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..f44233596 100644 --- a/content/applications/sales/sales/send_quotations/orders_and_variants.rst +++ b/content/applications/sales/sales/send_quotations/orders_and_variants.rst @@ -1,79 +1,116 @@ -=================================================== -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. +Before getting into detail about how to use product variants on quotations and sales orders, it's +recommended to learn about :doc:`../products_prices/products/variants` in Odoo. -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. - -.. 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 -: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. - -.. image:: orders_and_variants/sales-variant-selection.png - :align: center - :alt: Sales variant selection. +Once familiarized with the basics surrounding product variants, the following covers how product +variants can be added to quotations and sales orders using the *product configurator* or *order grid +entry*. .. 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. + It should be noted that the setting is titled, *Variant Grid Entry* on the *Sales* app settings + page, and titled, *Order Grid Entry* on product forms. So, be sure to keep that in mind. -Use the Product Configurator -============================ +Settings +======== -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. +When working with product variants, Odoo uses the product configurator, by default. To add the +variant grid entry option, that feature **must** be enabled in the Odoo *Sales* application. The +variant grid entry option provides a pop-up window on the quotation/sales order to simplify the +variant selection process. -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. +To enable that setting, go to :menuselection:`Sales app --> Configuration --> Settings`, and scroll +to the :guilabel:`Product Catalog` section. Then, check the box next to the :guilabel:`Variant Grid +Entry` option, and click :guilabel:`Save`. -.. image:: orders_and_variants/configurator-price-extras.png +.. image:: orders_and_variants/order-grid-entry-setting.png :align: center - :alt: Product Configurator and Price Extras. + :alt: The variant grid entry setting in the Odoo Sales application. -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). +.. note:: + Of course, the :guilabel:`Variants` feature **must** also be activated, in order to use product + variants on quotations and sales orders. -Use Variant Grid Entries -======================== +Product configuration +===================== -: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. +Once the :guilabel:`Variant Grid Entry` setting is enabled, both options (*Product Configurator* and +*Order Grid Entry*) become available on every product form. -: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. +To configure a product form to use either a product configurator or variant grid entry, start by +navigating to :menuselection:`Sales app --> Products --> Products` to view all the products in the +database. -.. image:: orders_and_variants/grid-entry-popup-amounts.png +Then, select the desired product to configure, or click :guilabel:`New`, to create a new product +from scratch. Once on the product form, click into the :guilabel:`Attributes \& Variants` tab, where +product variants can be viewed, modified, and added. + +At the bottom of the :guilabel:`Attributes \& Variants` tab, there is a :guilabel:`Sales Variant +Selection` section with two options: :guilabel:`Product Configurator` and :guilabel:`Order Grid +Entry`. + +.. note:: + It should be noted that these options **only** appear if at least two values of an attribute have + been added to the record. + +.. image:: orders_and_variants/attributes-variants-tab-selection-options.png :align: center - :alt: Variant Grid Entry pop-up. + :alt: Sales variant selection options on the attributes and variants tab on product 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. +These options determine which method is used when adding product variants to quotations or sales +orders. -.. image:: orders_and_variants/grid-variants-line-items.png +The :guilabel:`Product Configurator` provides a pop-up window that neatly displays all the available +product variants for that particular product when it's added to a quotation. However, only one +variant can be selected/added at a time. + +The :guilabel:`Order Grid Entry` provides the same information as the :guilabel:`Product +Configurator` in a table layout, allowing the user to select larger numbers of unique product +variants, and add them to a quotation/sales order, in a single view. + +Product configurator +==================== + +The product configurator feature appears as a :guilabel:`Configure` pop-up window, as soon as a +product with (at least two) variants is added to a quotation or sales order, but **only** if the +:guilabel:`Product Configurator` option is selected on its product form. + +.. image:: orders_and_variants/product-configurator-window.png :align: center - :alt: Line items for grid variants. + :alt: The product configurator pop-up window that appears on a quotation or sales order. + +.. note:: + This :guilabel:`Configure` pop-up window also appears if the :guilabel:`Order Grid Entry` setting + is **not** activated, as it is the default option Odoo uses when dealing with product variants on + quotations and/or sales orders. + +The :guilabel:`Product Configurator` option lets salespeople choose exactly which product variant to +add to the quotation or sales order using a format similar to online shopping. + +Order grid entry +================ + +The order grid entry feature appears as a :guilabel:`Choose Product Variants` pop-up window, as soon +as a product with (at least two) variants is added to a quotation or sales order, but **only** if +the :guilabel:`Order Grid Entry` option is selected on its product form. + +.. image:: orders_and_variants/choose-product-variants-popup.png + :align: center + :alt: The choose product variants pop-up window that appears on a quotation in Odoo. + +The :guilabel:`Choose Product Variants` pop-up window features all the variant options for that +particular product. From this pop-up window, the salesperson can designate how many of each variant +they'd like to add to the quotation/sales order at once. + +When all the desired quantities and variants have been selected, the salesperson simply clicks +:guilabel:`Confirm`, and those orders are instantly added to the quotation/sales order in the +:guilabel:`Order Lines` tab. + +.. image:: orders_and_variants/order-grid-entry-order-lines-tab.png + :align: center + :alt: Populated order lines tab after order grid entry has been chosen to select products. + +.. seealso:: + :doc:`../products_prices/products/variants` 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 deleted file mode 100644 index d99464648..000000000 Binary files a/content/applications/sales/sales/send_quotations/orders_and_variants/activating-entry-type-settings.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/attributes-variants-tab-selection-options.png b/content/applications/sales/sales/send_quotations/orders_and_variants/attributes-variants-tab-selection-options.png new file mode 100644 index 000000000..2eb6177b0 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/attributes-variants-tab-selection-options.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/choose-product-variants-popup.png b/content/applications/sales/sales/send_quotations/orders_and_variants/choose-product-variants-popup.png new file mode 100644 index 000000000..c08e3ce96 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/choose-product-variants-popup.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 deleted file mode 100644 index 36276f6bb..000000000 Binary files a/content/applications/sales/sales/send_quotations/orders_and_variants/configurator-price-extras.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/grid-entry-popup-amounts.png b/content/applications/sales/sales/send_quotations/orders_and_variants/grid-entry-popup-amounts.png deleted file mode 100644 index 6eb825d29..000000000 Binary files a/content/applications/sales/sales/send_quotations/orders_and_variants/grid-entry-popup-amounts.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/grid-variants-line-items.png b/content/applications/sales/sales/send_quotations/orders_and_variants/grid-variants-line-items.png deleted file mode 100644 index 2887a64f2..000000000 Binary files a/content/applications/sales/sales/send_quotations/orders_and_variants/grid-variants-line-items.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-order-lines-tab.png b/content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-order-lines-tab.png new file mode 100644 index 000000000..ae11f91d0 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-order-lines-tab.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-setting.png b/content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-setting.png new file mode 100644 index 000000000..f5200565b Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-setting.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/product-configurator-window.png b/content/applications/sales/sales/send_quotations/orders_and_variants/product-configurator-window.png new file mode 100644 index 000000000..7eb8e72a2 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/product-configurator-window.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 deleted file mode 100644 index e2c79aa16..000000000 Binary files a/content/applications/sales/sales/send_quotations/orders_and_variants/sales-variant-selection.png and /dev/null differ