[ADD] Sales: adding doc about variants in orders
closes odoo/documentation#2732
Task: 2574874
X-original-commit: 05d10ab355
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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@ -14,3 +14,4 @@ Send Quotations
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send_quotations/deadline
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send_quotations/different_addresses
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send_quotations/terms_and_conditions
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send_quotations/orders_and_variants
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@ -0,0 +1,79 @@
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===================================================
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Use product variants on quotations and sales orders
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===================================================
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Product variants can be added to quotations and sales orders using the Product Configurator,
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Variant Grid Entry, or both.
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Configuration
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=============
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To enable product variants on quotations and sales orders, go to :menuselection:`Sales -->
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Configuration --> Settings --> Product Catalog` and activate one or both of the
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:guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, click
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:guilabel:`Save` to apply the settings.
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.. image:: orders_and_variants/activating-entry-type-settings.png
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:align: center
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:alt: Activating entry type settings.
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After saving the settings, configure the product form. Head over to :menuselection:`Sales -->
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Products --> Products` and select any product (or click :guilabel:`Create` to create a new one).
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On the product form, click :guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under
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:guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or
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:guilabel:`Order Grid Entry`. This selection determines which method is used to add the product to
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quotations or sales orders. Finally, click :guilabel:`Save` to apply the setting.
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.. image:: orders_and_variants/sales-variant-selection.png
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:align: center
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:alt: Sales variant selection.
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.. note::
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The product must have at least two variants (one attribute with two values) created in order for
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the :guilabel:`Sales Variant Selection` option to appear. Click :guilabel:`Add a line` under
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:guilabel:`Attribute` to add attributes and values to this product and create product variants.
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Use the Product Configurator
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============================
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The :guilabel:`Product Configurator` appears on a quotation or sales order when products are added
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that have both variants configured and the :guilabel:`Product Configurator` option selected.
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The :guilabel:`Product Configurator` lets salespeople choose exactly which product variant to add
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to the quotation or sales order using a format similar to online shopping. Color options display
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any HTML color codes set up in the :guilabel:`Color` attribute. Features with an additional cost
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will display the additional cost next to their name. Once the desired product variant attributes
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are selected, click :guilabel:`Add` to add the product variant to the quotation or sales order.
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.. image:: orders_and_variants/configurator-price-extras.png
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:align: center
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:alt: Product Configurator and Price Extras.
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By default, the product variant attributes are displayed on the quotation or sales order in the
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:guilabel:`Description` column, but the :guilabel:`Product Variant` column can be added through the
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additional options menu (3 vertical dots icon).
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Use Variant Grid Entries
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========================
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:guilabel:`Variant Grid Entries` appear on a quotation or sales order when products are added that
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have both variants configured and the :guilabel:`Order Grid Entry` option selected. Grid entry can
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streamline the process of creating large, varied quotations by letting salespeople enter exact
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quantities of each product variant all at once.
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:guilabel:`Variant Grid Entry` displays a grid of every variant available for the selected product.
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Choose the exact quantities of each product variant for a quotation or sales order by typing in the
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number or using the arrows. :guilabel:`Not Available` is displayed when a particular variant has
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been deactivated in the database. Once all the product variants and their quantities have been set,
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click :guilabel:`Confirm` to add them to the quotation or sales order.
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.. image:: orders_and_variants/grid-entry-popup-amounts.png
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:align: center
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:alt: Variant Grid Entry pop-up.
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Each product variant appears as an individual line item on the quotation or sales order, because
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each of these items has its own stock.
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.. image:: orders_and_variants/grid-variants-line-items.png
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:align: center
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:alt: Line items for grid variants.
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