94 lines
2.9 KiB
ReStructuredText
94 lines
2.9 KiB
ReStructuredText
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=======================
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Use quotation templates
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=======================
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If you often sell the same products or services, you can save a lot of
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time by creating custom quotation templates. By using a template you can
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send a complete quotation in no time.
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Configuration
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=============
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For this feature to work, go to :menuselection:`Sales --> Configuration
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--> Settings` and activate *Quotations Templates*.
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.. image:: media/quote_template01.png
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:align: center
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Create your first template
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==========================
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You will find the templates menu under :menuselection:`Sales -->
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Configuration`.
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You can then create or edit an existing one. Once named, you will be
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able to select the product(s) and their quantity as well as the
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expiration time for the quotation.
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.. image:: media/quote_template02.png
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:align: center
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On each template, you can also specify discounts if the option is
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activated in the *Sales* settings. The base price is set in the
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product configuration and can be alterated by customer pricelists.
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.. TODO (TO LINK DOC LATER WHEN DONE based on this https://www.odoo.com/documentation/user/11.0/sales/products_prices/prices/pricing.html
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Edit your template
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==================
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You can edit the customer interface of the template that they see to
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accept or pay the quotation. This lets you describe your company,
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services and products. When you click on *Edit Template* you will be
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brought to the quotation editor.
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.. image:: media/quote_template03.png
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:align: center
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.. image:: media/quote_template04.png
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:align: center
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This lets you edit the description content thanks to drag & drop of
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building blocks. To describe your products add a content block in the
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zone dedicated to each product.
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.. image:: media/quote_template05.png
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:align: center
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.. note::
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The description set for the products will be used in all
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quotations templates containing those products.
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Use a quotation template
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========================
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When creating a quotation, you can select a template.
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.. image:: media/quote_template06.png
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:align: center
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Each product in that template will be added to your quotation.
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.. tip::
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You can select a template to be suggested by default in the
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*Sales* settings.
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Confirm the quotation
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=====================
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Templates also ease the confirmation process for customers with a
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digital signature or online payment. You can select that in the template
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itself.
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.. image:: media/quote_template07.png
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:align: center
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Every quotation will now have this setting added to it.
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Of course you can still change it and make it specific for each
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quotation.
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.. todo seealso
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.. `*https://docs.google.com/document/d/1OkC9MVvuDvzz2b9gZjfzMPzep7qdbOyZZxE0ZZj2K7E/edit* <https://docs.google.com/document/d/1OkC9MVvuDvzz2b9gZjfzMPzep7qdbOyZZxE0ZZj2K7E/edit>`__..
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.. `*https://docs.google.com/document/d/1LZC5C8dZY2gvP6QHx2w5BlakIxgcHIP6GeEuBBfsRNc/edit* <https://docs.google.com/document/d/1LZC5C8dZY2gvP6QHx2w5BlakIxgcHIP6GeEuBBfsRNc/edit>`__
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