51 lines
1.6 KiB
ReStructuredText
51 lines
1.6 KiB
ReStructuredText
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Increase your sales with suggested products
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The use of suggested products is an attempt to offer related and useful
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products to your client. For instance, a client purchasing a cellphone
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could be shown accessories like a protective case, a screen cover, and
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headset.
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Add suggested products to your quotation templates
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Suggested products can be set on *Quotation Templates*.
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.. TODO You can find documentation about it here https://docs.google.com/document/u/1/d/11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY/edit?usp=drive_web&ouid=104638657716670524342
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Once on a template, you can see a *Suggested Products* tab where you
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can add related products or services.
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.. image:: media/optional_items01.png
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:align: center
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You can also add or modify suggested products on the quotation.
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Add suggested products to the quotation
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When opening the quotation from the received email, the customer can add
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the suggested products to the order.
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.. image:: media/optional_items02.png
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:align: center
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.. image:: media/optional_items03.png
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:align: center
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The product(s) will be instantly added to their quotation when clicking
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on any of the little carts.
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.. image:: media/optional_items04.png
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:align: center
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Depending on your confirmation process, they can either digitally sign
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or pay to confirm the quotation.
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Each move done by the customer to the quotation will be tracked in the
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sales order, letting the salesperson see it.
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.. image:: media/optional_items05.png
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:align: center
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