apply caution when adding/removing features (especially Apps) on your database since this may impact your subscription amount significantly (or switch you from a free account to a paying one on our online platform)." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "This page contains some information as to how you can manage your Odoo instances. Before carrying any of these procedures, we **strongly** advise to test them on a duplicate of your database first. That way, if something goes wrong, your day-to-day business is not impacted." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "You can find guides on how to duplicate your databases both for :ref:`online ` and :ref:`on premise ` installations." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "If you have questions about the content of this page or if you encounter an issue while carrying out these procedures, please contact us through our `support form `__." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "Make sure you have sufficient **administrative rights** if you want to change the status of any of your users." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "In your Odoo instance, click on **Settings**. You will have a section showing you the active users on your database. Click on **Manage Users.**" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "The pre-selected filter *Internal Users* shows your paying users (different from the *Portal Users* which are free). If you remove this filter, you'll get all your users (the ones you pay for and the portal ones)" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "In your list of users, click on the user you want to deactivate. As soon as you are on the userform, click on the Action drop down menu, and then click on Archive." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "Make sure you first test what you are about to do on a :ref:`duplicate ` of your database before making any changes (*especially* installing/uninstalling apps)." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "In your Odoo instance click on **Settings**; in this app, you will be able to see how many applications you have installed. Click on **Browse Apps** to access the list of your installed applications." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "In your applications' dashboard, you will see all the icons of your applications. Click on the application you want to uninstall. Then, on the form of the application, click on **Uninstall**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "Some applications have dependencies, like Invoicing, eCommerce, etc. Therefore, the system will give you a warning message to advise you of what is about to be removed. If you uninstall your application, all its dependencies will be uninstalled as well (and the data in them will permanently disappear). If you are sure you still want to uninstall it, then click **Confirm**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "**Uninstalling apps, managing users, etc. is up to you**: no one else can know if your business flow is broken better than you. If we were to uninstall applications for you, we would never be able to tell if relevant data had been removed or if one of your business flow was broken because we *do not know how you work* and therefore cannot validate these kinds of operations." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "**Odoo Apps have dependencies**: this means that you may need to install modules that you do not actively use to access some features of Odoo you might need. For example, the Website Builder app is needed to be able to show your customer their Quotes in a web page. Even though you might not need or use the Website itself, it is needed for the Online Quotes feature to work properly." -msgstr "" - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "**Always test app installation/removal on a duplicate** (or on a free trial database): that way you can know what other apps may be required, etc. This will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" diff --git a/locale/sources/studio.pot b/locale/sources/studio.pot index d60cbe7fca..95f3afe389 100644 --- a/locale/sources/studio.pot +++ b/locale/sources/studio.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index bc6813967b..9302a12174 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: 2025-09-29 07:50+0000\n" +"POT-Creation-Date: 2025-10-17 08:58+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -322,62 +322,58 @@ msgid "Removing the ability to add products to the cart is often used by busines msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:56 -msgid "To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Products` section, tick :guilabel:`Prevent Sale of Zero Priced Product`. A new :guilabel:`Button url` field appears to enter a redirect URL." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout.rst:60 -msgid "Then, for all products that should display the :guilabel:`Contact Us` button, set their price to `0` using the product form or a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>`." +msgid "To display the :guilabel:`Contact Us` button and a note saying `Not Available For Sale` , you need to :ref:`hide your prices ` on your product page." msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:-1 msgid "Contact us button on product page" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:67 +#: ../../content/applications/websites/ecommerce/checkout.rst:63 msgid "The :guilabel:`Contact Us` button label, URL, and the *Not Available For Sale* text beneath the product title and description can be modified on the product's page while in :guilabel:`Edit` mode." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:72 +#: ../../content/applications/websites/ecommerce/checkout.rst:68 msgid "Additional add to cart buttons" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:74 +#: ../../content/applications/websites/ecommerce/checkout.rst:70 msgid "You can add additional :guilabel:`Add to Cart` buttons and link them to specific products on any website page." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:77 +#: ../../content/applications/websites/ecommerce/checkout.rst:73 msgid "To add them, open the website editor and place the :guilabel:`Add to Cart Button` inner content building block. Once placed, click the button, scroll to the :guilabel:`Add to Cart Button` section, and configure the following:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:81 +#: ../../content/applications/websites/ecommerce/checkout.rst:77 msgid ":guilabel:`Product`: Select the product to link the button with." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:82 +#: ../../content/applications/websites/ecommerce/checkout.rst:78 msgid ":guilabel:`Action`: Choose if it should be an :guilabel:`Add to Cart` or :ref:`Buy Now ` button." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:86 +#: ../../content/applications/websites/ecommerce/checkout.rst:82 msgid "If the product has variants, either choose one or leave the option on :guilabel:`Visitor's Choice`, which prompts the customer to select a variant and then to :guilabel:`Proceed to Checkout` or :guilabel:`Continue Shopping`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:89 +#: ../../content/applications/websites/ecommerce/checkout.rst:85 msgid "The default :guilabel:`Add to Cart` button does not offer those options, but its label can be changed." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:93 +#: ../../content/applications/websites/ecommerce/checkout.rst:89 msgid "While in :guilabel:`Edit` mode, it is also possible to show or hide the :icon:`fa-shopping-cart` (:guilabel:`cart`) icon in the page's header. Click the header and then the :icon:`fa-shopping-cart` (:guilabel:`cart`) button next to the :guilabel:`Show Empty` option under the :guilabel:`Customize` tab." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:101 +#: ../../content/applications/websites/ecommerce/checkout.rst:97 msgid "Buy now" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:103 +#: ../../content/applications/websites/ecommerce/checkout.rst:99 msgid "To let customers choose to go to the :ref:`review order ` step directly, you can add an additional :guilabel:`Buy now` button. To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, tick the :guilabel:`Buy Now` feature." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:109 +#: ../../content/applications/websites/ecommerce/checkout.rst:105 msgid "Alternatively, enable the feature by going to any product's page while in :guilabel:`Edit` mode and, in the :guilabel:`Customize` tab, clicking the :icon:`fa-bolt` :guilabel:`Buy Now` button next to the :guilabel:`Cart` options." msgstr "" @@ -385,11 +381,11 @@ msgstr "" msgid "Buy now button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:119 +#: ../../content/applications/websites/ecommerce/checkout.rst:115 msgid "Re-order from portal" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:121 +#: ../../content/applications/websites/ecommerce/checkout.rst:117 msgid "You can let customers re-order items from previous sales orders from their customer portal using the :guilabel:`Order Again` button. To add it, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, tick the :guilabel:`Re-order From Portal` feature." msgstr "" @@ -397,212 +393,212 @@ msgstr "" msgid "Re-order button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:132 +#: ../../content/applications/websites/ecommerce/checkout.rst:128 msgid "Checkout policy" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:134 +#: ../../content/applications/websites/ecommerce/checkout.rst:130 msgid "To allow customers to checkout as guests or force them to sign in/create an account, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Checkout Process` section, and configure the :guilabel:`Sign in/up at checkout` setting. The following options are available:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:139 +#: ../../content/applications/websites/ecommerce/checkout.rst:135 msgid ":guilabel:`Optional`: Customers can check out as guests and register later via the order confirmation email to track their order." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:141 +#: ../../content/applications/websites/ecommerce/checkout.rst:137 msgid ":guilabel:`Disabled (buy as guest)`: Customers can checkout as guests without creating an account." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:142 +#: ../../content/applications/websites/ecommerce/checkout.rst:138 msgid ":guilabel:`Mandatory (no guest checkout)`: Customers must sign in or create an account at the :ref:`Review Order ` step to complete their purchase." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:146 +#: ../../content/applications/websites/ecommerce/checkout.rst:142 msgid "B2B access management" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:148 +#: ../../content/applications/websites/ecommerce/checkout.rst:144 msgid "To restrict checkout to selected B2B customers:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:150 +#: ../../content/applications/websites/ecommerce/checkout.rst:146 msgid "Go to :menuselection:`Website --> Configuration --> Settings`, and in the :guilabel:`Shop - Checkout Process` section, enable the :ref:`Mandatory (no guest checkout) ` option." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:153 +#: ../../content/applications/websites/ecommerce/checkout.rst:149 msgid "Scroll down to the :guilabel:`Privacy` section, go to :guilabel:`Customer Account`, and select :guilabel:`On invitation`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:155 +#: ../../content/applications/websites/ecommerce/checkout.rst:151 msgid "Go to :menuselection:`Website --> eCommerce --> Customers`, switch to the :guilabel:`List` view, and select the customers you wish to grant access to your :doc:`portal <../../general/users/portal>`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:158 +#: ../../content/applications/websites/ecommerce/checkout.rst:154 msgid "Click the :icon:`fa-cog` :guilabel:`Actions` button, then :guilabel:`Grant portal access`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:159 +#: ../../content/applications/websites/ecommerce/checkout.rst:155 msgid "Review the selected customers in the :guilabel:`Portal Access Management` pop-up and click :guilabel:`Grant Access`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:162 +#: ../../content/applications/websites/ecommerce/checkout.rst:158 msgid "Once done, the relevant customers receive an email confirming their account creation, including instructions on setting a password and activating their account." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:166 +#: ../../content/applications/websites/ecommerce/checkout.rst:162 msgid "You can revoke access or re-invite a customer using the related buttons in the :guilabel:`Portal Access Management` pop-up." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:168 +#: ../../content/applications/websites/ecommerce/checkout.rst:164 msgid "Users can only have one :doc:`portal access <../../general/users/portal>` per email." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:169 +#: ../../content/applications/websites/ecommerce/checkout.rst:165 msgid "Settings are website-specific, so you could set up a B2C website that allows guest checkout and a B2B website with mandatory sign-in." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:173 +#: ../../content/applications/websites/ecommerce/checkout.rst:169 msgid ":doc:`Customer accounts documentation `" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:174 +#: ../../content/applications/websites/ecommerce/checkout.rst:170 msgid ":doc:`Portal access documentation <../../general/users/portal>`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:179 +#: ../../content/applications/websites/ecommerce/checkout.rst:175 msgid "Checkout steps" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:181 +#: ../../content/applications/websites/ecommerce/checkout.rst:177 msgid "During the checkout process, customers are taken through the following steps:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:183 +#: ../../content/applications/websites/ecommerce/checkout.rst:179 msgid ":ref:`Review order `" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:184 +#: ../../content/applications/websites/ecommerce/checkout.rst:180 msgid ":ref:`Delivery `" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:185 +#: ../../content/applications/websites/ecommerce/checkout.rst:181 msgid ":ref:`Extra info (if enabled) `" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:186 +#: ../../content/applications/websites/ecommerce/checkout.rst:182 msgid ":ref:`Payment `" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:187 +#: ../../content/applications/websites/ecommerce/checkout.rst:183 msgid ":ref:`Order confirmation `" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:191 +#: ../../content/applications/websites/ecommerce/checkout.rst:187 msgid "Each step can be customized using the website editor by adding :doc:`building blocks <../website/web_design/building_blocks>` or opening the :guilabel:`Customize` tab to enable various checkout options." