|
8 | 8 | msgstr "" |
9 | 9 | "Project-Id-Version: Odoo 18.0\n" |
10 | 10 | "Report-Msgid-Bugs-To: \n" |
11 | | -"POT-Creation-Date: 2025-09-29 07:50+0000\n" |
| 11 | +"POT-Creation-Date: 2025-10-17 08:58+0000\n" |
12 | 12 | "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" |
13 | 13 | "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n" |
14 | 14 | "Language-Team: LANGUAGE <LL@li.org>\n" |
@@ -598,159 +598,159 @@ msgstr "" |
598 | 598 | msgid "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down menu." |
599 | 599 | msgstr "" |
600 | 600 |
|
601 | | -#: ../../content/applications/essentials/contacts.rst:122 |
| 601 | +#: ../../content/applications/essentials/contacts.rst:124 |
602 | 602 | msgid "Sales section" |
603 | 603 | msgstr "" |
604 | 604 |
|
605 | | -#: ../../content/applications/essentials/contacts.rst:124 |
| 605 | +#: ../../content/applications/essentials/contacts.rst:126 |
606 | 606 | 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." |
607 | 607 | msgstr "" |
608 | 608 |
|
609 | | -#: ../../content/applications/essentials/contacts.rst:128 |
| 609 | +#: ../../content/applications/essentials/contacts.rst:130 |
610 | 610 | 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`." |
611 | 611 | msgstr "" |
612 | 612 |
|
613 | | -#: ../../content/applications/essentials/contacts.rst:133 |
| 613 | +#: ../../content/applications/essentials/contacts.rst:135 |
614 | 614 | msgid "Click into the :guilabel:`Delivery Method` field to select an option from the drop-down menu." |
615 | 615 | msgstr "" |
616 | 616 |
|
617 | | -#: ../../content/applications/essentials/contacts.rst:136 |
| 617 | +#: ../../content/applications/essentials/contacts.rst:138 |
618 | 618 | msgid "Point Of Sale section" |
619 | 619 | msgstr "" |
620 | 620 |
|
621 | | -#: ../../content/applications/essentials/contacts.rst:138 |
| 621 | +#: ../../content/applications/essentials/contacts.rst:140 |
622 | 622 | 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*." |
623 | 623 | msgstr "" |
624 | 624 |
|
625 | | -#: ../../content/applications/essentials/contacts.rst:143 |
| 625 | +#: ../../content/applications/essentials/contacts.rst:145 |
626 | 626 | msgid "Purchase section" |
627 | 627 | msgstr "" |
628 | 628 |
|
629 | | -#: ../../content/applications/essentials/contacts.rst:145 |
| 629 | +#: ../../content/applications/essentials/contacts.rst:147 |
630 | 630 | 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." |
631 | 631 | msgstr "" |
632 | 632 |
|
633 | | -#: ../../content/applications/essentials/contacts.rst:149 |
| 633 | +#: ../../content/applications/essentials/contacts.rst:151 |
634 | 634 | msgid "Misc section" |
635 | 635 | msgstr "" |
636 | 636 |
|
637 | | -#: ../../content/applications/essentials/contacts.rst:151 |
| 637 | +#: ../../content/applications/essentials/contacts.rst:153 |
638 | 638 | 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." |
639 | 639 | msgstr "" |
640 | 640 |
|
641 | | -#: ../../content/applications/essentials/contacts.rst:161 |
| 641 | +#: ../../content/applications/essentials/contacts.rst:163 |
642 | 642 | msgid "Accounting tab" |
643 | 643 | msgstr "" |
644 | 644 |
|
645 | | -#: ../../content/applications/essentials/contacts.rst:163 |
| 645 | +#: ../../content/applications/essentials/contacts.rst:165 |
646 | 646 | 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`." |
647 | 647 | msgstr "" |
648 | 648 |
|
649 | | -#: ../../content/applications/essentials/contacts.rst:166 |
| 649 | +#: ../../content/applications/essentials/contacts.rst:168 |
650 | 650 | msgid "Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field to enter a Legal Entity Identifier, if necessary." |
651 | 651 | msgstr "" |
652 | 652 |
|
653 | | -#: ../../content/applications/essentials/contacts.rst:170 |
| 653 | +#: ../../content/applications/essentials/contacts.rst:172 |
654 | 654 | msgid "Internal Notes tab" |
655 | 655 | msgstr "" |
656 | 656 |
|
657 | | -#: ../../content/applications/essentials/contacts.rst:172 |
| 657 | +#: ../../content/applications/essentials/contacts.rst:174 |
658 | 658 | 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." |
659 | 659 | msgstr "" |
660 | 660 |
|
661 | | -#: ../../content/applications/essentials/contacts.rst:176 |
| 661 | +#: ../../content/applications/essentials/contacts.rst:178 |
662 | 662 | msgid "Partner Assignment tab" |
663 | 663 | msgstr "" |
664 | 664 |
|
665 | | -#: ../../content/applications/essentials/contacts.rst:178 |
| 665 | +#: ../../content/applications/essentials/contacts.rst:180 |
666 | 666 | 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." |
667 | 667 | msgstr "" |
668 | 668 |
|
669 | | -#: ../../content/applications/essentials/contacts.rst:183 |
| 669 | +#: ../../content/applications/essentials/contacts.rst:185 |
670 | 670 | msgid "Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more information on publishing partners on the website." |
671 | 671 | msgstr "" |
672 | 672 |
|
673 | | -#: ../../content/applications/essentials/contacts.rst:187 |
| 673 | +#: ../../content/applications/essentials/contacts.rst:189 |
674 | 674 | msgid "Membership tab" |
675 | 675 | msgstr "" |
676 | 676 |
|
677 | | -#: ../../content/applications/essentials/contacts.rst:189 |
