[IMP] sales: updated quotation template for 17

closes odoo/documentation#7198

X-original-commit: edb41d8c51
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
KC (ksc) 2023-12-21 14:08:54 -08:00 committed by Sam Lieber (sali)
parent b5507c4940
commit 075eea9326
9 changed files with 52 additions and 79 deletions

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@ -53,21 +53,10 @@ corner. Doing so reveals a blank quotation template form that can be customized
Start by entering a name for the template in the :guilabel:`Quotation Template` field.
Then, in the :guilabel:`Quotation expires after` field, designate how many days the quotation
template will remain valid for, or leave the field on the default `0` to keep the template valid
Then, in the :guilabel:`Quotation Validity` field, designate how many days the quotation template
will remain valid for, or leave the field on the default `0` to keep the template valid
indefinitely.
If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` features are activated in the
:guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), those options are
available in the :guilabel:`Online confirmation` field.
In the :guilabel:`Online confirmation` field, check the box beside :guilabel:`Signature` to request
an online signature from the customer to confirm an order. Check the box beside :guilabel:`Payment`
to request an online payment from the customer to confirm an order.
Both options can be enabled simultaneously, in which case the customer must provide **both** a
signature **and** a payment to confirm an order.
Next, in the :guilabel:`Confirmation Mail` field, click the blank field to reveal a drop-down menu.
From the drop-down menu, select a pre-configured email template to be sent to customers upon
confirmation of an order.
@ -77,10 +66,11 @@ confirmation of an order.
typing the name of the new email template in the field, and select either: :guilabel:`Create` or
:guilabel:`Create and edit...` from the drop-down menu that appears.
Selecting :guilabel:`Create` creates the email template, which can be edited later. Selecting
:guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create Confirmation
Mail` pop-up window appears, in which the email template can be customized and configured right
away.
Selecting :guilabel:`Create` creates the email template, which can be edited later.
Selecting :guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create
Confirmation Mail` pop-up window appears, in which the email template can be customized and
configured right away.
.. image:: quote_template/create-confirmation-mail-popup.png
:align: center
@ -92,13 +82,32 @@ confirmation of an order.
If working in a multi-company environment, use the :guilabel:`Company` field to designate to which
company this quotation template applies.
In the :guilabel:`Recurrence` field, choose from a variety of pre-configured amounts of time (e.g.
:guilabel:`Monthly`, :guilabel:`Quarterly`) to designate how often this quotation template should
occur.
If a journal is set in the :guilabel:`Invoicing Journal` field, all sales orders with this template
will invoice in that specified journal. If no journal is set in this field, the sales journal with
the lowest sequence is used.
If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` features are activated in the
:guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), those options are
available on quotation template forms.
Check the box beside :guilabel:`Online Signature` to request an online signature from the customer
to confirm an order.
Check the box beside :guilabel:`Online Payment` to request an online payment from the customer to
confirm an order. When :guilabel:`Online Payment` is checked, a new percentage field appears, in
which a specific percentage of payment can be entered.
Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` can be enabled
simultaneously, in which case the customer must provide **both** a signature **and** a payment to
confirm an order.
In the :guilabel:`Recurring Plan` field, choose from a variety of pre-configured amounts of time
(e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`, etc.) to designate how often this quotation
template should occur.
.. note::
The :guilabel:`Recurrence` field **only** applies to subscription plans. For more information,
check out the documentation on :doc:`../../subscriptions/plans`.
The :guilabel:`Recurring Plan` field **only** applies to subscription plans. For more
information, check out the documentation on :doc:`../../subscriptions/plans`.
Lines tab
---------
@ -108,10 +117,6 @@ In the :guilabel:`Lines` tab, products can be added to the quotation template by
section headers), and further explained with discretionary information (such as warranty details,
terms, etc.) by clicking :guilabel:`Add a note`.
.. image:: quote_template/lines-tab-quotation-template.png
:align: center
