diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants.rst b/content/applications/sales/sales/send_quotations/orders_and_variants.rst index 1547df6ae..bf5a9b4b6 100644 --- a/content/applications/sales/sales/send_quotations/orders_and_variants.rst +++ b/content/applications/sales/sales/send_quotations/orders_and_variants.rst @@ -1,78 +1,115 @@ -=================================================== -Use product variants on quotations and sales orders -=================================================== +=============================================== +Product variants on quotations and sales orders +=============================================== -Product variants can be added to quotations and sales orders using the Product Configurator, -Variant Grid Entry, or both. +Product variants can be added to quotations and sales orders using the *product configurator*, +*variant grid entry*, or both. Configuration ============= -To enable product variants on quotations and sales orders, go to :menuselection:`Sales --> -Configuration --> Settings --> Product Catalog` and activate one or both of the -:guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, click -:guilabel:`Save` to apply the settings. +To enable product variants on quotations and sales orders, go to :menuselection:`Sales app --> +Configuration --> Settings`, and under the :guilabel:`Product Catalog` heading, activate one (or +both) of the :guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, +click :guilabel:`Save` to apply the settings. .. image:: orders_and_variants/activating-entry-type-settings.png :align: center :alt: Activating entry type settings. -After saving the settings, configure the product form. Head over to :menuselection:`Sales --> -Products --> Products` and select any product (or click :guilabel:`Create` to create a new one). -On the product form, click :guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under -:guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or +After saving the settings, it's time to configure the product form. + +To do that, navigate to :menuselection:`Sales app --> Products --> Products`, and select the desired +product to configure (or click :guilabel:`Create` to open a blank product form, and create a new +one). + +On the product form, click :guilabel:`Edit`, and select the :guilabel:`Variants` tab. Click +:guilabel:`Add a line` to add an attribute in the :guilabel:`Attribute` column, like `Color` or +`Size`, for example. + +Once the attribute is chosen, select the desired values to apply to that attribute in the +:guilabel:`Values` column. To select the desired values, click into the blank field beneath the +:guilabel:`Values` column. + +Then, select an option from the drop-down menu that appears. Or, create a new value by typing in the +new value, and click :guilabel:`Create` from the drop-down menu that appears beneath the new value. + +When a product has *at least* two variants (one attribute with two values), the :guilabel:`Sales +Variant Selection` option appears at the bottom of the :guilabel:`Variants` tab. That is the +**only** way to make that option appear, so keep that in mind. + +Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or :guilabel:`Order Grid Entry`. This selection determines which method is used to add the product to -quotations or sales orders. Finally, click :guilabel:`Save` to apply the setting. +quotations or sales orders. + +- :guilabel:`Product Configurator`: choose attribute values to add the matching product variant to + the order. +- :guilabel:`Order Grid Entry`: add several variants at once from the grid of attribute values. + +Once a selection is made, click :guilabel:`Save` on the product form to apply the setting. .. image:: orders_and_variants/sales-variant-selection.png :align: center :alt: Sales variant selection. -.. note:: - The product must have at least two variants (one attribute with two values) created in order for - the :guilabel:`Sales Variant Selection` option to appear. Click :guilabel:`Add a line` under - :guilabel:`Attribute` to add attributes and values to this product and create product variants. +Product configurator +==================== -Use the Product Configurator -============================ +The *product configurator* appears on a quotation or sales order when products that have **both** +variants configured are added, and the :guilabel:`Product Configurator` option is selected on the +product form. -The :guilabel:`Product Configurator` appears on a quotation or sales order when products are added -that have both variants configured and the :guilabel:`Product Configurator` option selected. +The product configurator lets salespeople choose exactly which product variant to add to +the quotation or sales order, using a format similar to online shopping. Color options display any +HTML color codes set up in the :guilabel:`Color` attribute. -The :guilabel:`Product Configurator` lets salespeople choose exactly which product variant to add -to the quotation or sales order using a format similar to online shopping. Color options display -any HTML color codes set up in the :guilabel:`Color` attribute. Features with an additional cost -will display the additional cost next to their name. Once the desired product variant attributes -are selected, click :guilabel:`Add` to add the product variant to the quotation or sales order. +Features with an additional cost display the additional cost next to their name. Once the desired +product variant attributes are selected, click :guilabel:`Add` to add the product variant to the +quotation or sales order. .. image:: orders_and_variants/configurator-price-extras.png :align: center :alt: Product Configurator and Price Extras. By default, the product variant attributes are displayed on the quotation or sales order in the -:guilabel:`Description` column, but the :guilabel:`Product Variant` column can be added through the -additional options menu (3 vertical dots icon). +:guilabel:`Description` column, but a dedicated :guilabel:`Product Variant` column can be added, via +the additional options menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the +far-right side of the columns, in the :guilabel:`Order Lines` tab). -Use Variant Grid Entries -======================== +.. image:: orders_and_variants/product-variant-column-option.png + :align: center + :alt: Product variant column option in order lines tab of quotation. -:guilabel:`Variant Grid Entries` appear on a quotation or sales order when products are added that -have both variants configured and the :guilabel:`Order Grid Entry` option selected. Grid entry can -streamline the process of creating large, varied quotations by letting salespeople enter exact -quantities of each product variant all at once. +Just click the checkbox next to :guilabel:`Product Variant`, and that column appears in the +:guilabel:`Order Lines` tab. -:guilabel:`Variant Grid Entry` displays a grid of every variant available for the selected product. -Choose the exact quantities of each product variant for a quotation or sales order by typing in the -number or using the arrows. :guilabel:`Not Available` is displayed when a particular variant has -been deactivated in the database. Once all the product variants and their quantities have been set, -click :guilabel:`Confirm` to add them to the quotation or sales order. +Variant grid entries +==================== + +*Variant grid entries* appear on a quotation or sales order when products that have both variants +configured are added, and the :guilabel:`Order Grid Entry` option is selected on the product form. + +The grid entry feature streamlines the process of creating large, varied quotations by letting +salespeople enter exact quantities of each product variant all at once. + +The :guilabel:`Choose Product Variants` pop-up form that appears, displays a grid of every variant +available for that specific product. + +From the :guilabel:`Choose Product Variants` pop-up form, choose the exact quantities of each +product variant for a quotation or sales order by typing in the number or using the arrows in each +column. The :guilabel:`Not Available` warning is displayed when a particular variant has been +deactivated in the database. + +Once all the product variants and their quantities have been set in the pop-up form, click +:guilabel:`Confirm` to add them to the quotation or sales order. .. image:: orders_and_variants/grid-entry-popup-amounts.png :align: center - :alt: Variant Grid Entry pop-up. + :alt: Variant Grid Entry pop-up form. -Each product variant appears as an individual line item on the quotation or sales order, because -each of these items has its own stock. +Each product variant appears as an individual line item on the quotation or sales order with the +chosen quantity from the :guilabel:`Choose Product Variants` pop-up form, because each of these +items has its own stock. .. image:: orders_and_variants/grid-variants-line-items.png :align: center diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/activating-entry-type-settings.png b/content/applications/sales/sales/send_quotations/orders_and_variants/activating-entry-type-settings.png index d99464648..7cee98743 100644 Binary files a/content/applications/sales/sales/send_quotations/orders_and_variants/activating-entry-type-settings.png and b/content/applications/sales/sales/send_quotations/orders_and_variants/activating-entry-type-settings.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/configurator-price-extras.png b/content/applications/sales/sales/send_quotations/orders_and_variants/configurator-price-extras.png index 36276f6bb..0ba58d580 100644 Binary files a/content/applications/sales/sales/send_quotations/orders_and_variants/configurator-price-extras.png and b/content/applications/sales/sales/send_quotations/orders_and_variants/configurator-price-extras.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/product-variant-column-option.png b/content/applications/sales/sales/send_quotations/orders_and_variants/product-variant-column-option.png new file mode 100644 index 000000000..e996b4642 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/product-variant-column-option.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/sales-variant-selection.png b/content/applications/sales/sales/send_quotations/orders_and_variants/sales-variant-selection.png index e2c79aa16..e545e302d 100644 Binary files a/content/applications/sales/sales/send_quotations/orders_and_variants/sales-variant-selection.png and b/content/applications/sales/sales/send_quotations/orders_and_variants/sales-variant-selection.png differ