| 677 | +#: ../../content/applications/essentials/contacts.rst:191 |
678 | 678 | 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." |
679 | 679 | msgstr "" |
680 | 680 |
|
681 | | -#: ../../content/applications/essentials/contacts.rst:194 |
| 681 | +#: ../../content/applications/essentials/contacts.rst:196 |
682 | 682 | msgid "Activate membership" |
683 | 683 | msgstr "" |
684 | 684 |
|
685 | | -#: ../../content/applications/essentials/contacts.rst:196 |
| 685 | +#: ../../content/applications/essentials/contacts.rst:198 |
686 | 686 | 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." |
687 | 687 | msgstr "" |
688 | 688 |
|
689 | | -#: ../../content/applications/essentials/contacts.rst:201 |
| 689 | +#: ../../content/applications/essentials/contacts.rst:203 |
690 | 690 | msgid "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form." |
691 | 691 | msgstr "" |
692 | 692 |
|
693 | | -#: ../../content/applications/essentials/contacts.rst:205 |
| 693 | +#: ../../content/applications/essentials/contacts.rst:207 |
694 | 694 | msgid "Follow the :doc:`Members documentation <../sales/members>` for more information on publishing members on the website." |
695 | 695 | msgstr "" |
696 | 696 |
|
697 | | -#: ../../content/applications/essentials/contacts.rst:209 |
| 697 | +#: ../../content/applications/essentials/contacts.rst:211 |
698 | 698 | msgid "Smart buttons" |
699 | 699 | msgstr "" |
700 | 700 |
|
701 | | -#: ../../content/applications/essentials/contacts.rst:211 |
| 701 | +#: ../../content/applications/essentials/contacts.rst:213 |
702 | 702 | msgid "At the top of the contact form, there are some additional options available, known as *smart buttons*." |
703 | 703 | msgstr "" |
704 | 704 |
|
705 | | -#: ../../content/applications/essentials/contacts.rst:214 |
| 705 | +#: ../../content/applications/essentials/contacts.rst:216 |
706 | 706 | 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." |
707 | 707 | msgstr "" |
708 | 708 |
|
709 | | -#: ../../content/applications/essentials/contacts.rst:218 |
| 709 | +#: ../../content/applications/essentials/contacts.rst:220 |
710 | 710 | msgid "For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities related to this customer from the *CRM* app are accessible." |
711 | 711 | msgstr "" |
712 | 712 |
|
713 | | -#: ../../content/applications/essentials/contacts.rst:222 |
| 713 | +#: ../../content/applications/essentials/contacts.rst:224 |
714 | 714 | msgid "If the corresponding applications are installed, their related smart buttons appear automatically on a contact form." |
715 | 715 | msgstr "" |
716 | 716 |
|
717 | | -#: ../../content/applications/essentials/contacts.rst:225 |
| 717 | +#: ../../content/applications/essentials/contacts.rst:227 |
718 | 718 | 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." |
719 | 719 | msgstr "" |
720 | 720 |
|
721 | | -#: ../../content/applications/essentials/contacts.rst:231 |
| 721 | +#: ../../content/applications/essentials/contacts.rst:233 |
722 | 722 | 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." |
723 | 723 | msgstr "" |
724 | 724 |
|
725 | | -#: ../../content/applications/essentials/contacts.rst:234 |
| 725 | +#: ../../content/applications/essentials/contacts.rst:236 |
726 | 726 | 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." |
727 | 727 | msgstr "" |
728 | 728 |
|
729 | | -#: ../../content/applications/essentials/contacts.rst:238 |
| 729 | +#: ../../content/applications/essentials/contacts.rst:240 |
730 | 730 | msgid "Archive contacts" |
731 | 731 | msgstr "" |
732 | 732 |
|
733 | | -#: ../../content/applications/essentials/contacts.rst:240 |
| 733 | +#: ../../content/applications/essentials/contacts.rst:242 |
734 | 734 | 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`." |
735 | 735 | msgstr "" |
736 | 736 |
|
737 | | -#: ../../content/applications/essentials/contacts.rst:244 |
| 737 | +#: ../../content/applications/essentials/contacts.rst:246 |
738 | 738 | msgid "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window." |
739 | 739 | msgstr "" |
740 | 740 |
|
741 | | -#: ../../content/applications/essentials/contacts.rst:246 |
| 741 | +#: ../../content/applications/essentials/contacts.rst:248 |
742 | 742 | 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." |
743 | 743 | msgstr "" |
744 | 744 |
|
745 | | -#: ../../content/applications/essentials/contacts.rst:250 |
| 745 | +#: ../../content/applications/essentials/contacts.rst:252 |
746 | 746 | 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." |
747 | 747 | msgstr "" |
748 | 748 |
|
749 | | -#: ../../content/applications/essentials/contacts.rst:256 |
| 749 | +#: ../../content/applications/essentials/contacts.rst:258 |
750 | 750 | msgid ":doc:`Add different addresses in CRM <../sales/sales/sales_quotations/different_addresses>`" |
751 | 751 | msgstr "" |
752 | 752 |
|
753 | | -#: ../../content/applications/essentials/contacts.rst:257 |
| 753 | +#: ../../content/applications/essentials/contacts.rst:259 |
754 | 754 | msgid "`Odoo's eLearning Contacts tutorial <https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_" |
755 | 755 | msgstr "" |
756 | 756 |
|
|
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