msgid "What is Portal access/Who is a portal user?"
msgstr ""
#: ../../sales/advanced/portal.rst:8
msgid "A portal access is given to a user who has the necessity to have access to Odoo instance, to view certain documents or information in the system."
msgstr ""
#: ../../sales/advanced/portal.rst:12
msgid "For Example: 1. A long term client who needs to view online quotations. 2. Accounting consultant who needs to keep track of the company's financials."
msgstr ""
#: ../../sales/advanced/portal.rst:16
msgid "A portal user has only read/view access. He or she will not be able to edit any document in the system."
msgstr ""
#: ../../sales/advanced/portal.rst:20
msgid "How to give portal access to customers?"
msgstr ""
#: ../../sales/advanced/portal.rst:23
msgid "From Contacts Module"
msgstr ""
#: ../../sales/advanced/portal.rst:25
msgid "From the main menu, select **Contacts** menu. If the contact is not yet created in the system, click on the create button to create new contact. Enter details of the contact and click \"save\"."
msgstr ""
#: ../../sales/advanced/portal.rst:35
msgid "Choose a contact, click on the **Action** menu in the top-center of the interface and from the drop down."
msgstr ""
#: ../../sales/advanced/portal.rst:38
msgid "Select **Portal Access Management**. A pop up window appears."
msgstr ""
#: ../../sales/advanced/portal.rst:43
msgid "Enter the login **email ID**, check the box under **In Portal** and add the content to be included in the email in the text field box below. Click on **Apply** when you're done."
msgstr ""
#: ../../sales/advanced/portal.rst:49
msgid "An email will be sent to the specified email address, indicating that the contact is now a portal user of the respective instance."
msgid "In order to list a product, you need to check the **use eBay** field on a product form. The eBay tab will be available."
msgstr ""
#: ../../sales/ebay/manage.rst:14
msgid "When the **Use Stock Quantity** field is checked, the quantity sets on eBay will be the Odoo **Forecast Quantity**."
msgstr ""
#: ../../sales/ebay/manage.rst:17
msgid "The **Description Template** allows you to use templates for your listings. The default template only use the **eBay Description** field of the product. You can use html inside the **Description Template** and in the **eBay Description**."
msgid "When the **use eBay** on a product with variations is checked and with **Fixed Price** as **Listing Type**, the eBay form is sligthly different. In the variants array, you can choose which variant will be listed on eBay as well as set the price and the quantity for each variant."
msgid "Products identifiers such as EAN, UPC, Brand or MPN are required in most of the eBay category. The module manages the EAN and UPC identifiers with the **Barcode** field of the product variant. If the **Barcode** field is empty or is value is not valid, the EAN and UPC values will be set as 'Does not apply' as recommended by eBay. The Brand and MPN values are working as item specifics and should be define in the **Variants** tab on the product form. If theses values are not set, 'Does not apply' will be used for the eBay listing."
msgid "In order to create your tokens, you need to create a developer account on the `developer portal <https://go.developer.ebay.com/>`_. Once you are logged in, you can create **Sandbox Keys** and **Production Keys** by clicking on the adequate buttons."
msgstr ""
#: ../../sales/ebay/setup.rst:16
msgid "After the creation of the keys, you can get the user token. To do so, click on the **Get a User Token** link in the bottom of the page. Go through the form, log in with you eBay account and you will get the keys and token needed to configure the module in Odoo."
msgstr ""
#: ../../sales/ebay/setup.rst:22
msgid "Set up tokens in Odoo?"
msgstr ""
#: ../../sales/ebay/setup.rst:24
msgid "To set up the eBay integration, go to :menuselection:`Sales --> Configuration --> Settings`."
msgstr ""
#: ../../sales/ebay/setup.rst:29
msgid "First choose if you want to use the production or the sandbox eBay Site. Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert Key**. Apply the changes."
msgstr ""
#: ../../sales/ebay/setup.rst:33
msgid "Once the page is reloaded, you need to synchronize information from eBay. Push on **Sync countries and currencies**, then you can fill in all the other fields."
