diff --git a/content/applications/sales/sales/send_quotations/quote_template.rst b/content/applications/sales/sales/send_quotations/quote_template.rst index 1c97472a9..fee9062b2 100644 --- a/content/applications/sales/sales/send_quotations/quote_template.rst +++ b/content/applications/sales/sales/send_quotations/quote_template.rst @@ -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` diff --git a/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png b/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png index 8553aacd5..0aeca4f6e 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png and b/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png b/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png index 8b08a5bca..fe3bb6d85 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png and b/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/design-quotation-building-blocks.png b/content/applications/sales/sales/send_quotations/quote_template/design-quotation-building-blocks.png deleted file mode 100644 index 36c7aff0b..000000000 Binary files a/content/applications/sales/sales/send_quotations/quote_template/design-quotation-building-blocks.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/design-template-button.png b/content/applications/sales/sales/send_quotations/quote_template/design-template-button.png deleted file mode 100644 index 20dda4169..000000000 Binary files a/content/applications/sales/sales/send_quotations/quote_template/design-template-button.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/design-template-edit-button.png b/content/applications/sales/sales/send_quotations/quote_template/design-template-edit-button.png deleted file mode 100644 index 9695b1a62..000000000 Binary files a/content/applications/sales/sales/send_quotations/quote_template/design-template-edit-button.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/lines-tab-quotation-template.png b/content/applications/sales/sales/send_quotations/quote_template/lines-tab-quotation-template.png deleted file mode 100644 index 484a42f3c..000000000 Binary files a/content/applications/sales/sales/send_quotations/quote_template/lines-tab-quotation-template.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/optional-products-tab-quotation-template.png b/content/applications/sales/sales/send_quotations/quote_template/optional-products-tab-quotation-template.png deleted file mode 100644 index bf1862d8e..000000000 Binary files a/content/applications/sales/sales/send_quotations/quote_template/optional-products-tab-quotation-template.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/terms-and-conditions-tab.png b/content/applications/sales/sales/send_quotations/quote_template/terms-and-conditions-tab.png deleted file mode 100644 index 3e2520369..000000000 Binary files a/content/applications/sales/sales/send_quotations/quote_template/terms-and-conditions-tab.png and /dev/null differ