:alt: Populated lines tab on a quotation template form in Odoo Sales.
To add a product to a quotation template, click :guilabel:`Add a product` in the :guilabel:`Lines`
tab of a quotation template form. Doing so reveals a blank field in the :guilabel:`Product` column.
@ -169,10 +174,6 @@ In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each cross-
related to the original items in the :guilabel:`Lines` tab, if applicable. The products added here
ideally complement the original offering as added value for the prospective buyer.
.. image:: quote_template/optional-products-tab-quotation-template.png
:align: center
:alt: Populated optional products tab on a quotation template in Odoo Sales.
Clicking :guilabel:`Add a line` reveals a blank field in the :guilabel:`Product` column.
When clicked, a drop-down menu with products from the database appear. Select the desired product
@ -191,64 +192,24 @@ The :guilabel:`Terms \& Conditions` tab provides the opportunity to add terms an
quotation template. To add terms and conditions, simply type (or copy/paste) the desired terms and
conditions in this tab.
.. image:: quote_template/terms-and-conditions-tab.png
:align: center
:alt: Terms and conditions tab in a quotation template form in Odoo Sales.
.. seealso::
:doc:`../../../finance/accounting/customer_invoices/terms_conditions`
.. note::
Terms and conditions are **not** required to create a quotation template.
Design quotation templates
==========================
PDF Quote Builder tab
---------------------
In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template`
button.
The :guilabel:`PDF Quote Builder` tab provides options to compose an attractive quotation, with more
information and visually-pleasing elements, to highlight products and/or services.
.. image:: quote_template/design-template-button.png
:align: center
:alt: Design template button in the upper-left corner of quotation template form.
To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, click the :guilabel:`✏️
(pencil)` icon to the right of the respective pages. Click the :guilabel:`🗑️ (trash)` icon to delete
an uploaded PDF.
When clicked, Odoo reveals a preview of the quotation template, through the Odoo *Website*
application, as it will appear on the front-end of the website to the customer.
.. note::
This feature is **only** available if the *Website* application is installed.
Odoo uses numerous blue placeholder blocks to signify where certain elements appear, and what they
contain (e.g. :guilabel:`Template Header`, :guilabel:`Product`).
To edit the content, appearance, and overall design of the quotation template via the *Website*
application, click the :guilabel:`Edit` button in the upper-right corner.
.. image:: quote_template/design-template-edit-button.png
:align: center
:alt: Design template edit button in the upper-right corner of quotation template design.
When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a variety of design elements
and feature-rich building blocks. These building blocks can be dragged-and-dropped anywhere on the
quotation template design.
.. image:: quote_template/design-quotation-building-blocks.png
:align: center
:alt: Design quotation template building blocks sidebar in Odoo Website.
After a block has been dropped in the desired position, it can be customized and configured to fit
any unique need, look, or style.
.. tip::
Quotation template design uses the same methodology and functionality with design building blocks
as a typical web page design with Odoo *Website*. Be sure to check out the
:doc:`../../../websites/website` documentation to learn more.
When all blocks and customizations are complete, click the :guilabel:`Save` button to put those
configurations into place.
There is also a blue banner at the top of the quotation template design with a link to quickly
return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation template form in
the back-end of the *Sales* application.
.. seealso::
:doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`
Use quotation templates
=======================
@ -268,6 +229,18 @@ portal.
:align: center
:alt: Customer preview of a quotation template in Odoo Sales.
.. tip::
Quotation template design uses the same methodology and functionality with design building blocks
as a typical web page design with Odoo *Website*. Be sure to check out the
:doc:`../../../websites/website` documentation to learn more.
When all blocks and customizations are complete, click the :guilabel:`Save` button to put those
configurations into place.
There is also a blue banner at the top of the quotation template design with a link to quickly
return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation form in the
back-end of the *Sales* application.
.. seealso::
- :doc:`get_signature_to_validate`
- :doc:`get_paid_to_validate`

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