msgstr ""
#: ../../sales/ebay/setup.rst:36
msgid "When all the fields are filled in, you can synchronize the categories and the policies by clicking on the adequate buttons."
msgid "There are different kind of service sales: prepaid volume of hours/days (e.g. support contract), billing based on time and material (e.g. billing consulting hours) or a fixed price contract (e.g. a project)."
msgid "Milestone invoicing can be used for expensive or large scale projects, with each milestone representing a clear sequence of work that will incrementally build up to the completion of the contract. For example, a marketing agency hired for a new product launch could break down a project into the following milestones, each of them considered as one service with a fixed price on the sale order :"
msgid "In this case, an invoice will be sent to the customer each time a milestone will be successfully reached. That invoicing method is comfortable both for the company which is ensured to get a steady cash flow throughout the project lifetime and for the client who can monitor the project's progress and pay in several times."
msgid "You can also use milestones to invoice percentages of the entire project. For example, for a million euros project, your company might require a 15% upfront payment, 30% at the midpoint and the balance at the contract conclusion. In that case, each payment will be considered as one milestone."
msgid "In Odoo, each milestone of your project is considered as a product. From the **Sales** application, use the menu :menuselection:`Sales --> Products`, create a new product with the following setup:"
msgid "**Track Service**: Manually set quantities on order, as you complete each milestone, you will manually update their quantity from the **Delivered** tab on your sale order"
msgid "Now that your milestones (or products) are created, you can create a quotation or a sale order with each line corresponding to one milestone. For each line, set the **Ordered Quantity** to ``1`` as each milestone is completed once. Once the quotation is confirmed and transformed into a sale order, you will be able to change the delivered quantities when the corresponding milestone has been achieved."
msgid "Let's assume that your first milestone (the strategy audit) has been successfully delivered and you want to invoice it to your customer. On the sale order, click on **Edit** and set the **Delivered Quantity** of the related product to ``1``."
msgid "As soon as the above modification has been saved, you will notice that the color of the line has changed to blue, meaning that the service can now be invoiced. In the same time, the invoice status of the SO has changed from **Nothing To Invoice** to **To Invoice**"
msgid "Click on **Create invoice** and, in the new window that pops up, select **Invoiceable lines** and validate. It will create a new invoice (in draft status) with only the **strategy audit** product as invoiceable."
msgid "In order to be able to invoice a product, you need to set up the **Accounting** application and to configure an accounting journal and a chart of account. Click on the following link to learn more: :doc:`../../../accounting/overview/getting_started/setup`"
msgid "Back on your sale order, you will notice that the **Invoiced** column of your order line has been updated accordingly and that the **Invoice Status** is back to **Nothing to Invoice**."
msgid "It often happens that your employees have to spend their personal money while working on a project for your client. Let's take the example of an employee paying a parking spot for a meeting with your client. As a company, you would like to be able to invoice that expense to your client."
msgid "In this documentation we will see two use cases. The first, very basic, consists of invoicing a simple expense to your client like you would do for a product. The second, more advanced, will consist of invoicing expenses entered in your expense system by your employees directly to your customer."
msgid "Let's take the following example. You are working on a promotion campaign for one of your customers (``Agrolait``) and you have to print a lot of copies. Those copies are an expense for your company and you would like to invoice them."
msgid "Now that your product is correctly set up, you can create a sale order for that product (from the menu :menuselection:`Sales --> Sales Orders`) with the ordered quantities set to 0. Click on **Confirm the Sale** to create the sale order. You will be able then to manually change the delivered quantities on the sale order to reinvoice the copies to your customer."
msgid "At the end of the month, you have printed ``1000`` copies on behalf of your client and you want to re-invoice them. From the related sale order, click on **Delivered Quantities**, manually enter the correct amount of copies and click on **Save**. Your order line will turn blue, meaning that it is ready to be invoiced. Click on **Create invoice**."
msgid "The total amount on your sale order will be of 0 as it is computed on the ordered quantities. It is your invoice which will compute the correct amount due by your customer."
msgid "The invoice generated is in draft, so you can always control the quantities and change the amount if needed. You will notice that the amount to be invoiced is based here on the delivered quantities."