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:196 +#: ../../content/applications/websites/ecommerce/checkout.rst:192 msgid "Content added through building blocks is **specific** to each step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:201 +#: ../../content/applications/websites/ecommerce/checkout.rst:197 msgid "Review order" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:203 +#: ../../content/applications/websites/ecommerce/checkout.rst:199 msgid "The :guilabel:`Review Order` step allows customers to see the items they added to their cart, adjust quantities, or :guilabel:`Remove` products. Information related to the product prices and taxes applied are also displayed. Customers can then click the :guilabel:`Checkout` button to continue to the :ref:`Delivery ` step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:208 +#: ../../content/applications/websites/ecommerce/checkout.rst:204 msgid "Open the website editor to :ref:`enable ` checkout options such as:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:211 +#: ../../content/applications/websites/ecommerce/checkout.rst:207 msgid ":guilabel:`Suggested Accessories`: to showcase :ref:`accessory products `;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:213 +#: ../../content/applications/websites/ecommerce/checkout.rst:209 msgid ":guilabel:`Promo Code`: to allow customers to redeem :ref:`gift cards ` or apply :doc:`discount codes <../../sales/sales/products_prices/loyalty_discount>`;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:215 +#: ../../content/applications/websites/ecommerce/checkout.rst:211 msgid ":guilabel:`Add to Wishlist`: :ref:`Enable wishlists ` to allow signed-in users to remove a product from their cart and add it to their wishlist using the :guilabel:`Save for later` option." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:220 +#: ../../content/applications/websites/ecommerce/checkout.rst:216 msgid "If a :doc:`fiscal position <../../finance/accounting/taxes/fiscal_positions>` is detected automatically, the product tax is determined based on the customer's IP address." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:222 +#: ../../content/applications/websites/ecommerce/checkout.rst:218 msgid "If the installed :doc:`payment provider <../../finance/payment_providers>` supports :ref:`express checkout `, a dedicated button is displayed, allowing customers to go straight from the cart to the confirmation page without filling out the contact form." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:230 +#: ../../content/applications/websites/ecommerce/checkout.rst:226 #: ../../content/applications/websites/ecommerce/shipping.rst:3 msgid "Delivery" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:232 +#: ../../content/applications/websites/ecommerce/checkout.rst:228 msgid "Once they have reviewed their order:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:234 +#: ../../content/applications/websites/ecommerce/checkout.rst:230 msgid "Unsigned-in customers are prompted to :guilabel:`Sign in` or enter their :guilabel:`Email address`, along with their delivery address and phone details;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:236 +#: ../../content/applications/websites/ecommerce/checkout.rst:232 msgid "Signed-in customers can select the appropriate :guilabel:`Delivery address`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:238 +#: ../../content/applications/websites/ecommerce/checkout.rst:234 msgid "They can then :doc:`choose a delivery method `, select or enter their :guilabel:`Billing Address` (or toggle the :guilabel:`Same as delivery address` switch if the billing and delivery addresses are identical), and click :guilabel:`Confirm` to proceed to the next step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:243 +#: ../../content/applications/websites/ecommerce/checkout.rst:239 msgid "For B2B customers, you can also :ref:`enable ` optional :guilabel:`VAT` and :guilabel:`Company name` fields by toggling the :guilabel:`Show B2B Fields` option in the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:246 +#: ../../content/applications/websites/ecommerce/checkout.rst:242 msgid "You can add a checkbox for users without an account to sign up for a newsletter. To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, enable the :guilabel:`Newsletter` feature and select a :guilabel:`Newsletter List`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:254 +#: ../../content/applications/websites/ecommerce/checkout.rst:250 msgid "Extra info" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:256 +#: ../../content/applications/websites/ecommerce/checkout.rst:252 msgid "You can add an :guilabel:`Extra Info` step in the checkout process to collect additional customer information through an online form, which is then included in the :ref:`sales order `. To do so, :ref:`enable ` the :guilabel:`Extra Step` option in the website editor. The form can be :ref:`customized ` as needed." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:263 +#: ../../content/applications/websites/ecommerce/checkout.rst:259 msgid "Alternatively, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop - Checkout Process` section, enable :guilabel:`Extra Step During Checkout`, and click :guilabel:`Save`. Click :icon:`fa-arrow-right` :guilabel:`Configure Form` to customize it." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:270 +#: ../../content/applications/websites/ecommerce/checkout.rst:266 msgid "Payment" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:272 +#: ../../content/applications/websites/ecommerce/checkout.rst:268 msgid "At the :guilabel:`Payment` step, customers :guilabel:`Choose a payment method`, enter their payment details, and click :guilabel:`Pay now`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:275 +#: ../../content/applications/websites/ecommerce/checkout.rst:271 msgid "You can require customers to agree to your :doc:`terms and conditions <../../finance/accounting/customer_invoices/terms_conditions>` before payment. To :ref:`enable ` this option, go to the website editor and toggle the :guilabel:`Accept Terms & Conditions` feature." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:281 +#: ../../content/applications/websites/ecommerce/checkout.rst:277 msgid "Enable the :ref:`developer mode ` and click the :icon:`fa-bug` (:guilabel:`bug`) icon to display an :ref:`availability ` report for payment providers and payment methods, which helps diagnose potential availability issues on the payment form." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:289 +#: ../../content/applications/websites/ecommerce/checkout.rst:285 msgid "Order confirmation" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:291 +#: ../../content/applications/websites/ecommerce/checkout.rst:287 msgid "The final step of the checkout process is the :guilabel:`Order confirmation`, which provides a summary of the customer's purchase details." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:295 +#: ../../content/applications/websites/ecommerce/checkout.rst:291 msgid ":doc:`Order handling documentation `" msgstr "" @@ -1036,135 +1032,135 @@ msgstr "" msgid "Click the :guilabel:`Go to Website` smart button to return to the frontend product's page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:90 +#: ../../content/applications/websites/ecommerce/products.rst:92 msgid "Product presentation" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:92 +#: ../../content/applications/websites/ecommerce/products.rst:94 msgid "To customize the product presentation on the website, go to the :guilabel:`Shop` and click on the product. Click :guilabel:`Edit` to :ref:`customize ` the page, :ref:`edit its images ` or add :doc:`building blocks <../../websites/website/web_design/building_blocks>`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:98 +#: ../../content/applications/websites/ecommerce/products.rst:100 msgid "When dragging and dropping a building block on the product page, placing it above or below the top or bottom blue lines makes it visible on all product pages." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:100 +#: ../../content/applications/websites/ecommerce/products.rst:102 msgid "You can edit any text on your website by clicking on it while in :guilabel:`Edit` mode." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:102 +#: ../../content/applications/websites/ecommerce/products.rst:104 msgid "Use the :guilabel:`Customize` tab to modify the page layout or add features:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:104 +#: ../../content/applications/websites/ecommerce/products.rst:106 msgid ":guilabel:`Terms and Conditions`: Toggle the switch to display a link to your :doc:`terms and conditions <../../finance/accounting/customer_invoices/terms_conditions>` on the product page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:108 +#: ../../content/applications/websites/ecommerce/products.rst:110 msgid ":guilabel:`Customers`:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:110 +#: ../../content/applications/websites/ecommerce/products.rst:112 msgid ":guilabel:`Rating`: Allow logged-in portal users to submit product reviews by clicking the stars below the product's name and sharing their experience in the :guilabel:`Customer Reviews` section at the bottom. Reviews are visible from the product page using the :icon:`fa-plus` (:guilabel:`plus`) icon next to the :guilabel:`Customer Reviews` heading or from the product form's chatter. To restrict visibility to internal employees, toggle the :guilabel:`Public` switch next to the review comment." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:116 +#: ../../content/applications/websites/ecommerce/products.rst:118 msgid ":guilabel:`Share`: Add social media and email icon buttons allowing customers to share the product through those channels." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:119 +#: ../../content/applications/websites/ecommerce/products.rst:121 msgid ":guilabel:`Select Quantity`: Toggle the switch to allow customers to select the product quantity they want to purchase." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:122 -msgid ":guilabel:`Tax Indication`: Toggle the switch to indicate if the price is :ref:`VAT included or excluded `." +#: ../../content/applications/websites/ecommerce/products.rst:124 +msgid ":guilabel:`Tax Indication`: Toggle the switch to indicate if the price is :ref:`VAT included or excluded `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:125 +#: ../../content/applications/websites/ecommerce/products.rst:127 msgid ":guilabel:`Variants`: Show all possible product :ref:`variants ` vertically as a :guilabel:`Products List` or horizontally as selectable :guilabel:`Options` to compose the variant yourself." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:129 +#: ../../content/applications/websites/ecommerce/products.rst:131 msgid ":guilabel:`Product Tags`: Toggle the switch to display the :guilabel:`Product Template Tags` on the product page and allow customers to filter products using those tags." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:132 +#: ../../content/applications/websites/ecommerce/products.rst:134 msgid ":guilabel:`Cart`:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:134 +#: ../../content/applications/websites/ecommerce/products.rst:136 msgid ":guilabel:`Buy Now`: Add a :icon:`fa-bolt` :guilabel:`Buy Now` option to take the customer to the checkout page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:136 +#: ../../content/applications/websites/ecommerce/products.rst:138 msgid ":guilabel:`Wishlist`: Add an :icon:`fa-heart-o` :guilabel:`Add to wishlist` option allowing logged-in customers to save products in a wishlist." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:138 +#: ../../content/applications/websites/ecommerce/products.rst:140 msgid ":guilabel:`Compare`: Add a :icon:`fa-exchange` :guilabel:`Compare` option, allowing customers to :ref:`compare products ` based on their attributes." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:141 +#: ../../content/applications/websites/ecommerce/products.rst:143 msgid ":guilabel:`Specification`: Select :guilabel:`Bottom of Page` to display a detailed list of the attributes and their values available for the product. This option only works for products with :ref:`variants ` if the :ref:`Product comparison tool ` is enabled in the Website :guilabel:`Settings`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:148 +#: ../../content/applications/websites/ecommerce/products.rst:150 msgid ":guilabel:`Variants`, :icon:`fa-heart-o` :guilabel:`Wishlist`, and :icon:`fa-exchange` :guilabel:`Compare` options must be enabled by going to :menuselection:`Website --> Configuration --> Settings`, in the :guilabel:`Shop - Products` section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:152 +#: ../../content/applications/websites/ecommerce/products.rst:154 msgid "Enabled functions apply to all product pages." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:153 +#: ../../content/applications/websites/ecommerce/products.rst:155 msgid "Products with single values for their attributes do not generate variants but are still displayed in the :guilabel:`Product Specifications`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:159 +#: ../../content/applications/websites/ecommerce/products.rst:161 msgid "Product images and videos" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:161 +#: ../../content/applications/websites/ecommerce/products.rst:163 msgid "To add more media items, such as images and videos, navigate to the :ref:`product form `, then go to the :guilabel:`Sales` tab and click :guilabel:`Add Media` under the :guilabel:`Ecommerce Media` section. In the :guilabel:`Select a media` pop-up window, go to the :guilabel:`Images` tab, select an image, click :guilabel:`Upload an image` or :guilabel:`Add URL`. Or navigate to the :guilabel:`Videos` tab, paste a video URL or embed code. Once done, click :guilabel:`Add`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:168 +#: ../../content/applications/websites/ecommerce/products.rst:170 msgid "To customize the images or videos, go to the ecommerce product page, click :guilabel:`Edit` and select the relevant media. In the :guilabel:`Customize` tab, use the following features:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:171 +#: ../../content/applications/websites/ecommerce/products.rst:173 msgid ":guilabel:`Images Width`: Changes the width of the product images displayed on the page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:172 +#: ../../content/applications/websites/ecommerce/products.rst:174 msgid ":guilabel:`Layout`: The :guilabel:`Carousel` layout allows customers to navigate from one image to the next using the :icon:`fa-angle-left` (:guilabel:`left arrow`) or :icon:`fa-angle-right` (:guilabel:`right arrow`); whereas the :guilabel:`Grid` displays four images in a square layout." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:175 +#: ../../content/applications/websites/ecommerce/products.rst:177 msgid ":guilabel:`Image Zoom`: Select the zoom effect for product images: :guilabel:`Magnifier on hover` :guilabel:`Pop-up on Click`, :guilabel:`Both`, or :guilabel:`None`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:177 +#: ../../content/applications/websites/ecommerce/products.rst:179 msgid ":guilabel:`Thumbnails`: Align thumbnails on the :icon:`fa-long-arrow-left` (:guilabel:`Left`) or at the :icon:`fa-long-arrow-down` (:guilabel:`Bottom`)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:180 +#: ../../content/applications/websites/ecommerce/products.rst:182 msgid ":guilabel:`Main Image`: Click :guilabel:`Replace` to change the product's main image." