2016-04-22 18:39:12 +07:00
|
|
|
===========================================
|
|
|
|
|
How to create and edit an online quotation?
|
|
|
|
|
===========================================
|
|
|
|
|
|
|
|
|
|
Configuration
|
|
|
|
|
=============
|
|
|
|
|
|
|
|
|
|
Enable Online Quotations
|
|
|
|
|
------------------------
|
|
|
|
|
|
|
|
|
|
To send online quotations, you must first enable online quotations in the Sales app
|
|
|
|
|
from :menuselection:`Configuration --> Settings`. Doing so will prompt you to install
|
|
|
|
|
the Website app if you haven't already.
|
|
|
|
|
|
|
|
|
|
.. image:: media/creation01.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
You can view the online version of each quotation you create after enabling this setting
|
|
|
|
|
by selecting **Preview** from the top of the quotation.
|
|
|
|
|
|
|
|
|
|
.. image:: media/creation02.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
Edit Your Online Quotations
|
|
|
|
|
---------------------------
|
|
|
|
|
|
|
|
|
|
The online quotation page can be edited for each quotation template in the Sales app
|
|
|
|
|
via :menuselection:`Configuration --> Quotation Templates`. From within any quotation
|
|
|
|
|
template, select **Edit Template** to be taken to the corresponding page of your website.
|
|
|
|
|
|
|
|
|
|
.. image:: media/creation03.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
You can add text, images, and structural elements to the quotation page by dragging
|
|
|
|
|
and dropping blocks from the pallet on the left sidebar menu. A table of contents
|
|
|
|
|
will be automatically generated based on the content you add.
|
|
|
|
|
|
|
|
|
|
Advanced descriptions for each product on a quotation are displayed on the online quotation
|
|
|
|
|
page. These descriptions are inherited from the product page in your eCommerce Shop, and
|
|
|
|
|
can be edited directly on the page through the inline text editor.
|
|
|
|
|
|
|
|
|
|
.. image:: media/creation04.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
You can choose to allow payment immediately after the customer validates the quote by selecting
|
|
|
|
|
a payment option on the quotation template.
|
|
|
|
|
|
|
|
|
|
You can edit the webpage of an individual quotation as you would for any web page by clicking
|
|
|
|
|
the **Edit** button. Changes made in this way will only affect the individual quotation.
|
|
|
|
|
|
|
|
|
|
Using Online Quotations
|
|
|
|
|
=======================
|
|
|
|
|
|
|
|
|
|
To share an online quotation with your customer, copy the URL of the online quotation,
|
|
|
|
|
then share it with customer.
|
|
|
|
|
|
|
|
|
|
.. image:: media/creation05.png
|
|
|
|
|
:align: center
|
|
|
|
|
|
|
|
|
|
Alternatively, your customer can access their online quotations by logging into your
|
|
|
|
|
website through the customer portal. Your customer can accept or reject the quotation,
|
|
|
|
|
print it, or negotiate the terms in the chat box. You will also receive a notification
|
|
|
|
|
in the chatter within Odoo whenever the customer views the quotation.
|