msgid "To illustrate this case, let's imagine that your company sells some consultancy service to your customer ``Agrolait`` and both parties agreed that the distance covered by your consultant will be re-invoiced at cost."
msgid "If your product doesn't exist yet, you can configure it on the fly from the SO. Just type the name on the **product** field and click on **Create and edit** to configure it."
msgid "Depending on your product configuration, an **Analytic Account** may have been generated automatically. If not, you can easily create one in order to link your expenses to the sale order. Do not forget to confirm the sale order."
msgid "Let's assume that your consultant covered ``1.000km`` in October as part of his consultancy project. We will create a expense for it and link it to the related sales order thanks to the analytic account."
msgid "Click on **Submit to manager**. As soon as the expense has been validated and posted to the journal entries, a new line corresponding to the expense will automatically be generated on the sale order."
msgid "There are different kinds of service sales: prepaid volume of hours/days (e.g. support contract), billing based on time and material (e.g. billing consulting hours) and a fixed price contract (e.g. a project)."
msgstr ""
#: ../../sales/invoicing/services/support.rst:9
msgid "In this section, we will have a look at how to sell and keep track of a pre-paid support contract."
msgstr ""
#: ../../sales/invoicing/services/support.rst:12
msgid "As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer."
msgstr ""
#: ../../sales/invoicing/services/support.rst:20
msgid "Install the Sales and Timesheet applications"
msgstr ""
#: ../../sales/invoicing/services/support.rst:22
msgid "In order to sell services, you need to install the **Sales** application, from the **Apps** icon. Install also the **Timesheets** application if you want to track support services you worked on every contract."
msgstr ""
#: ../../sales/invoicing/services/support.rst:33
msgid "Create Products"
msgstr ""
#: ../../sales/invoicing/services/support.rst:35
msgid "By default, products are sold by number of units. In order to sell services ``per hour``, you must allow using multiple unit of measures. From the **Sales** application, go to the menu :menuselection:`Configuration --> Settings`. From this screen, activate the multiple **Unit of Measures** option."
msgstr ""
#: ../../sales/invoicing/services/support.rst:44
msgid "In order to sell a support contract, you must create a product for every support contract you sell. From the **Sales** application, use the menu :menuselection:`Sales --> Products`, create a new product with the following setup:"
msgstr ""
#: ../../sales/invoicing/services/support.rst:48
msgid "**Name**: Technical Support"
msgstr ""
#: ../../sales/invoicing/services/support.rst:52
msgid "**Unit of Measure**: Hours"
msgstr ""
#: ../../sales/invoicing/services/support.rst:54
msgid "**Invoicing Policy**: Ordered Quantities, since the service is prepaid, we will invoice the service based on what has been ordered, not based on delivered quantities."
msgstr ""
#: ../../sales/invoicing/services/support.rst:58
msgid "**Track Service**: Timesheet on contracts. An analytic account will automatically be created for every order containing this service so that you can track hours in the related account."
msgstr ""
#: ../../sales/invoicing/services/support.rst:66
msgid "There are different ways to track the service related to a sale order or product sold. With the above configuration, you can only sell one support contract per order. If your customer orders several service contracts on timesheet, you will have to split the quotation into several orders."
msgstr ""
#: ../../sales/invoicing/services/support.rst:72
msgid "Note that you can sell in different unit of measure than hours, example: days, pack of 40h, etc. To do that, just create a new unit of measure in the **Unit of Measure** category and set a conversion ratio compared to **Hours** (example: ``1 day = 8 hours``)."
msgstr ""
#: ../../sales/invoicing/services/support.rst:78
msgid "Managing support contract"
msgstr ""
#: ../../sales/invoicing/services/support.rst:81
msgid "Quotations and Sale Orders"
msgstr ""
#: ../../sales/invoicing/services/support.rst:83
msgid "Once the product is created, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, your users will be able to record services related to this support contract using the timesheet application."