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:181 +#: ../../content/applications/websites/ecommerce/products.rst:183 msgid ":guilabel:`Extra Images`: :guilabel:`Add` more extra images or videos (including via URL) or :guilabel:`Remove all`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:185 +#: ../../content/applications/websites/ecommerce/products.rst:187 msgid "Images must be in PNG or JPG format and with a minimum size of 1024x1024 to trigger the zoom." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:190 +#: ../../content/applications/websites/ecommerce/products.rst:192 msgid "Products block" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:192 +#: ../../content/applications/websites/ecommerce/products.rst:194 msgid "The :guilabel:`Products` :doc:`building block <../website/web_design/building_blocks>` is used to display a selection of products sold on your website." msgstr "" @@ -1172,90 +1168,90 @@ msgstr "" msgid "Example of a products block" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:198 +#: ../../content/applications/websites/ecommerce/products.rst:200 msgid "By default, the block displays the :guilabel:`Newest Products`. To change which products are shown, go to the :guilabel:`Customize` tab's :guilabel:`Products` section and set the :guilabel:`Filter` field to :guilabel:`Recently Sold Products` or :guilabel:`Recently Viewed Products`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:202 +#: ../../content/applications/websites/ecommerce/products.rst:204 msgid "In addition, it is possible to display products from a specific category only using the :guilabel:`Category` field." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:205 +#: ../../content/applications/websites/ecommerce/products.rst:207 msgid "You can also filter products by :guilabel:`Tags`, include :guilabel:`Variants`, and adjust the display by selecting a different :guilabel:`Template`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:211 +#: ../../content/applications/websites/ecommerce/products.rst:213 msgid "Product variants" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:213 +#: ../../content/applications/websites/ecommerce/products.rst:215 msgid ":doc:`Product variants <../../sales/sales/products_prices/products/variants>` are different versions of the same product, such as various colors or materials, with potential differences in price and availability." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:217 +#: ../../content/applications/websites/ecommerce/products.rst:219 msgid "To configure product variants for a product:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:219 +#: ../../content/applications/websites/ecommerce/products.rst:221 #: ../../content/applications/websites/ecommerce/shipping.rst:104 #: ../../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:220 +#: ../../content/applications/websites/ecommerce/products.rst:222 msgid "Scroll down to the :guilabel:`Shop - Products` section and enable the :guilabel:`Product Variants` feature." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:222 +#: ../../content/applications/websites/ecommerce/products.rst:224 msgid "Access the :ref:`product forms ` and go to the :guilabel:`Attributes & Variants` tab, where you can add attributes and values, allowing customers to configure and select product variants on the product page. For multiple attributes, you can combine them to create specific variants." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:227 +#: ../../content/applications/websites/ecommerce/products.rst:229 msgid "To display or hide an attribute on the :guilabel:`Shop` page and allow visitors to filter them, go to :menuselection:`Website --> eCommerce --> Attributes`, click on the attribute, and select :guilabel:`Visible` or :guilabel:`Hidden` in the :guilabel:`eCommerce Filter Visibility` field." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:232 +#: ../../content/applications/websites/ecommerce/products.rst:234 msgid "To display the product attributes in the :doc:`product catalog `, set the :guilabel:`Attributes` feature to :guilabel:`Left` using the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:234 +#: ../../content/applications/websites/ecommerce/products.rst:236 msgid "To group attributes under the same section when :ref:`comparing products `, go to the :guilabel:`eCommerce Category` field and either select an :doc:`existing category or create a new one <../../websites/ecommerce/products>`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:240 +#: ../../content/applications/websites/ecommerce/products.rst:242 msgid "Two attribute values are needed to make the filter visible." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:243 +#: ../../content/applications/websites/ecommerce/products.rst:245 msgid ":doc:`Product variants <../../sales/sales/products_prices/products/variants>`" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:248 +#: ../../content/applications/websites/ecommerce/products.rst:250 msgid "Digital files" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:250 +#: ../../content/applications/websites/ecommerce/products.rst:252 msgid "You can link digital files like certificates, eBooks, or user manuals to the products. These documents are available :ref:`before payment ` on the product page or in the customer portal :ref:`after checkout `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:255 +#: ../../content/applications/websites/ecommerce/products.rst:257 msgid "To link a digital file to a product, go to the :ref:`product form ` and click the :guilabel:`Documents` smart button. Then, click :guilabel:`Upload` to upload a file directly, or for additional options, click :guilabel:`New`, then :guilabel:`Upload your file`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:260 +#: ../../content/applications/websites/ecommerce/products.rst:262 msgid "You can link a URL instead of a digital file. To do so, click :guilabel:`New`, go to the :guilabel:`Type` field, and select :guilabel:`URL`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:262 +#: ../../content/applications/websites/ecommerce/products.rst:264 msgid "To edit an existing file, click the :icon:`fa-ellipsis-v` (:guilabel:`dropdown menu`) in the top-right corner of the document card and click :guilabel:`Edit`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:268 +#: ../../content/applications/websites/ecommerce/products.rst:270 msgid "Digital files available before payment" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:270 +#: ../../content/applications/websites/ecommerce/products.rst:272 msgid "To make the file available on the product page (before payment), leave the :guilabel:`Visibility` field blank and toggle the :guilabel:`Show on product page` switch." msgstr "" @@ -1263,103 +1259,103 @@ msgstr "" msgid "digital file available before payment on the product page" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:279 +#: ../../content/applications/websites/ecommerce/products.rst:281 msgid "Digital files available after payment" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:281 +#: ../../content/applications/websites/ecommerce/products.rst:283 msgid "To make the file available (after payment), set the :guilabel:`Visibility` field to :guilabel:`Confirmed order` and turn off the :guilabel:`Show on product page` switch." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:287 +#: ../../content/applications/websites/ecommerce/products.rst:289 msgid "Translation" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:289 +#: ../../content/applications/websites/ecommerce/products.rst:291 msgid "If multiple languages are available on your website, you can translate a product's information directly on the :ref:`product form `. Fields that support multiple languages are identifiable by their abbreviation language (e.g., EN) next to their field." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:293 +#: ../../content/applications/websites/ecommerce/products.rst:295 msgid "The eCommerce-related fields to translate are:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:295 +#: ../../content/applications/websites/ecommerce/products.rst:297 msgid ":guilabel:`Product name`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:296 +#: ../../content/applications/websites/ecommerce/products.rst:298 msgid ":guilabel:`Out-of-Stock Message` (under the :guilabel:`Sales` tab)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:297 +#: ../../content/applications/websites/ecommerce/products.rst:299 msgid ":guilabel:`Sales Description` (under the :guilabel:`Sales` tab)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:300 +#: ../../content/applications/websites/ecommerce/products.rst:302 msgid "Having untranslated content on a web page may be detrimental to the user experience and :doc:`SEO <../../websites/website/structure/seo>`. You can use the :doc:`Translate <../website/configuration/translate>` feature to translate the page's content." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:303 +#: ../../content/applications/websites/ecommerce/products.rst:305 msgid "To check the language(s) of your website, go to :menuselection:`Website --> Configuration --> Settings` and go to the :guilabel:`Website Info` section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:309 +#: ../../content/applications/websites/ecommerce/products.rst:311 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:311 +#: ../../content/applications/websites/ecommerce/products.rst:313 msgid "To set the product's website availability, navigate to the :ref:`product form `, go to the :guilabel:`Sales` tab, and in the :guilabel:`eCommerce shop` section, select the :guilabel:`Website` you wish the product to be available on. Leave the field blank to make the product available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:317 +#: ../../content/applications/websites/ecommerce/products.rst:319 msgid "You can make a product available on either *one* website or *all* websites, but selecting only *some* websites is not possible." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:323 +#: ../../content/applications/websites/ecommerce/products.rst:325 msgid "Stock management" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:325 +#: ../../content/applications/websites/ecommerce/products.rst:327 msgid "To enable and configure inventory management options, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section and the :guilabel:`Inventory Defaults` sub-section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:330 +#: ../../content/applications/websites/ecommerce/products.rst:332 msgid "The **Inventory** app must be installed to see the inventory management options." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:331 +#: ../../content/applications/websites/ecommerce/products.rst:333 msgid "To display the stock level on the product page, the :guilabel:`Product Type` field must be set to :guilabel:`Storable` in the :ref:`product form `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:335 +#: ../../content/applications/websites/ecommerce/products.rst:337 msgid "Inventory" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:337 +#: ../../content/applications/websites/ecommerce/products.rst:339 msgid "In the :guilabel:`Inventory Defaults` sub-section, fill in those fields:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:339 +#: ../../content/applications/websites/ecommerce/products.rst:341 msgid ":doc:`Warehouse <../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:340 +#: ../../content/applications/websites/ecommerce/products.rst:342 msgid ":guilabel:`Out-of-Stock`: Enable :guilabel:`Continue Selling` to allow customers to place orders even when the product is **out of stock**. Leave the box unchecked to **prevent orders**." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:342 +#: ../../content/applications/websites/ecommerce/products.rst:344 msgid ":guilabel:`Show Available Qty`: Displays the available quantity left under a specified threshold on the product page. The available quantity is calculated based on the :guilabel:`On hand` quantity minus the quantity already reserved for outgoing transfers." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:349 +#: ../../content/applications/websites/ecommerce/products.rst:351 msgid "Product comparison" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:351 +#: ../../content/applications/websites/ecommerce/products.rst:353 msgid "To allow website visitors to compare products based on their attributes, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section, and enable :guilabel:`Product Comparison Tool`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:355 +#: ../../content/applications/websites/ecommerce/products.rst:357 msgid "The :icon:`fa-exchange` (:guilabel:`Compare`) icon is now available on each product card on the main shop page when customers hover their mouse over it. To compare products, customers can click the :icon:`fa-exchange` (:guilabel:`Compare`) option on the products they want to compare, then click :icon:`fa-exchange` :guilabel:`Compare` in the pop-up window at the bottom of the page to reach the comparison summary." msgstr "" @@ -1367,19 +1363,19 @@ msgstr "" msgid "Product comparison window" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:365 +#: ../../content/applications/websites/ecommerce/products.rst:367 msgid "The :guilabel:`Product Comparison Tool` is only available for products with :ref:`attributes `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:367 +#: ../../content/applications/websites/ecommerce/products.rst:369 msgid "Selecting the :icon:`fa-exchange` (:guilabel:`Compare`) option from a product page is also possible." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:373 +#: ../../content/applications/websites/ecommerce/products.rst:375 msgid "Wishlists" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:375 +#: ../../content/applications/websites/ecommerce/products.rst:377 msgid "The :icon:`fa-heart-o` :guilabel:`Add to wishlist` button allows customers to add products to their wishlist, i.e., save them for later. To enable it, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section, and enable :guilabel:`Wishlists`. The button is available on each product page and can be disabled in the :ref:`website editor ` if needed." msgstr "" @@ -1387,11 +1383,11 @@ msgstr "" msgid "Add to wishlist button" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:385 +#: ../../content/applications/websites/ecommerce/products.rst:387 msgid "You can also display a :icon:`fa-heart-o` (:guilabel:`Wishlist`) button when hovering the mouse over the product on the :ref:`shop page `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:387 +#: ../../content/applications/websites/ecommerce/products.rst:389 msgid "Customers can move products from their cart to their wishlist by clicking the :guilabel:`Save for later` button in the :guilabel:`Order overview` :ref:`checkout step `." msgstr "" @@ -1771,237 +1767,348 @@ msgstr "" msgid "To adjust the settings, click :guilabel:`Edit` and select the related :doc:`building block <../../website/web_design/building_blocks>`. In the :guilabel:`Customize` tab, scroll to the :guilabel:`Alternative Products` section and modify the settings as needed to tailor the display to your preferences." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:3 -msgid "Price management" +#: ../../content/applications/websites/ecommerce/products/prices.rst:3 +msgid "Prices" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:5 -msgid "Odoo offers multiple options to select the prices displayed on a website, as well as condition-specific prices based on set criteria." +#: ../../content/applications/websites/ecommerce/products/prices.rst:5 +msgid "Odoo offers multiple options to configure prices on the ecommerce. For example, you can apply :ref:`prices per unit `, offer :ref:`discounts `, and set up :ref:`pricelists `." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:9 +#: ../../content/applications/websites/ecommerce/products/prices.rst:12 msgid "Taxes" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:12 -msgid "Tax configuration" -msgstr "" - -#: ../../content/applications/websites/ecommerce/products/price_management.rst:14 +#: ../../content/applications/websites/ecommerce/products/prices.rst:14 msgid "To add a tax on a product, you can either set a tax in the :guilabel:`Customer Taxes` field of the **product template** or use :doc:`fiscal positions `." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:19 +#: ../../content/applications/websites/ecommerce/products/prices.rst:19 msgid ":doc:`/applications/finance/accounting/taxes`" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:20 +#: ../../content/applications/websites/ecommerce/products/prices.rst:20 msgid ":doc:`/applications/finance/accounting/taxes/avatax`" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:21 -msgid ":doc:`/applications/finance/accounting/taxes/fiscal_positions`" +#: ../../content/applications/websites/ecommerce/products/prices.rst:24 +msgid "Choosing the displayed price tax usually depends on a country's regulations or the type of customers (B2B vs. B2C). To select the type of price displayed, go to :menuselection:`Website --> Configuration --> Settings`, select the website, scroll down to the :guilabel:`Shop - Products` section, and under :guilabel:`Display Product Prices` select between:" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:26 -msgid "Tax display" +#: ../../content/applications/websites/ecommerce/products/prices.rst:29 +msgid ":guilabel:`Tax Excluded`: the price displayed on the website is tax-excluded, and the tax is computed at the :ref:`order review ` step;" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:28 -msgid "Choosing the displayed price tax usually depends on a country's regulations or the type of customers **(B2B vs. B2C)**. To select the type of price displayed, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` category, and select :guilabel:`Tax Excluded` or :guilabel:`Tax Included`." +#: ../../content/applications/websites/ecommerce/products/prices.rst:31 +msgid ":guilabel:`Tax Included`: the price displayed on the website is tax-included." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:33 -msgid ":guilabel:`Tax Excluded`: the price displayed on the website is **tax-excluded**, and the tax is computed at the cart-review step;" +#: ../../content/applications/websites/ecommerce/products/prices.rst:34 +msgid "This setting is website-specific and can therefore be configured independently for every website in the database." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:35 -msgid ":guilabel:`Tax Included`: the price displayed on the website is **tax-included**." +#: ../../content/applications/websites/ecommerce/products/prices.rst:38 +msgid "Switch the :ref:`Tax indication ` toggle on in the website editor to explicitly indicate if the price is `Tax excluded` or `Tax included` on the product page." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:38 -msgid "This setting is website specific, and therefore can be altered for each website within a database." +#: ../../content/applications/websites/ecommerce/products/prices.rst:45 +msgid "Price per unit" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:41 -msgid "To display the type of pricing next to the product price, navigate to :menuselection:`Website --> Site --> Homepage --> Shop`, select a product, then click :guilabel:`Edit` and, in the :guilabel:`Customize` tab, enable :guilabel:`Tax Indication`." +#: ../../content/applications/websites/ecommerce/products/prices.rst:47 +msgid "To display a :doc:`price per unit ` alongside the sales price on the product page, follow these steps:" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:-1 -msgid "Tax type displayed on the product page." +#: ../../content/applications/websites/ecommerce/products/prices.rst:51 +msgid "Go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop - Products` section, and enable :guilabel:`Product Reference Price`." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:49 -msgid ":doc:`/applications/finance/accounting/taxes/B2B_B2C`" +#: ../../content/applications/websites/ecommerce/products/prices.rst:53 +msgid ":ref:`Navigate to the product form `." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:52 -msgid "Price per unit" +#: ../../content/applications/websites/ecommerce/products/prices.rst:54 +msgid "Set the product's :guilabel:`Sales price` and select the unit (e.g., :guilabel:`Units`)." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:54 -msgid "It is possible to display a :doc:`price per unit <../../../inventory_and_mrp/inventory/product_management/configure/uom>` on the product page. To do that, go to :menuselection:`Website --> Configuration --> Settings` and enable :guilabel:`Product Reference Price` under the :guilabel:`Shop - Products` section. When enabled, ensure an amount is set in the :guilabel:`Base Unit Count` field of the product template, and in the :guilabel:`Sales Price` field." +#: ../../content/applications/websites/ecommerce/products/prices.rst:55 +msgid "In the :guilabel:`Base Unit Count` field, enter the number of units in the product, then select the relevant unit from the dropdown list." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:-1 -msgid "Cost per unit pricing on the product template." +#: ../../content/applications/websites/ecommerce/products/prices.rst:59 +msgid "Imagine you want to sell a 2-liter bucket of paint for $60, i.e., $30 per liter." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:64 -msgid "The price per unit of measure can be found above the :guilabel:`Add to Cart` button on the product page." +#: ../../content/applications/websites/ecommerce/products/prices.rst:0 +msgid "Cost per unit pricing on the product form." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:-1 -msgid "Cost per unit pricing on the product page." +#: ../../content/applications/websites/ecommerce/products/prices.rst:64 +msgid "The price per units, in this case per liter, is shown next to the sales price on the product page." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:71 -msgid "Pay attention that having the price per unit may be **mandatory** in some countries." +#: ../../content/applications/websites/ecommerce/products/prices.rst:0 +msgid "Unit pricing on the product page." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:74 -msgid ":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`" +#: ../../content/applications/websites/ecommerce/products/prices.rst:71 +msgid "The price per unit may be mandatory in some countries." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:79 +#: ../../content/applications/websites/ecommerce/products/prices.rst:74 +msgid ":doc:`/applications/inventory_and_mrp/inventory/product_management/configure/uom`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:79 msgid "Pricelists" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:81 -msgid "Pricelists are the primary tool to manage prices on an eCommerce website. They make it possible to define website-specific prices - different from the price on the product template - based on the country group, currency, minimum quantity, period, or variant." +#: ../../content/applications/websites/ecommerce/products/prices.rst:81 +msgid "Pricelists in Odoo allow to manage flexible pricing rules and to offer different prices and discounts based on currencies, time periods, purchase volumes, :ref:`customers' location `, and/or customer type. To enable pricelists for eCommerce, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section, enable :guilabel:`Pricelists`, and :guilabel:`Save`. Then, click :guilabel:`Pricelists` or go to :menuselection:`Website --> eCommerce --> Pricelists` and :ref:`configure ` the relevant pricelists." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:90 +msgid "In the :guilabel:`Ecommerce` tab, configure options specific to online sales, such as assigning a :guilabel:`Website` to a pricelist, allowing customers to :ref:`select it `, and/or adding an :ref:`E-commerce Promotional Code `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:96 +msgid "If you are using several websites and you want to use the same pricelist on several of them, you need to duplicate the pricelist for each website. If you do not assign any website, the pricelist will not be used, unless it is :ref:`selectable `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:100 +msgid "Pricelists can also be :ref:`assigned to a specific customer `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:104 +msgid "When pricelists are enabled in the Sales app, they are automatically enabled in the eCommerce app, and vice versa." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:106 +msgid "In the list of pricelists, order the pricelists by priority: the first takes precedence over the second, the second over the third, and so on." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:86 -#: ../../content/applications/websites/ecommerce/products/price_management.rst:180 +#: ../../content/applications/websites/ecommerce/products/prices.rst:108 +msgid "It is also possible to create specific pricelists for :ref:`variants `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:112 msgid ":doc:`/applications/sales/sales/products_prices/prices/pricing`" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:89 -msgid "Understanding default pricelists" +#: ../../content/applications/websites/ecommerce/products/prices.rst:117 +msgid "Selectable pricelists" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:119 +msgid "Selectable pricelists are useful, for example, when selling products in :doc:`multiple currencies ` and allow customers to choose a pricelist using the catalog's pricelist selector located next to the :ref:`search bar `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:-1 +msgid "Pricelist selector on the ecommerce." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:127 +msgid "To make a pricelist selectable, enable :guilabel:`Selectable`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:130 +msgid "If a pricelist is designated as :guilabel:`Selectable`, and is not assigned to a specific website, then the pricelist is selectable on **all** websites." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:132 +msgid "If a pricelist does *not* appear in the selector, it may be due to the following situations:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:134 +msgid "Only one pricelist is defined as :guilabel:`Selectable` and the :ref:`contact has a pricelist assigned `." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:91 -msgid "The concept of a default pricelist in Odoo depends on the application being used. In the **Sales** app, a customer's default pricelist is determined by their contact profile. If a pricelist is manually assigned to a contact, the pricelist becomes their default. If no pricelist is assigned, the default is the first pricelist listed." +#: ../../content/applications/websites/ecommerce/products/prices.rst:136 +msgid "Multiple selectable pricelists exist, but only those matching the customer's :ref:`country group ` are shown. It is strongly recommended to disable the :guilabel:`Selectable` option when using pricelists with country groups on the ecommerce." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:96 -msgid "In the **eCommerce** app,the default pricelist is assigned at the website level. However, it is influenced by the user's login status and country group settings." +#: ../../content/applications/websites/ecommerce/products/prices.rst:142 +msgid ":ref:`sales/products/currencies/currency-specific-pricelists`" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:100 -msgid "How pricelists are applied in eCommerce" +#: ../../content/applications/websites/ecommerce/products/prices.rst:147 +msgid "GeoIP & country groups" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:102 -msgid "If a portal user has a specific pricelist assigned to their contact profile, that pricelist is applied to their purchase. However, if that pricelist is **not** assigned to the website they are visiting, the user sees the website's default pricelist." +#: ../../content/applications/websites/ecommerce/products/prices.rst:149 +msgid "It is possible to display a specific pricelist based on the visitor's location and IP address by assigning :ref:`country groups ` to pricelists." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:107 -msgid "The default website pricelist is the first available pricelist assigned to a website, without the country group setting configured." +#: ../../content/applications/websites/ecommerce/products/prices.rst:154 +msgid "To do so, :ref:`navigate to the relevant pricelist form ` and select the appropriate :guilabel:`Country Groups`. Create or edit as many pricelists for specific regions as needed. For instance, select :guilabel:`European Union` to apply the pricelist to all EU member states." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:110 -msgid "Public, non-logged in users, see the website's default pricelist." +#: ../../content/applications/websites/ecommerce/products/prices.rst:159 +msgid "To create a new country group, click :guilabel:`Search more` in the dropdown list, then :guilabel:`New`. Add a :guilabel:`Group Name` and select the relevant :guilabel:`Countries`. Use :ref:`Custom filters ` if needed." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:112 -msgid "If a pricelist includes a country group, Odoo checks the visitor's IP address and applies the corresponding pricelist. If a visitor has a pricelist assigned in their contact profile, that pricelist takes precedence over the country-based pricelist, unless the assigned pricelist has a different country group." +#: ../../content/applications/websites/ecommerce/products/prices.rst:164 +msgid "Each country group must contain at least one country." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:118 +#: ../../content/applications/websites/ecommerce/products/prices.rst:167 +msgid "Use the following filter if you want to add all non-EU countries to the country group." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:169 +msgid "`Country Group` + `is not in` + `European Union`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:0 +msgid "Filter for country group creation." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:175 +msgid "When using GeoIP to determine the appropriate pricelist, **all** pricelists used on the ecommerce must have a country group assigned." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:177 +msgid "It is strongly recommended to disable the :guilabel:`Selectable` option when using pricelists with country groups. Indeed, all pricelists with the relevant country group are automatically applied to the catalog but if one of them is marked as :ref:`Selectable `, the others will disappear as soon as customers select the selectable pricelist." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:184 +msgid "Imagine you create three pricelists:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:186 +msgid "`EU regular prices` with the `EU` country group assigned" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:187 +msgid "`EU prices with discounts` with the `EU` country group assigned" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:188 +msgid "`US prices` with the `US` country group assigned" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:190 +msgid "If the :guilabel:`Selectable` option is enabled for `EU regular prices` and `US prices`, and the customer is from the European Union, only the pricelists `EU regular prices` and `EU prices with discounts` will be available. However, since the `EU prices with discount` list is not selectable, it will disappear once the customer selects the `EU regular prices` list and prices will be displayed based on the `EU regular prices` pricelist on the catalog." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:198 +msgid "Pricelist application" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:200 +msgid "On the ecommerce, the *default* pricelist is automatically selected for public, non-logged in users when no country group is assigned. If :ref:`GeoIP and country groups ` are used, public users see the pricelist of their country group by default. Logged-in users with :ref:`assigned pricelists ` see the assigned pricelist by default **if it is assigned to the website** they are visiting. If not, the website's default pricelist is applied (i.e., the first available pricelist assigned to the website and without a country group, following the sequence order)." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:208 +msgid "Assigned pricelists take precedence over country-based pricelists, when applicable, unless the assigned pricelist is linked to a different country group." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:212 msgid "A customer from the United States visits the website. They do not have a portal account. The :guilabel:`United States` pricelist is applied." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:121 -msgid "A different visitor, also from the United States, has the :guilabel:`Loyal Customer Discount` pricelist assigned in their contact record. This assignment takes precedence over the country group assignation, so the :guilabel:`Loyal Customer Discount` is applied." +#: ../../content/applications/websites/ecommerce/products/prices.rst:215 +msgid "A different visitor, also from the United States, has the :guilabel:`Loyal Customer Discount` pricelist assigned in their contact form. This assignment takes precedence over the country group assignation, so the :guilabel:`Loyal Customer Discount` is applied." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:0 +#: ../../content/applications/websites/ecommerce/products/prices.rst:0 msgid "An example of various pricelists assigned to a website." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:129 -msgid "Pricelist configuration" +#: ../../content/applications/websites/ecommerce/products/prices.rst:226 +msgid "Discounts" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:131 -msgid "To activate pricelists, navigate to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section, enable the :guilabel:`Pricelist` feature, then click :guilabel:`Save`. Once pricelists have been activated, go to :menuselection:`Website --> eCommerce --> Pricelists` to configure them." +#: ../../content/applications/websites/ecommerce/products/prices.rst:229 +msgid "Discounts programs" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:137 -msgid "Preventing sales if price is zero" +#: ../../content/applications/websites/ecommerce/products/prices.rst:231 +msgid "To enable :doc:`discount programs ` for your ecommerce, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section, and enable the :guilabel:`Discounts, Loyalty & Gift Card` feature." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:139 -msgid "The :guilabel:`Prevent Sale of Zero Priced Product` feature prevents customers from purchasing a product if the sales price is listed as `0`. When this feature is enabled, instead of seeing :guilabel:`Add to Cart` when attempting to purchase a product, they see :guilabel:`Contact Us`. This feature is useful for companies that want to hide the prices of their products." +#: ../../content/applications/websites/ecommerce/products/prices.rst:236 +msgid ":ref:`Configure ` the discount program, make sure the :guilabel:`Website` option is enabled, and add the relevant :ref:`Pricelist ` and :guilabel:`Website` on the program form, if needed." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:144 -msgid "To utilize this feature, first navigate to :menuselection:`Website --> Configuration --> Settings` and tick the :guilabel:`Prevent Sale of Zero Priced Product` checkbox, then click :guilabel:`Save`." +#: ../../content/applications/websites/ecommerce/products/prices.rst:243 +msgid "Permanent product discount" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:147 -msgid "Next, create a pricelist that sets all product prices to `0`. Ensure the pricelist is assigned to the correct website and is listed first among the website's pricelists." +#: ../../content/applications/websites/ecommerce/products/prices.rst:245 +msgid "If the price of a specific product has been permanently reduced, the strikethrough strategy is commonly used. This involves showing the new discounted price, with the original price crossed out alongside it." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:151 -msgid "Selectable pricelists" +#: ../../content/applications/websites/ecommerce/products/prices.rst:-1 +msgid "Price strikethrough." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:153 -msgid "*Selectable pricelists* appear in the shop page's pricelist drop-down menu. When a pricelist is designated as :guilabel:`Selectable`, it allows the customer to choose between available pricelists." +#: ../../content/applications/websites/ecommerce/products/prices.rst:252 +msgid "To display a permanently discounted price, navigate to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products`, enable the :guilabel:`Comparison Price` option, and :guilabel:`Save`. Then, :ref:`go to the product form `, enter the new (discounted) price in the :guilabel:`Sales Price` field and the original one (strikethrough) in the :guilabel:`Compare to Price` field." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:157 -msgid "If a pricelist is designated as :guilabel:`Selectable`, and is not assigned to a specific website, then the pricelist is selectable on **all** websites." +#: ../../content/applications/websites/ecommerce/products/prices.rst:260 +msgid "The :guilabel:`Compare to Price` field must contain a price that is higher than the :guilabel:`Sales Price` for the original price to appear with a strikethrough." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:160 -msgid "If a pricelist is designated as :guilabel:`Selectable`, it appears in the drop-down menu next to the search bar. However, if a pricelist does *not* appear in the drop-down menu, it may be for one of the following reasons:" +#: ../../content/applications/websites/ecommerce/products/prices.rst:264 +msgid "The :guilabel:`Compare to Price` is not displayed if discounted pricelists apply. If you want to use the :guilabel:`Compare to price` with another discount, configure a pricelist with a :ref:`promotional code `." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:164 -msgid "If there is only one selectable pricelist, and the contact is assigned a pricelist, the drop-down may not appear." +#: ../../content/applications/websites/ecommerce/products/prices.rst:269 +msgid "Discounted pricelists" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:166 -msgid "If multiple selectable pricelists exist and match a visitor's country group, only those pricelists are shown in the drop-down." +#: ../../content/applications/websites/ecommerce/products/prices.rst:271 +msgid "It is also possible to create :ref:`pricelists with discounts `. To do so, :ref:`create a pricelist ` and :ref:`configure the discount `." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:170 -msgid "Foreign currency" +#: ../../content/applications/websites/ecommerce/products/prices.rst:275 +msgid "If a :ref:`pricelist ` contains a :ref:`Discount ` price type, the price is striked through for applicable customers, even if the :ref:`Comparison Price ` feature has not been enabled." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:172 -msgid "If you are selling in **multiple currencies** and have pricelists in foreign currencies, customers can select their corresponding pricelist anywhere on the :guilabel:`Shop` page from the drop-down menu next to the search bar." +#: ../../content/applications/websites/ecommerce/products/prices.rst:281 +msgid "If using pricelists with :ref:`country groups `, the discounted pricelist must be assigned the same country group as the one used for the non-discounted pricelist." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:-1 -msgid "Pricelists selection." +#: ../../content/applications/websites/ecommerce/products/prices.rst:287 +msgid "E-commerce promotional code" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:181 -msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" +#: ../../content/applications/websites/ecommerce/products/prices.rst:289 +msgid "To offer a discounted pricelist for customers with a specific discount code, access the relevant :ref:`pricelist form `, go to the :guilabel:`Ecommerce` tab, and add an :guilabel:`E-commerce Promotional Code`, e.g., `SUMMERSALE10%`. Then, go to the :guilabel:`Price Rules` tab, click :guilabel:`Add a line`, and :ref:`configure the discount `. When a customer inserts the code during the :ref:`checkout process `, this discount is granted according to the :guilabel:`Price Rules` configuration." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:184 -msgid "Permanent discount" +#: ../../content/applications/websites/ecommerce/products/prices.rst:298 +msgid "Make sure that the :ref:`Promo Code ` option in the website editor is enabled and, if using :ref:`country groups `, that the discounted pricelist has the same country group assigned as the non-discounted pricelist." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:186 -msgid "If you have permanently reduced the price of a product, a popular means to attract customers is the **strikethrough** strategy. The strategy consists in displaying the previous price crossed out and the **new discounted price** next to it." +#: ../../content/applications/websites/ecommerce/products/prices.rst:306 +msgid "Hide prices" msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:-1 -msgid "Price strikethrough." +#: ../../content/applications/websites/ecommerce/products/prices.rst:308 +msgid "Some businesses, such as B2B shops or companies that sell luxury or custom items, often prefer to showcase their products online without displaying their prices." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:311 +msgid "To hide product prices on the ecommerce, go to :menuselection:`Website --> Configuration --> Settings`, enable :guilabel:`Prevent Sale of Zero Priced Product` in the :guilabel:`Shop - Products` section, and enter a redirect URL in the :guilabel:`Button URL` field. The :guilabel:`Add to Cart` button on the product page is then replaced by a :guilabel:`Contact us` button, which can be :ref:`customized ` if needed." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:317 +msgid "After enabling this feature, either set the price to `0` for all desired products or create a :ref:`pricelist ` with all product prices set to `0`. Ensure the pricelist is assigned to the correct website and is listed first among the website's pricelists." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products/prices.rst:322 +msgid "Ensure no pricelist used on the ecommerce has been marked as :guilabel:`Selectable` to prevent accidentally displaying the zero-priced pricelist." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:193 -msgid "To display a 'striked' price, enable the :guilabel:`Comparison Price` option under :menuselection:`Website --> Configuration --> Settings --> Shop - Products category`. Then, head to the product's template (:menuselection:`Website --> eCommerce --> Products`), and in the :guilabel:`Compare to Price` field, enter the **new** price." +#: ../../content/applications/websites/ecommerce/products/prices.rst:324 +msgid "To hide prices from public visitors while keeping them visible to logged-in customers, create a zero-priced pricelist to be used for non-logged-in customers and :ref:`assign ` a regular pricelist (with actual prices) to customers with :ref:`portal access `." msgstr "" -#: ../../content/applications/websites/ecommerce/products/price_management.rst:199 -msgid "If a pricelist contains a :ref:`Discount ` price type, the striked price is visible to applicable customers. This is true even if the :guilabel:`Comparison Price` feature has not been enabled." +#: ../../content/applications/websites/ecommerce/products/prices.rst:330 +msgid ":doc:`../customer_accounts`" msgstr "" #: ../../content/applications/websites/ecommerce/shipping.rst:5 @@ -5724,7 +5831,7 @@ msgid "Pricing" msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:133 -msgid "Products can be priced differently based on the website using :ref:`pricelists `. The following configuration is required:" +msgid "Products can be priced differently based on the website using :ref:`pricelists `. The following configuration is required:" msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:137 @@ -6585,90 +6692,90 @@ msgstr "" msgid "The website header is the top section of a web page and usually contains elements such as the logo, the :ref:`menu `, the search bar, the sign-in/customer account button, etc. The footer is displayed at the bottom of a web page and usually contains information such as contact details, links, legal notices, and other options." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:11 +#: ../../content/applications/websites/website/structure/header_footer.rst:13 msgid "Header design" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:13 +#: ../../content/applications/websites/website/structure/header_footer.rst:15 msgid "To modify the header's design, click on :guilabel:`Edit`, then click on the header. The following options are available in the :guilabel:`Header` section of the :guilabel:`Customize` tab in the website editor:" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:17 +#: ../../content/applications/websites/website/structure/header_footer.rst:19 msgid "Choose a :guilabel:`Template` from the drop-down menu." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:18 +#: ../../content/applications/websites/website/structure/header_footer.rst:20 msgid "Select :guilabel:`Background` settings to change the color palette through different :ref:`Theme styles `, :guilabel:`Custom` color options, and :guilabel:`Gradient` ones." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:21 +#: ../../content/applications/websites/website/structure/header_footer.rst:23 msgid "When adding a :guilabel:`Border` to the header, its size, style, and color can be defined." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:22 +#: ../../content/applications/websites/website/structure/header_footer.rst:24 msgid "Adapt :guilabel:`Round corners` to fit the design." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:23 +#: ../../content/applications/websites/website/structure/header_footer.rst:25 msgid "Add a :guilabel:`Shadow` and define its :guilabel:`Color`, :guilabel:`Offset`, :guilabel:`Blur`, and :guilabel:`Spread`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:25 +#: ../../content/applications/websites/website/structure/header_footer.rst:27 msgid "Add a :guilabel:`Scroll Effect`. Hover on an effect to preview it." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:26 +#: ../../content/applications/websites/website/structure/header_footer.rst:28 msgid "Choose the :guilabel:`Header Position` between :guilabel:`Regular`, :guilabel:`Hidden`, and :guilabel:`Over The Content`. When :guilabel:`Over The Content` is selected, you can customize the :guilabel:`Background` and :guilabel:`Text Color`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:29 +#: ../../content/applications/websites/website/structure/header_footer.rst:31 msgid "Show or hide :guilabel:`Elements` such as text, the search bar, :guilabel:`Sign in` button, social media links, :guilabel:`Contact us` button, and logo." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:32 -#: ../../content/applications/websites/website/structure/header_footer.rst:109 -#: ../../content/applications/websites/website/structure/header_footer.rst:151 -#: ../../content/applications/websites/website/structure/header_footer.rst:169 +#: ../../content/applications/websites/website/structure/header_footer.rst:34 +#: ../../content/applications/websites/website/structure/header_footer.rst:111 +#: ../../content/applications/websites/website/structure/header_footer.rst:153 +#: ../../content/applications/websites/website/structure/header_footer.rst:173 msgid "To finalize changes, click on :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:35 +#: ../../content/applications/websites/website/structure/header_footer.rst:37 msgid "To hide the header, click on :guilabel:`Edit`, click on the header, and go to the :guilabel:`Theme` tab of the website editor. Scroll down to the :guilabel:`Advanced` section and toggle the :guilabel:`Show Header` switch to hide/show the header." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:42 +#: ../../content/applications/websites/website/structure/header_footer.rst:44 msgid "Header content" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:44 +#: ../../content/applications/websites/website/structure/header_footer.rst:46 msgid "Menus organize the header’s content and help users navigate through web pages effectively. User-friendly and well-structured menus also play a crucial role in improving :doc:`search engine rankings `." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:51 +#: ../../content/applications/websites/website/structure/header_footer.rst:53 msgid "Menu editor" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:53 +#: ../../content/applications/websites/website/structure/header_footer.rst:55 msgid "The menu editor allows to edit the website's header and add :ref:`menu items ` and :ref:`mega menus `." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:57 +#: ../../content/applications/websites/website/structure/header_footer.rst:59 msgid "To edit the header's content, go to :menuselection:`Website --> Site --> Menu Editor`. From there, you can:" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:60 +#: ../../content/applications/websites/website/structure/header_footer.rst:62 msgid "**rename** a menu item or change its URL using the :guilabel:`Edit Menu Item` icon;" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:61 +#: ../../content/applications/websites/website/structure/header_footer.rst:63 msgid "**delete** a menu item using the :guilabel:`Delete Menu Item` icon;" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:62 +#: ../../content/applications/websites/website/structure/header_footer.rst:64 msgid "**move** a menu item by dragging and dropping it to the desired place in the menu;" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:63 +#: ../../content/applications/websites/website/structure/header_footer.rst:65 msgid "**create a regular drop-down menu** by dragging and dropping the sub-menu items to the right, underneath their parent menu." msgstr "" @@ -6676,7 +6783,7 @@ msgstr "" msgid "Menu editor with sub-menus" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:70 +#: ../../content/applications/websites/website/structure/header_footer.rst:72 msgid "You can also access the menu editor by clicking :guilabel:`Edit`, selecting any menu item, and clicking the :guilabel:`Edit Menu` icon." msgstr "" @@ -6684,79 +6791,79 @@ msgstr "" msgid "Access the Menu editor while in Edit mode." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:79 +#: ../../content/applications/websites/website/structure/header_footer.rst:81 msgid "Adding menu items" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:81 +#: ../../content/applications/websites/website/structure/header_footer.rst:83 msgid "By default, pages are added to the menu as drop-down menu items when :doc:`they are created <../structure/pages>`. To add a new menu item, follow these steps:" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:84 +#: ../../content/applications/websites/website/structure/header_footer.rst:86 msgid "Go to :menuselection:`Website --> Site --> Menu Editor`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:85 +#: ../../content/applications/websites/website/structure/header_footer.rst:87 msgid "In the menu editor, click :guilabel:`Add Menu Item`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:86 +#: ../../content/applications/websites/website/structure/header_footer.rst:88 msgid "In the pop-up window, enter the :guilabel:`Name` to be displayed in the menu." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:87 +#: ../../content/applications/websites/website/structure/header_footer.rst:89 msgid "Type `/` in the :guilabel:`URL or Email` field to search for a page on your website or `#` to search for an existing custom anchor." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:89 +#: ../../content/applications/websites/website/structure/header_footer.rst:91 msgid "Click :guilabel:`OK`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:90 +#: ../../content/applications/websites/website/structure/header_footer.rst:92 msgid "Edit the :ref:`menu structure ` if needed, then :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:94 +#: ../../content/applications/websites/website/structure/header_footer.rst:96 msgid "Menu item design" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:96 +#: ../../content/applications/websites/website/structure/header_footer.rst:98 msgid "To modify the menu items, click on :guilabel:`Edit`, click on a menu item, then go to the :guilabel:`Navbar` section of the website editor. The following options are available:" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:99 +#: ../../content/applications/websites/website/structure/header_footer.rst:101 msgid "Adapt the :guilabel:`Mobile Alignment`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:100 +#: ../../content/applications/websites/website/structure/header_footer.rst:102 msgid "Choose the :guilabel:`Font` for the menu items." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:101 +#: ../../content/applications/websites/website/structure/header_footer.rst:103 msgid "Change the font size, color, and alignment in the :guilabel:`Format` field." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:102 +#: ../../content/applications/websites/website/structure/header_footer.rst:104 msgid "Select a :guilabel:`Links Style` to highlight the current page in the menu." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:103 +#: ../../content/applications/websites/website/structure/header_footer.rst:105 msgid "Change the :ref:`style of the header buttons `." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:104 +#: ../../content/applications/websites/website/structure/header_footer.rst:106 msgid "Choose to display the :guilabel:`Sub Menus` :guilabel:`On Hover` or :guilabel:`On Click`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:107 +#: ../../content/applications/websites/website/structure/header_footer.rst:109 msgid "The fields available in the :guilabel:`Navbar` section can vary depending on the chosen template." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:114 +#: ../../content/applications/websites/website/structure/header_footer.rst:116 msgid "Mega menus" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:116 +#: ../../content/applications/websites/website/structure/header_footer.rst:118 msgid "Mega menus are similar to drop-down menus, but instead of a simple list of sub-menus, they display a panel divided into groups of navigation options. This makes them suitable for websites with large amounts of content or :doc:`e-commerce websites <../../ecommerce>`, as they can help include all of your web pages or :doc:`e-commerce categories <../../ecommerce/products/catalog>` in the menu while still making all menu items visible at once." msgstr "" @@ -6764,19 +6871,19 @@ msgstr "" msgid "Mega menu in the navigation bar." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:125 +#: ../../content/applications/websites/website/structure/header_footer.rst:127 msgid "To create a mega menu, go to :menuselection:`Website --> Site --> Menu Editor` and click :guilabel:`Add Mega Menu Item`. Enter the :guilabel:`Name` of the mega menu in the pop-up, click :guilabel:`OK`, then :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:129 +#: ../../content/applications/websites/website/structure/header_footer.rst:131 msgid "To adapt the options and content of the mega menu, click on a mega menu item in the header, then click :guilabel:`Edit`. Mega menus are composed of building blocks, which means you can customize each component individually. For example:" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:133 +#: ../../content/applications/websites/website/structure/header_footer.rst:135 msgid "Edit the text directly in the building block." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:134 +#: ../../content/applications/websites/website/structure/header_footer.rst:136 msgid "Edit a menu item's URL by selecting the menu item and clicking the :guilabel:`Edit link` button in the small preview pop-up. Type `/` to search for a page on your website, or `#` to search for an existing custom anchor." msgstr "" @@ -6784,63 +6891,63 @@ msgstr "" msgid "Edit a mega menu option." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:141 +#: ../../content/applications/websites/website/structure/header_footer.rst:143 msgid "Move a menu item by dragging and dropping the related block to the desired position in the mega menu." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:143 +#: ../../content/applications/websites/website/structure/header_footer.rst:145 msgid "Delete a menu item by deleting the related block." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:145 +#: ../../content/applications/websites/website/structure/header_footer.rst:147 msgid "To adapt the general layout of the mega menu, go to the :guilabel:`Customize` tab of the website editor, then, in the :guilabel:`Mega Menu` section:" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:148 +#: ../../content/applications/websites/website/structure/header_footer.rst:150 msgid "Choose a :guilabel:`Template`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:149 +#: ../../content/applications/websites/website/structure/header_footer.rst:151 msgid "Pick the :guilabel:`Size`: either :guilabel:`Full-Width` or :guilabel:`Narrow`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:154 +#: ../../content/applications/websites/website/structure/header_footer.rst:158 msgid "Footer design" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:156 +#: ../../content/applications/websites/website/structure/header_footer.rst:160 msgid "To modify the footer, click on :guilabel:`Edit`, click on the footer, and in the :guilabel:`Footer` section of the :guilabel:`Customize` tab in the website editor:" msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:159 +#: ../../content/applications/websites/website/structure/header_footer.rst:163 msgid "Select a :guilabel:`Template`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:160 +#: ../../content/applications/websites/website/structure/header_footer.rst:164 msgid "Choose its :guilabel:`Colors`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:161 +#: ../../content/applications/websites/website/structure/header_footer.rst:165 msgid "Choose a :guilabel:`Slideout Effect`: :guilabel:`Regular` (i.e., no effect), :guilabel:`Slide Hover`, or :guilabel:`Shadow`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:163 +#: ../../content/applications/websites/website/structure/header_footer.rst:167 msgid "Toggle the :guilabel:`Copyright` switch to hide or show the copyright." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:164 +#: ../../content/applications/websites/website/structure/header_footer.rst:168 msgid "Choose the :guilabel:`Border` size." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:165 +#: ../../content/applications/websites/website/structure/header_footer.rst:169 msgid "Add a :guilabel:`Shadow`." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:166 +#: ../../content/applications/websites/website/structure/header_footer.rst:170 msgid "Add a :guilabel:`Scroll Top Button` and choose its position." msgstr "" -#: ../../content/applications/websites/website/structure/header_footer.rst:167 +#: ../../content/applications/websites/website/structure/header_footer.rst:171 msgid "Hide or show the footer by toggling the :guilabel:`Page visibility` switch." msgstr "" @@ -7462,42 +7569,42 @@ msgid "Form" msgstr "" #: ../../content/applications/websites/website/web_design/building_blocks.rst:54 -msgid "The :guilabel:`Form` block is used to collect information from website visitors and create records in your database, if applicable." +msgid "The :guilabel:`Form` block is used to collect information from website visitors and create records in your database, if applicable. To add a form to a website page, drag and drop the :guilabel:`Contact & Forms` category, then select the :guilabel:`Form block`." msgstr "" #: ../../content/applications/websites/website/web_design/building_blocks.rst:-1 msgid "Example of a form block" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:61 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:62 msgid "Action" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:63 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:64 msgid "By default, when the form is submitted, an email containing the information entered by the visitor is automatically sent. Depending on the apps installed on your database, additional actions that can automatically create records may become available. To choose a different action, click :guilabel:`Edit`, click the form, navigate to the :guilabel:`Customize` tab, and select the desired :guilabel:`Action`:" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:69 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:70 msgid ":guilabel:`Apply for a Job` (:doc:`Recruitment `)" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:70 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:71 msgid ":guilabel:`Create a Customer` (:doc:`eCommerce <../../ecommerce>`)" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:71 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:72 msgid ":guilabel:`Create a Ticket` (:doc:`Helpdesk `)" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:72 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:73 msgid ":guilabel:`Create an Opportunity` (:doc:`CRM `)" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:73 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:74 msgid ":guilabel:`Subscribe to Newsletter` (:doc:`Email Marketing `)" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:74 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:75 msgid ":guilabel:`Create a Task` (:doc:`Project `)" msgstr "" @@ -7505,23 +7612,23 @@ msgstr "" msgid "Editing a form to change its action" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:79 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:80 msgid "By default, submitting the form redirects visitors to a *Thank you* page. Use the :guilabel:`URL` field to send them to a different page. Alternatively, you can choose not to redirect and keep them on the form's page by selecting :guilabel:`Nothing` or :guilabel:`Show Message` in the :guilabel:`On Success` field." