[IMP] sales: updated optional_products for 16
closes odoo/documentation#5409 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
parent
1e2a29338e
commit
22d41dc2f3
@ -20,40 +20,50 @@ quotations by navigating to the :guilabel:`Optional Products` tab on a quotation
|
|||||||
:align: center
|
:align: center
|
||||||
:alt: How to add optional products to your quotations on Odoo Sales.
|
:alt: How to add optional products to your quotations on Odoo Sales.
|
||||||
|
|
||||||
|
To add an optional product(s) to a quotation, click :guilabel:`Add a product` in the
|
||||||
|
:guilabel:`Optional Products` tab of a quotation. Doing so 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
|
||||||
|
from the drop-down menu to add it as an optional product to the quotation template.
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
Click the :guilabel:`Customer Preview` button to reveal a preview of the quotation customers
|
If the desired product isn't readily visible, type the name of the desired product in the field,
|
||||||
would receive via email, along with the optional products they have a chance of adding to their
|
and the option appears in the drop-down menu. Then, select that desired product to add it to the
|
||||||
order.
|
quotation.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
When a product is added, the default :guilabel:`Quantity` is `1`, but that can be edited at any
|
||||||
|
time.
|
||||||
|
|
||||||
|
To delete any line item from the :guilabel:`Optional Products` tab, click the :guilabel:`🗑️ (trash
|
||||||
|
can)` icon.
|
||||||
|
|
||||||
|
Click the :guilabel:`Preview` button, located in the upper-left corner of the quotation, to reveal a
|
||||||
|
preview of the quotation customers would receive, via email, along with the optional products they
|
||||||
|
can potentially add to their order, located in the :guilabel:`Options` section.
|
||||||
|
|
||||||
.. image:: optional_products/optional-products-checkout.png
|
.. image:: optional_products/optional-products-checkout.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Preview your quotations on Odoo Sales.
|
:alt: Preview your quotations on Odoo Sales.
|
||||||
|
|
||||||
In practice, customers are able to add different optional products to an order by clicking the
|
Customers are able to add different optional products to an order by clicking the :guilabel:`🛒
|
||||||
:guilabel:`🛒 (shopping cart)` icon, located to the right of the optional product line. If a
|
(shopping cart)` icon, located to the right of the optional product line.
|
||||||
customer selects all the optional products suggested, these additional items are automatically
|
|
||||||
filled in on the quotation that is managed by the salesperson.
|
|
||||||
|
|
||||||
.. image:: optional_products/optional-products-add-to-cart.png
|
If a customer selects optional products, these are automatically added to the quotation managed by
|
||||||
:align: center
|
the salesperson.
|
||||||
:alt: How to select optional products on Odoo Sales.
|
|
||||||
|
|
||||||
When the customer adds an optional product(s) to an order, the salesperson is instantly notified
|
When the customer adds an optional product(s) to an order, the salesperson is instantly notified
|
||||||
about the change, along with any other change the customer makes to an order. This allows
|
about the change, along with any other change the customer makes to an order. This allows
|
||||||
salespeople to stay up-to-date with everything related to an order in the backend of the *Sales*
|
salespeople to stay up-to-date with everything related to an order in the backend of the *Sales*
|
||||||
application.
|
application.
|
||||||
|
|
||||||
.. image:: optional_products/optional-products-order-lines.png
|
|
||||||
:align: center
|
|
||||||
:alt: How to follow each movement made by your customers on Odoo Sales.
|
|
||||||
|
|
||||||
Optional products on quotation templates
|
Optional products on quotation templates
|
||||||
========================================
|
========================================
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
Be sure to review the documentation on how to
|
Be sure to review the :doc:`quote_template` documentation to better understand how quotation
|
||||||
:doc:`/applications/sales/sales/send_quotations/quote_template` to better understand how
|
templates work before reading the following information.
|
||||||
quotation templates work before reading the following information.
|
|
||||||
|
|
||||||
For quotation templates, just like a typical quotation form, there is also an :guilabel:`Optional
|
For quotation templates, just like a typical quotation form, there is also an :guilabel:`Optional
|
||||||
Products` tab, wherein related products or services can be added to a quotation template.
|
Products` tab, wherein related products or services can be added to a quotation template.
|
||||||
@ -62,9 +72,17 @@ To add optional products to a quotation template, navigate to :menuselection:`Sa
|
|||||||
Configuration --> Quotation Templates`. Then, either select an existing quotation template to edit,
|
Configuration --> Quotation Templates`. Then, either select an existing quotation template to edit,
|
||||||
or create a new one by clicking :guilabel:`New`.
|
or create a new one by clicking :guilabel:`New`.
|
||||||
|
|
||||||
On the quotation form, click :guilabel:`Edit`, then click the :guilabel:`Optional Products` tab.
|
On the quotation template form, click the :guilabel:`Optional Products` tab. Under the
|
||||||
Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, and select the desired
|
:guilabel:`Optional Products` tab, click :guilabel:`Add a line`, and select the desired product to
|
||||||
product to add as an optional product to the quotation template.
|
add as an optional product to the quotation template.
|
||||||
|
|
||||||
|
.. image:: optional_products/optional-products-tab-quotation-template.png
|
||||||
|
:align: center
|
||||||
|
:alt: Preview your quotations on Odoo Sales.
|
||||||
|
|
||||||
|
The products added in the :guilabel:`Optional Products` tab are present in the quotation, by
|
||||||
|
default, whenever that particular quotation template is used. These products can be removed, and
|
||||||
|
additional products can be added, before the quotation is sent to a customer.
|
||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
It's best to offer optional products that would encourage a customer to add additional items to
|
It's best to offer optional products that would encourage a customer to add additional items to
|
||||||
@ -74,17 +92,8 @@ product to add as an optional product to the quotation template.
|
|||||||
For example, if a customer purchases a wooden chair, some optional products could be: a warranty
|
For example, if a customer purchases a wooden chair, some optional products could be: a warranty
|
||||||
on that chair and/or a wooden chair with leather seats.
|
on that chair and/or a wooden chair with leather seats.
|
||||||
|
|
||||||
When the desired optional product(s) have been added, click :guilabel:`Save` to save all changes.
|
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
There is no limit to how many optional products can be added to a quotation template.
|
There is no limit to how many optional products can be added to a quotation template.
|
||||||
|
|
||||||
The products added in the :guilabel:`Optional Products` tab are present in the quotation, by
|
|
||||||
default, whenever that particular quotation template is used.
|
|
||||||
|
|
||||||
.. image:: optional_products/optional-products-quotation-template.png
|
|
||||||
:align: center
|
|
||||||
:alt: How to add optional products to your quotation templates on Odoo Sales.
|
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
:doc:`/applications/sales/sales/send_quotations/quote_template`
|
:doc:`quote_template`
|
||||||
|
Binary file not shown.
Before Width: | Height: | Size: 15 KiB |
Binary file not shown.
After Width: | Height: | Size: 8.6 KiB |
Loading…
Reference in New Issue
Block a user