msgstr ""
#: ../../sales/invoicing/services/support.rst:93
msgid "Timesheets"
msgstr ""
#: ../../sales/invoicing/services/support.rst:95
msgid "To track the service you do on a specific contract, you should use the timesheet application. An analytic account related to the sale order has been automatically created (``SO009 - Agrolait`` on the screenshot here above), so you can start tracking services as soon as it has been sold."
msgstr ""
#: ../../sales/invoicing/services/support.rst:104
msgid "Control delivered support on the sale order"
msgstr ""
#: ../../sales/invoicing/services/support.rst:106
msgid "From the **Sales** application, use the menu :menuselection:`Sales --> Sales Orders` to control the progress of every order. On the sales order line related to the support contract, you should see the **Delivered Quantities** that are updated automatically, based on the number of hours in the timesheet."
msgstr ""
#: ../../sales/invoicing/services/support.rst:116
msgid "Upselling and renewal"
msgstr ""
#: ../../sales/invoicing/services/support.rst:118
msgid "If the number of hours you performed on the support contract is bigger or equal to the number of hours the customer purchased, the sale order **Invoicing Status** is automatically set to **Upselling**. This means you have an opportunity to sell an extra contract to the customer since he used all his quota of service."
msgstr ""
#: ../../sales/invoicing/services/support.rst:124
msgid "Periodically (ideally once every two weeks), you should check the sales order that are in an upselling status. To do this, go to the :menuselection:`Sales --> Sales Order` menu and use the **Upselling** filter to get all orders that are in upselling."
msgstr ""
#: ../../sales/invoicing/services/support.rst:130
msgid "If you use Odoo CRM, a good practice is to create an opportunity for every sale order in upselling invoice status so that you easily track your upselling effort."
msgstr ""
#: ../../sales/invoicing/services/support.rst:134
msgid "If you sell an extra support contract, you can either add a new line on the existing sale order (thus, you continue to timesheet on the same order) or create a new order (thus, people will timesheet their hours on the new contract). To unmark the sale order as **Upselling**, you can set the sale order as done and it will disappear from your upselling list."
msgstr ""
#: ../../sales/invoicing/services/support.rst:141
msgid "Special Configuration"
msgstr ""
#: ../../sales/invoicing/services/support.rst:143
msgid "When creating the product form, you may set a different approach to track the service:"
msgstr ""
#: ../../sales/invoicing/services/support.rst:146
msgid "**Create task and track hours**: in this mode, a task is created for every sale order line. Then when you do the timesheet, you don't record hours on a sale order/contract, but you record hours on a task (that represents the contract). The advantage of this solution is that it allows to sell several service contracts within the same sale order."
msgstr ""
#: ../../sales/invoicing/services/support.rst:153
msgid "**Manually**: you can use this mode if you don't record timesheets in Odoo. The number of hours you worked on a specific contract can be recorded manually on the sale order line directly, in the delivered quantity field."
msgid "I selected a predefined quotation for a new product line offer. The products, the service details are already in the quotation. Of course, I can adapt the offer to fit my clients needs."
msgid "The interface is really smooth. I can add references, some catchy phrases such as closing triggers (*here, you save $500 if you sign the quote within 15 days*). I have a beautiful and modern design. This will help me close my opportunities more easily."
msgid "Plus, reviewing the offer from a mobile phone is easy. Really easy. The customer got a clear quotation with a table of content. We can communicate easily. I identified an upselling opportunity. So, I adapt the offer by adding more products. When the offer is ready, the customer just need to sign it online in just a few clicks. Odoo Sales is integrated with major shipping services: UPS, Fedex, USPS and more. The signed offer creates a delivery order automatically."
msgid "Oh, I also have the transaction and communication history at my fingertips. It's easy for every stakeholder to know clearly the past interaction. And any information related to the transaction."
msgid "Anytime, I can get an in-depth report of my sales activity. Revenue by salespeople or department. Revenue by category of product, drill-down to specific products, by quarter or month,... I like this report: I can add it to my dashboard in just a click."
msgid "Odoo Sales is a powerful, yet easy-to-use app. At first, I used the sales planner. Thanks to it, I got tips and tricks to boost my sales performance."