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:85 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:86 msgid "Fields" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:87 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:88 msgid "To add a new field to the form, navigate to the :guilabel:`Customize tab` and click the :guilabel:`+ Field` button next to the :guilabel:`Form` or :guilabel:`Field` section. To modify the new (or any other) field on the form, select the field, then use the options available in the :guilabel:`Field` section of the :guilabel:`Customize` tab. For example, you can:" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:92 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:93 msgid "Change the field :guilabel:`Type`." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:95 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:96 msgid "It is also possible to select an :guilabel:`Existing Field` from the database and use the data it contains. The fields available depend on the selected action. Property fields added to the database can also be used." msgstr "" @@ -7529,47 +7636,71 @@ msgstr "" msgid "All types of form fields" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:104 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:105 msgid "Some fields are visually similar, but the data entered must follow a specific format." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:106 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:107 msgid "Edit the field's :guilabel:`Label` and adapt its :guilabel:`Position`." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:107 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:108 msgid "Enable a field :guilabel:`Description`. Click the default description on the form to modify it." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:108 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:109 msgid "Add a :guilabel:`Placeholder` or :guilabel:`Default value`." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:109 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:110 msgid "Specify if the field is :guilabel:`Required`." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:110 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:111 msgid "Edit the field's :doc:`visibility ` settings." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:111 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:112 msgid "Add an :ref:`animation `." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:113 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:114 msgid "Once you have made the desired changes, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:118 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:117 +msgid "Add an Odoo contact form on a non-Odoo website" +msgstr "" + +#: ../../content/applications/websites/website/web_design/building_blocks.rst:119 +msgid "You can display an Odoo contact form on another website using an iframe. To do so, follow these steps:" +msgstr "" + +#: ../../content/applications/websites/website/web_design/building_blocks.rst:122 +msgid "**Prepare the Odoo form:** Create a contact form on a page in Odoo Website and remove the :ref:`header design ` and the :ref:`footer design `. Make sure only the contact form remains on the page." +msgstr "" + +#: ../../content/applications/websites/website/web_design/building_blocks.rst:125 +msgid "**Generate an embeddable code:** Copy the URL of the Odoo form page and paste it into an iframe generator, such as `La Digitale.dev `_ or `iFrame Generator `_ . Adjust the width and height for proper display." +msgstr "" + +#: ../../content/applications/websites/website/web_design/building_blocks.rst:129 +msgid "**Add the embedded code to the non-Odoo website:** Open the relevant page’s HTML (in the code editor or CMS) and insert the embedded code where the form should be displayed." +msgstr "" + +#: ../../content/applications/websites/website/web_design/building_blocks.rst:133 +msgid "Example of an embedded code:" +msgstr "" + +#: ../../content/applications/websites/website/web_design/building_blocks.rst:153 msgid "Embed code" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:120 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:155 msgid "Embedding code allows you to integrate content from third-party services into a page, such as videos from YouTube, maps from Google Maps, social media posts from Instagram, etc." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:123 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:158 msgid "After adding the block to a page, click the block, then go to the :guilabel:`Customize` tab and click :guilabel:`Edit`. Replace the placeholder code with your custom embed code." msgstr "" @@ -7577,23 +7708,23 @@ msgstr "" msgid "Add the link to the embedded code you want to point to" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:130 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:165 msgid "Do not copy/paste code you do not understand, as it could put your data at risk." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:135 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:170 msgid "Move, switch, or delete a building block" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:137 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:172 msgid "Pull the turquoise borders on the block to reduce or increase the space at the top or bottom of it." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:139 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:174 msgid "Change the block order by clicking :icon:`fa-chevron-up` (:guilabel:`chevron up`) or :icon:`fa-chevron-down` (:guilabel:`chevron down`) and move the block on the page by clicking :icon:`fa-arrows` (:guilabel:`arrows`). When you have multiple :ref:`columns `, move a column to the left or right by clicking :icon:`fa-chevron-left` (:guilabel:`chevron left`) or :icon:`fa-chevron-right` (:guilabel:`chevron right`)." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:146 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:181 msgid "To delete a block, click :icon:`fa-trash` (:guilabel:`trash`)." msgstr "" @@ -7601,35 +7732,35 @@ msgstr "" msgid "Extend margins on building block" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:152 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:187 msgid "Quickly change the block category by clicking :icon:`fa-exchange` (:guilabel:`exchange`)." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:157 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:192 msgid "Edit a building block" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:159 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:194 msgid "To edit the content of a building block, click on it and go to the :guilabel:`Customize` tab. Available customization options vary depending on the type of block selected." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:163 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:198 msgid ":doc:`Web design elements `" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:164 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:199 msgid ":doc:`Visibility `" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:167 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:202 msgid "Background" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:169 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:204 msgid "To modify the background of a building block, select the block, go to the :guilabel:`Customize` tab, and click the color dot or another :guilabel:`Background` option. You can change the color and/or add an image, video, and/or shape. Once you've selected a shape, new fields appear to allow you to customize the shape." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:175 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:210 msgid "Position an element (image, text, etc.) behind or in front of another one by using the :guilabel:`Send to back` or :guilabel:`Bring to front` icons." msgstr "" @@ -7637,7 +7768,7 @@ msgstr "" msgid "Change block position" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:181 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:216 msgid "To resize a block, click and drag the dots around its edges to adjust it as needed." msgstr "" @@ -7645,23 +7776,23 @@ msgstr "" msgid "Adapt block size" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:187 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:222 msgid ":doc:`General theme `" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:190 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:225 msgid "Layout: grid and columns" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:192 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:227 msgid "For most building blocks, you can choose between two layout styles: :ref:`grid ` or :ref:`columns (cols) `. To change the default layout style, click the block, go to the :guilabel:`Customize` tab, and set the :guilabel:`Layout` field to :guilabel:`Grid` or :guilabel:`Cols`." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:200 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:235 msgid "Grid" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:202 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:237 msgid "The :guilabel:`Grid` layout allows you to reposition and resize elements, such as images or text, by dragging and dropping them. When :guilabel:`Grid` is selected, additional options are available to :guilabel:`Add Elements` by clicking :guilabel:`Image`, :guilabel:`Text`, or :guilabel:`Button`." msgstr "" @@ -7669,67 +7800,67 @@ msgstr "" msgid "When the grid layout is selected, choose an image and drag and drop it where needed." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:212 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:247 msgid "Cols" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:214 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:249 msgid "Choosing the :guilabel:`Cols` layout allows you to determine the number of elements per line within the block. To do so, select the block to modify, click the dropdown next to the :guilabel:`Cols` field, and adjust the number. You can then modify a specific column's settings using the options in the :guilabel:`Column` section of the :guilabel:`Customize` tab." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:220 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:255 msgid "By default, :doc:`on mobile devices `, only one element (column) is visible per line to ensure that content remains easily readable and accessible on smaller screens. To adjust the value, click the :icon:`fa-mobile` (:guilabel:`mobile icon`) at the top of the website editor and adapt the number of columns. Shapes are hidden by default on mobiles." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:228 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:263 msgid "Duplicate a building block" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:230 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:265 msgid "To duplicate a building block, click the :icon:`fa-clone` (:guilabel:`duplicate`) icon at the top of the :guilabel:`Customize` tab. Once duplicated, the new block appears on the page beneath the original one." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:237 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:272 msgid "Save a custom building block" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:239 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:274 msgid "You can save a customized building block to reuse it elsewhere. To do so, select it, navigate to the :guilabel:`Customize` tab, and click the :icon:`fa-floppy-o` (:guilabel:`floppy disk`) icon. Click the :guilabel:`Save and reload` button in the popup to confirm saving your custom block." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:243 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:278 msgid "To add a saved building block to the page, navigate to the :guilabel:`Blocks` tab and drag and drop the :guilabel:`Custom` block from the :guilabel:`Categories` section. In the popup that opens, click the desired block in the :guilabel:`Custom` category." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:248 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:283 msgid "In the :guilabel:`Insert a block` popup, click :icon:`fa-pencil` (:guilabel:`edit`) to rename the custom block or :icon:`fa-trash` (:guilabel:`delete`) to delete it." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:254 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:289 msgid "Create an anchor link" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:256 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:291 msgid "Anchor links are hyperlinks that direct users to a **specific section** of a page. To create an anchor link for a block, follow these steps:" msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:259 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:294 msgid "Click :guilabel:`Edit` and select the block you want to link to." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:260 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:295 msgid "Click :icon:`fa-link` (:guilabel:`link`) at the top of the :guilabel:`Customize` tab." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:261 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:296 msgid "To edit the default anchor name, click :guilabel:`Edit` in the green popup message that opens." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:262 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:297 msgid "Replace the anchor name and click :guilabel:`Save & copy`." msgstr "" -#: ../../content/applications/websites/website/web_design/building_blocks.rst:264 +#: ../../content/applications/websites/website/web_design/building_blocks.rst:299 msgid "Once the anchor is saved, you can :ref:`link to it ` from anywhere on your website." msgstr "" diff --git a/locale/uk/LC_MESSAGES/settings.po b/locale/uk/LC_MESSAGES/settings.po deleted file mode 100644 index 469b63b749..0000000000 --- a/locale/uk/LC_MESSAGES/settings.po +++ /dev/null @@ -1,261 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# Alina Lisnenko , 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: Alina Lisnenko , 2021\n" -"Language-Team: Ukrainian (https://www.transifex.com/odoo/teams/41243/uk/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: uk\n" -"Plural-Forms: nplurals=4; plural=(n % 1 == 0 && n % 10 == 1 && n % 100 != 11 ? 