documentation/sales/quotation/setup/optional.rst

47 lines
1.6 KiB
ReStructuredText
Raw Permalink Normal View History

2015-11-10 20:56:57 +07:00
================================================
How to display optional products on a quotation?
================================================
Overview
========
The use of suggested products is a marketing strategy that attempts
to increase the amount a customer spends once they begin the buying
process. For instance, a customer purchasing a cell phone could be
shown accessories like a protective case, a screen cover, and headset.
In Odoo, a customer can be presented with additional products that are
relevant to their chosen purchase in one of several locations.
Configuration
=============
Suggested products can be added to quotations directly, or to the ecommerce
platform via each product form. In order to use suggested products, you will
need to have the **Ecommerce** app installed:
Quotations
----------
To add suggested products to 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/optional01.png
:align: center
You will then be able to add suggested products to your individual quotations and
quotation templates under the **Suggested Products** tab of a quotation.
.. image:: media/optional02.png
:align: center
Website Sales
-------------
You can add suggested products to a product on its product form, under the Website
heading in the **Sales** tab. **Suggested products** will appear on the *product*
page, and **Accessory Products** will appear on the *cart* page prior to checkout.
.. image:: media/optional06.png
:align: center