msgid "Depending on your business and the application you use, there are different ways to automate the customer invoice creation in Odoo. Usually, draft invoices are created by the system (with information coming from other documents like sales order or contracts) and accountant just have to validate draft invoices and send the invoices in batch (by regular mail or email)."
msgid "In most companies, salespeople create quotations that become sales order once they are validated. Then, draft invoices are created based on the sales order. You have different options like:"
msgid "For most other use cases, it's recommended to invoice manually. It allows the salesperson to trigger the invoice on demand with options: invoice ready to invoice line, invoice a percentage (advance), invoice a fixed advance."
msgid "Retailers and eCommerce usually invoice based on delivered quantity , instead of sales order. This approach is suitable for businesses where the quantities you deliver may differs from the ordered quantities: foods (invoice based on actual Kg)."
msgid "This way, if you deliver a partial order, you only invoice for what you really delivered. If you do back orders (deliver partially and the rest later), the customer will receive two invoices, one for each delivery order."
msgid "For subscriptions, an invoice is triggered periodically, automatically. The frequency of the invoicing and the services/products invoiced are defined on the contract."
msgid "An eCommerce order will also trigger the creation of the order when it is fully paid. If you allow paying orders by check or wire transfer, Odoo only creates an order and the invoice will be triggered once the payment is received."
msgid "Users can also create invoices manually without using contracts or a sales order. It's a recommended approach if you do not need to manage the sales process (quotations), or the delivery of the products or services."
msgid "When working with consumers, prices are usually expressed with taxes included in the price (e.g., in most eCommerce). But, when you work in a B2B environment, companies usually negotiate prices with taxes excluded."
msgid "Odoo manages both use cases easily, as long as you register your prices on the product with taxes excluded or included, but not both together. If you manage all your prices with tax included (or excluded) only, you can still easily do sales order with a price having taxes excluded (or included): that's easy."
msgid "This documentation is only for the specific use case where you need to have two references for the price (tax included or excluded), for the same product. The reason of the complexity is that there is not a symmetrical relationship with prices included and prices excluded, as shown in this use case, in belgium with a tax of 21%:"
msgid "But for the same use case, if you register the price without taxes on the product form (8.26€), you get a price with tax included at 9.99€, because:"
msgid "So, depending on how you register your prices on the product form, you will have different results for the price including taxes and the price excluding taxes:"
msgid "If you buy 100 pieces at 10€ taxes included, it gets even more tricky. You will get: **1000€ (taxes included) = 826.45€ (price) + 173.55€ (taxes)** Which is very different from a price per piece at 8.26€ tax excluded."
msgid "This documentation explains how to handle the very specific use case where you need to handle the two prices (tax excluded and included) on the product form within the same company."
msgid "In terms of finance, you have no more revenues selling your product at 10€ instead of 9.99€ (for a 21% tax), because your revenue will be exactly the same at 9.99€, only the tax is 0.01€ higher. So, if you run an eCommerce in Belgium, make your customer a favor and set your price at 9.99€ instead of 10€. Please note that this does not apply to 20€ or 30€, or other tax rates, or a quantity >1. You will also make you a favor since you can manage everything tax excluded, which is less error prone and easier for your salespeople."
msgid "The best way to avoid this complexity is to choose only one way of managing your prices and stick to it: price without taxes or price with taxes included. Define which one is the default stored on the product form (on the default tax related to the product), and let Odoo compute the other one automatically, based on the pricelist and fiscal position. Negotiate your contracts with customers accordingly. This perfectly works out-of-the-box and you have no specific configuration to do."
msgid "If you can not do that and if you really negotiate some prices with tax excluded and, for other customers, others prices with tax included, you must:"
msgid "Your company must be configured with price excluded by default. This is usually the default configuration, but you can check your **Default Sale Tax** from the menu :menuselection:`Configuration --> Settings` of the Accounting application."
msgid "Once done, you can create a **B2C** pricelist. You can activate the pricelist feature per customer from the menu: :menuselection:`Configuration --> Settings` of the Sale application. Choose the option **different prices per customer segment**."