0 : n % 1 == 0 && n % 10 >= 2 && n % 10 <= 4 && (n % 100 < 12 || n % 100 > 14) ? 1 : n % 1 == 0 && (n % 10 ==0 || (n % 10 >=5 && n % 10 <=9) || (n % 100 >=11 && n % 100 <=14 )) ? 2: 3);\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "Налаштування" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "Користувачі та додатки" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "" -"Як адміністратор вашої бази даних, ви несете відповідальність за її " -"використання. Вона включає додатки, які ви встановлюєте, а також кількість " -"користувачів, які наразі користуються системою." - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" -"В Odoo є багато речей (ERP, CMS, додаток CRM, бекенд електронної комерції " -"тощо), але це не смартфон. Ви повинні бути обережними при " -"додаванні/видаленні функцій (особливо додатків) у вашій базі даних, оскільки" -" це може суттєво вплинути на суму вашої підписки (або ви можете " -"переключитися з безкоштовної версії на платну на онлайн-платформі Odoo)." - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" -"Ця сторінка містить деяку інформацію про те, як можна керувати версіями " -"Odoo. Перш ніж виконувати будь-яку з цих дій, **настійно** радимо спочатку " -"протестувати їх на копії вашої бази даних. Таким чином, якщо щось піде не " -"так, на ваш щоденний бізнес нічого не впливає." - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" -"Ви можете знайти довідники про те, як дублювати свої бази даних як. " -":ref:`онлайн ` так і :ref:`на вашому хостингу " -"." - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" -"Якщо у вас виникли запитання щодо вмісту цієї сторінки або виникли проблеми " -"під час виконання цих дій, зв'яжіться з нами за допомогою нашої `форми " -"підтримки `__." - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "Деактивація користувачів" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "" -"Переконайтеся, що у вас є достатньо **адміністративних прав**, якщо ви " -"хочете змінити статус будь-якого з ваших користувачів." - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "" -"У вашій версії Odoo, натисніть **Налаштування**. У вас буде секція, яка " -"показуватиме вам активних користувачів вашої бази даних. Натисніть " -"**Керувати користувачами.**" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "|settings|" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "|browse_users|" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "Після цього ви побачите список ваших користувачів." - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" -"Заздалегідь вибраний фільтр *Внутрішні користувачі* покаже ваших платних " -"користувачів (відмінних від *Користувачів порталу*, які є безкоштовними). " -"Якщо ви видалите цей фільтр, ви отримаєте всіх своїх користувачів (тих, кого" -" ви оплачуєте, а також портальні)." - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "" -"У вашому списку користувачів натисніть на користувача, якаого ви хочете " -"деактивувати. Як тільки ви будете на формі користувача, натисніть на " -"випадаюче меню дій та натисніть Архівувати." - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "Користувача деактивовано." - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "**Ніколи** не деактивуйте головного користувача (**адміністратора**)." - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "Видалення додатків" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" -"Перш ніж вносити зміни (особливо встановлення/видалення додатків), спочатку " -"перевірте, що ви збираєтесь робити на :ref:`тестовій ` " -"базі даних. " - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "" -"У своїй версії Odoo натисніть **Налаштування**, в цьому додатку ви зможете " -"побачити, скільки програм було встановлено. Натисніть **Переглянути " -"додатки**, щоб отримати доступ до списку встановлених програм." - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "|browse_apps|" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "" -"На панелі приладів додатків ви побачите всі значки ваших модулів. Натисніть " -"програму, яку ви хочете видалити. Потім, за формою додатку, натисніть кнопку" -" **Видалити**." - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" -"Деякі програми мають залежності, такі як виставлення рахунків, електронна " -"комерція та інше. Таким чином, система попередить вас, що ви збираєтеся " -"видалити. Якщо ви деінсталюєте вашу програму, всі її залежності буде також " -"видалено (і дані в них назавжди зникнуть). Якщо ви впевнені, що все одно " -"хочете видалити додаток, натисніть кнопку **Підтвердити**." - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "" -"Нарешті, після перевірки попередження (якщо воно є), натисніть кнопку " -"**Підтвердити**." - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "Ви завершили видалення вашого модуля." - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "Варто знати" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" -"**Видалення додатків, керування користувачами тощо залежить від вас**: ніхто" -" не знає краще за вас, чи ваш бізнес-процес зламаний. Якщо ми хотіли б " -"деінсталювати додатки для вас, ми ніколи не зможемо визначити, чи були " -"видалені релевантні дані або якщо один із ваших бізнес-процесів був " -"зламаний, оскільки ми не знаємо, як ви працюєте, і тому не можемо перевірити" -" такі операції." - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" -"**Додатки Odoo мають залежності**: це означає, що вам може знадобитися " -"встановити модулі, які ви не використовуєте, для доступу до деяких функцій " -"Odoo, які вам можуть знадобитися. Наприклад, додаток Website Builder " -"потрібен, аби показати своєму клієнту свої комерційні пропозиції на веб-" -"сторінці. Незважаючи на те, чи вам може не знадобитися використання самого " -"Веб-сайту, це необхідно, щоби функція комерційних пропозицій онлайн " -"працювала належним чином." - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" -"**Завжди перевіряйте встановлення/видалення додатку на тестовій базі** (або " -"на базі безкоштовної пробної версії): таким чином ви можете дізнатися, які " -"інші програми можуть знадобитися. Це допоможе уникнути несподіванок при " -"видаленні або при отриманні рахунків-фактур." diff --git a/locale/zh_CN/LC_MESSAGES/settings.po b/locale/zh_CN/LC_MESSAGES/settings.po deleted file mode 100644 index d7cb10754b..0000000000 --- a/locale/zh_CN/LC_MESSAGES/settings.po +++ /dev/null @@ -1,221 +0,0 @@ -# SOME DESCRIPTIVE TITLE. -# Copyright (C) Odoo S.A. -# This file is distributed under the same license as the Odoo package. -# FIRST AUTHOR , YEAR. -# -# Translators: -# max_xu , 2021 -# 敬雲 林 , 2021 -# Mandy Choy , 2021 -# Datasource International , 2021 -# -#, fuzzy -msgid "" -msgstr "" -"Project-Id-Version: Odoo 14.0\n" -"Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2021-05-18 07:12+0200\n" -"PO-Revision-Date: 2021-05-18 05:18+0000\n" -"Last-Translator: Datasource International , 2021\n" -"Language-Team: Chinese (China) (https://www.transifex.com/odoo/teams/41243/zh_CN/)\n" -"MIME-Version: 1.0\n" -"Content-Type: text/plain; charset=UTF-8\n" -"Content-Transfer-Encoding: 8bit\n" -"Language: zh_CN\n" -"Plural-Forms: nplurals=1; plural=0;\n" - -#: ../../content/applications/settings.rst:3 -msgid "Settings" -msgstr "设置" - -#: ../../content/applications/settings/users_and_features.rst:6 -msgid "Users and Features" -msgstr "用户和功能" - -#: ../../content/applications/settings/users_and_features.rst:8 -msgid "" -"As the administrator of your database, you are responsible for its usage. " -"This includes the Apps you install as well as the number of users currently " -"in use." -msgstr "作为数据库管理员,你有责任提供具有良好的可用性数据库给所有的用户,包括基于数据库所安装的各类应用." - -#: ../../content/applications/settings/users_and_features.rst:12 -msgid "" -"Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.) " -"but it is *not* a smartphone. You should apply caution when adding/removing " -"features (especially Apps) on your database since this may impact your " -"subscription amount significantly (or switch you from a free account to a " -"paying one on our online platform)." -msgstr "" -"Odoo拥有及其多的功能 (包括企业资源计划，内容管理系统，客户关系管理应用，电子商务后端等等)， 但是它 *不是* " -"一个智能手机。在对你的数据库添加/卸载各类特性(特别是应用时) " -"，你需要额外小心，因为这些操作可能产生显著的费用投入(比如将你从一个免费用户升级为我们平台上的付费用户)。" - -#: ../../content/applications/settings/users_and_features.rst:18 -msgid "" -"This page contains some information as to how you can manage your Odoo " -"instances. Before carrying any of these procedures, we **strongly** advise " -"to test them on a duplicate of your database first. That way, if something " -"goes wrong, your day-to-day business is not impacted." -msgstr "" -"本页包含了如何管理你的Odoo及其实例。在进行以下步骤前，我们 **强烈建议** " -"您先在复制的数据库上进行测试。这样的话，即便有错误，也不会影响到实际的业务运作。" - -#: ../../content/applications/settings/users_and_features.rst:23 -msgid "" -"You can find guides on how to duplicate your databases both for :ref:`online" -" ` and :ref:`on premise ` " -"installations." -msgstr "" -"查看如何复制数据用于:ref:`线上 ` 和:ref:`本地部署 `安装。" - -#: ../../content/applications/settings/users_and_features.rst:27 -msgid "" -"If you have questions about the content of this page or if you encounter an " -"issue while carrying out these procedures, please contact us through our " -"`support form `__." -msgstr "" -"如果你对这篇文章有任何问题或者当你执行程序时碰到问题，可以提交`支持请求 `__来联系我们。" - -#: ../../content/applications/settings/users_and_features.rst:33 -msgid "Deactivating Users" -msgstr "禁用用户" - -#: ../../content/applications/settings/users_and_features.rst:35 -msgid "" -"Make sure you have sufficient **administrative rights** if you want to " -"change the status of any of your users." -msgstr "当你想更改任何用户的状态时,请确保你拥有足够的 **管理权限** 。" - -#: ../../content/applications/settings/users_and_features.rst:38 -msgid "" -"In your Odoo instance, click on **Settings**. You will have a section " -"showing you the active users on your database. Click on **Manage Users.**" -msgstr "在你的Odoo实例中，点击 **设置** 。页面将显示数据库中有效的用户。点击 **管理用户** 。" - -#: ../../content/applications/settings/users_and_features.rst:42 -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|settings|" -msgstr "|设置|" - -#: ../../content/applications/settings/users_and_features.rst:42 -msgid "|browse_users|" -msgstr "|浏览_用户|" - -#: ../../content/applications/settings/users_and_features.rst:45 -msgid "You'll then see the list of your users." -msgstr "然后你将看到用户列表." - -#: ../../content/applications/settings/users_and_features.rst:50 -msgid "" -"The pre-selected filter *Internal Users* shows your paying users (different " -"from the *Portal Users* which are free). If you remove this filter, you'll " -"get all your users (the ones you pay for and the portal ones)" -msgstr "" -"筛选器中预设置了 *内部用户* 过滤条件，经过此过滤器条件显示的用户账号是付费账号 (区别于免费的 *门户账号* ) " -"。如果你删掉了这个过滤条件，那就显示所有的用户账号 (包括付费账号和免费账号)" - -#: ../../content/applications/settings/users_and_features.rst:55 -msgid "" -"In your list of users, click on the user you want to deactivate. As soon as " -"you are on the userform, click on the Action drop down menu, and then click " -"on Archive." -msgstr "在你的用户名单中，单击想要禁用的用户。进入用户表单后，点击操作下拉菜单，然后点击归档。" - -#: ../../content/applications/settings/users_and_features.rst:63 -msgid "The user is now deactivated." -msgstr "该用户账号目前处于停用状态." - -#: ../../content/applications/settings/users_and_features.rst:65 -msgid "**Never** deactivate the main user (*admin*)" -msgstr "**千万不要** 取消激活主用户 (*admin*)" - -#: ../../content/applications/settings/users_and_features.rst:68 -msgid "Uninstalling Apps" -msgstr "卸载应用程式" - -#: ../../content/applications/settings/users_and_features.rst:70 -msgid "" -"Make sure you first test what you are about to do on a :ref:`duplicate " -"` of your database before making any changes (*especially*" -" installing/uninstalling apps)." -msgstr "" -"请确保在进行任何正式改动前（ *尤其是* 安装或卸载应用程式时）在 :ref:`复制 `的数据库进行第一次测试。" - -#: ../../content/applications/settings/users_and_features.rst:74 -msgid "" -"In your Odoo instance click on **Settings**; in this app, you will be able " -"to see how many applications you have installed. Click on **Browse Apps** to" -" access the list of your installed applications." -msgstr "在你的Odoo实例中点击 **设置** ；在此应用程序中，你可以看到已安装的应用。点击**浏览应用程序**来访问你所安装的应用程序列表。" - -#: ../../content/applications/settings/users_and_features.rst:79 -msgid "|browse_apps|" -msgstr "|浏览_应用|" - -#: ../../content/applications/settings/users_and_features.rst:82 -msgid "" -"In your applications' dashboard, you will see all the icons of your " -"applications. Click on the application you want to uninstall. Then, on the " -"form of the application, click on **Uninstall**." -msgstr "在应用仪表板中，你可以看到所有应用的图标。点击你想卸载的应用，然后在应用表单内，点击 **卸载** 。" - -#: ../../content/applications/settings/users_and_features.rst:89 -msgid "" -"Some applications have dependencies, like Invoicing, eCommerce, etc. " -"Therefore, the system will give you a warning message to advise you of what " -"is about to be removed. If you uninstall your application, all its " -"dependencies will be uninstalled as well (and the data in them will " -"permanently disappear). If you are sure you still want to uninstall it, then" -" click **Confirm**." -msgstr "" -"一些应用之间有互相依存的关系，比如开票，电子商务等等... " -"因此，当你准备卸载这些应用时系统会弹出一个警告信息，告诉你哪些被依赖的应用会被相应卸载。如果你继续进行卸载，那所有被依赖应用也会被同时卸载 " -"(并且这些应用中的数据也会被永久删除) 。如果您确定仍要卸载被依赖的应用，请单击 **确认** 。" - -#: ../../content/applications/settings/users_and_features.rst:96 -msgid "" -"Last, after having checked the warning message (if any), click **Confirm**." -msgstr "最后，请检查警告消息（如有），然后单击 **确认** 。" - -#: ../../content/applications/settings/users_and_features.rst:101 -msgid "You have finished uninstalling your application." -msgstr "您已完成卸载应用程序。" - -#: ../../content/applications/settings/users_and_features.rst:104 -msgid "Good to know" -msgstr "幸好知道" - -#: ../../content/applications/settings/users_and_features.rst:106 -msgid "" -"**Uninstalling apps, managing users, etc. is up to you**: no one else can " -"know if your business flow is broken better than you. If we were to " -"uninstall applications for you, we would never be able to tell if relevant " -"data had been removed or if one of your business flow was broken because we " -"*do not know how you work* and therefore cannot validate these kinds of " -"operations." -msgstr "" -"**卸载应用，管理用户，等等这些决定取决于你** " -":没有其他人可以比你更了解这些操作是否会影响到你的业务流程。如果我们帮你卸载了应用，那我们也无法告诉你哪些关联数据会被删除或者你的某项业务流程会停摆，因为我们" -" *不知道你的业务运作方式* 因此也无法验证这些操作。" - -#: ../../content/applications/settings/users_and_features.rst:112 -msgid "" -"**Odoo Apps have dependencies**: this means that you may need to install " -"modules that you do not actively use to access some features of Odoo you " -"might need. For example, the Website Builder app is needed to be able to " -"show your customer their Quotes in a web page. Even though you might not " -"need or use the Website itself, it is needed for the Online Quotes feature " -"to work properly." -msgstr "" -"**Odoo各个应用之间有互相依存的关系** " -":这意味着一些你并不太会操作的模块,会因为其中的一些特性被需要而被系统自动安装。比如，如果你需要将你的客户报价用网页的形式展现，那网站构建器这个应用就会被自动安装。可能你完全不需要通过Odoo的网站，但是这个应用中的在线报价技术特性却是你的需求能正常工作的前提条件。" - -#: ../../content/applications/settings/users_and_features.rst:119 -msgid "" -"**Always test app installation/removal on a duplicate** (or on a free trial " -"database): that way you can know what other apps may be required, etc. This " -"will avoid surprises when uninstalling or when receiving your invoices." -msgstr "" -"**总是在数据库副本上测试应用的安装/卸载** " -"(或者在一个免费的测试数据库上):通过这样的方式你可以知道哪些应用是被依赖的。这可以避免卸载应用产生的错误或者收到意外的付款通知。"