msgid "Once done, create a B2C pricelist from the menu :menuselection:`Configuration --> Pricelists`. It's also good to rename the default pricelist into B2B to avoid confusion."
msgid "Then, create a product at 8.26€, with a tax of 21% (defined as tax not included in price) and set a price on this product for B2C customers at 10€, from the :menuselection:`Sales --> Products` menu of the Sales application:"
msgid "From the accounting application, create a B2C fiscal position from this menu: :menuselection:`Configuration --> Fiscal Positions`. This fiscal position should map the VAT 21% (tax excluded of price) with a VAT 21% (tax included in price)"
msgid "Create a quotation from the Sale application, using the :menuselection:`Sales --> Quotations` menu. You should have the following result: 8.26€ + 1.73€ = 9.99€."
msgid "Then, create a quotation but **change the pricelist to B2C and the fiscal position to B2C** on the quotation, before adding your product. You should have the expected result, which is a total price of 10€ for the customer: 8.26€ + 1.74€ = 10.00€."
msgid "If you negotiate a contract with a customer, whether you negotiate price included or price excluded, you can set the pricelist and the fiscal position on the customer form so that it will be applied automatically at every sale of this customer."
msgid "Note that this is error prone: if you set a fiscal position with tax included in prices but use a pricelist that is not included, you might have wrong prices calculated for you. That's why we usually recommend companies to only work with one price reference."
msgid "How to create and edit an online quotation?"
msgstr ""
#: ../../sales/quotation/online/creation.rst:9
msgid "Enable Online Quotations"
msgstr ""
#: ../../sales/quotation/online/creation.rst:11
msgid "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."
msgstr ""
#: ../../sales/quotation/online/creation.rst:18
msgid "You can view the online version of each quotation you create after enabling this setting by selecting **Preview** from the top of the quotation."
msgstr ""
#: ../../sales/quotation/online/creation.rst:25
msgid "Edit Your Online Quotations"
msgstr ""
#: ../../sales/quotation/online/creation.rst:27
msgid "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."
msgstr ""
#: ../../sales/quotation/online/creation.rst:34
msgid "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."
msgstr ""
#: ../../sales/quotation/online/creation.rst:38
msgid "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."
msgstr ""
#: ../../sales/quotation/online/creation.rst:45
msgid "You can choose to allow payment immediately after the customer validates the quote by selecting a payment option on the quotation template."
msgstr ""
#: ../../sales/quotation/online/creation.rst:48
msgid "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."
msgstr ""
#: ../../sales/quotation/online/creation.rst:52
msgid "Using Online Quotations"
msgstr ""
#: ../../sales/quotation/online/creation.rst:54
msgid "To share an online quotation with your customer, copy the URL of the online quotation, then share it with customer."
msgstr ""
#: ../../sales/quotation/online/creation.rst:60
msgid "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."
msgid "It is possible to configure different addresses for delivery and invoicing. This is very useful, because it could happen that your clients have multiple locations and that the invoice address differs from the delivery location."
msgid "First, go to the Sales application, then click on :menuselection:`Configuration --> Settings` and activate the option **Enable the multiple address configuration from menu**."
msgid "Invoice and/or shipping addresses and even other addresses are added on the contact form. To do so, go to the contact application, select the customer and in the **Contacts & Addresses** tab click on **Create**"
msgid "When you create a new quotation, the option to select an invoice address and a delivery address is now available. Both addresses will automatically be filled in when selecting the customer."
msgid "Quotations are documents sent to customers to offer an estimated cost for a particular set of goods or services. The customer can accept the quotation, in which case the seller will have to issue a sales order, or refuse it."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:13
msgid "For example, my company sells electronic products and my client Agrolait showed interest in buying ``3 iPads`` to facilitate their operations. I would like to send them a quotation for those iPads with a sales price of ``320 USD`` by iPad with a ``5%`` discount."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:18
msgid "This section will show you how to proceed."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:24
msgid "Install the Sales Management module"
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:26
msgid "In order to be able to issue your first quotation, you'll need to install the **Sales Management** module from the app module in the Odoo backend."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:34
msgid "Allow discounts on sales order line"
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:36
msgid "Allowing discounts on quotations is a common sales practice to improve the chances to convert the prospect into a client."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:39
msgid "In our example, we wanted to grant ``Agrolait`` with a ``5%`` discount on the sale price. To enable the feature, go into the **Sales** application, select :menuselection:`Configuration --> Settings` and, under **Quotations and Sales**, tick **Allow discounts on sales order line** (see picture below) and apply your changes."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:49
msgid "Create your quotation"
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:51
msgid "To create your first quotation, click on :menuselection:`Sales --> Quotations` and click on **Create**. Then, complete your quotation as follows:"
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:55
msgid "Customer and Products"
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:57
msgid "The basic elements to add to any quotation are the customer (the person you will send your quotation to) and the products you want to sell. From the quotation view, choose the prospect from the **Customer** drop-down list and under **Order Lines**, click on **Add an item** and select your product. Do not forget to manually add the number of items under **Ordered Quantity** and the discount if applicable."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:67
msgid "If you don't have any customer or product recorded on your Odoo environment yet, you can create them on the fly directly from your quotations :"
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:71
msgid "To add a new customer, click on the **Customer** drop-down menu and click on **Create and edit**. In this new window, you will be able to record all the customer details, such as the address, website, phone number and person of contact."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:76
msgid "To add a new product, under **Order line**, click on add an item and on **Create and Edit** from the drop-down list. You will be able to record your product information (product type, cost, sale price, invoicing policy, etc.) along with a picture."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:82
msgid "Taxes"
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:84
msgid "To parameter taxes, simply go on the taxes section of the product line and click on **Create and Edit**. Fill in the details (for example if you are subject to a ``21%`` taxe on your sales, simply fill in the right amount in percentage) and save."
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:93
msgid "Terms and conditions"
msgstr ""
#: ../../sales/quotation/setup/first_quote.rst:95
msgid "You can select the expiration date of your quotation and add your company's terms and conditions directly in your quotation (see picture below)."
msgid "If you want to see what your quotation looks like before sending it, click on the **Print** button (upper left corner). It will give you a printable PDF version with all your quotation details."
msgid "Update your company's details (address, website, logo, etc) appearing on your quotation from the the **Settings** menu on the app switcher, and on click on the link :menuselection:`Settings --> General settings --> Configure company data`."
msgid "Click on **Send by email** to automatically send an email to your customer with the quotation as an attachment. You can adjust the email body before sending it and even save it as a template if you wish to reuse it."
msgid "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."
msgid "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:"
msgid "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."
msgid "You will then be able to add suggested products to your individual quotations and quotation templates under the **Suggested Products** tab of a quotation."
msgid "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."
msgid "Specifying Terms and conditions is essential to ensure the good relationships between customer and seller. Every seller has to declare all the formal information which includes products and company policy so customer can read all those terms before committing to anything."
msgid "Thanks to Odoo you can easily include your default terms and conditions on every quotation, sales order and invoice. Moreover you can also include specific information regarding any products."
msgid "Let's take the following example: Your company sells water bottles to restaurants and you would like to add the following standard terms and conditions on all your quotations:"
msgid "*Payment is 30 days net upon delivery. Safe storage of the products of MyCompany is necessary in order to ensure their quality, MyCompany will not be held accountable in case of unsafe storage of the products.*"
msgid "No special configuration is needed to be able to add your terms and conditions. It is however necessary to install the invoice application to have the possibility of sending out invoices. To do so go into the app module and install the invoicing application."
msgid "General terms and conditions can be specified in the company data. They will then automatically appear on every sales document from the quotation to the invoice."
msgid "To specify your Terms and Conditions go into :menuselection:`Settings --> General Settings --> Configure your company data` (see picture below)."
msgid "In this new window you will be able to specify our general terms and conditions by editing the page and going in the configuration window (see picture below)."
msgid "It is also possible to add specific information regarding a product on the quotation. To add information regarding the water bottle in your quotation, go into :menuselection:`Sales --> Sales --> Products`."
