[IMP] sales: product variants quotation/sales orders

closes odoo/documentation#6819

X-original-commit: 17cc753405
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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,
+Product variants can be added to quotations and sales orders using the *product configurator*,
-Variant Grid Entry, or both.
+*variant grid entry*, or both.
 
 Configuration
 =============
 
-To enable product variants on quotations and sales orders, go to :menuselection:`Sales -->
+To enable product variants on quotations and sales orders, go to :menuselection:`Sales app -->
-Configuration --> Settings --> Product Catalog` and activate one or both of the
+Configuration --> Settings`, and under the :guilabel:`Product Catalog` heading, activate one (or
-:guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, click
+both) of the :guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally,
-:guilabel:`Save` to apply the settings.
+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 -->
+After saving the settings, it's time to configure the product form.
-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
+To do that, navigate to :menuselection:`Sales app --> Products --> Products`, and select the desired
-:guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or
+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::
+Product configurator
-   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.
 
-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
+The product configurator lets salespeople choose exactly which product variant to add to
-that have both variants configured and the :guilabel:`Product Configurator` option selected.
+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
+Features with an additional cost display the additional cost next to their name. Once the desired
-to the quotation or sales order using a format similar to online shopping. Color options display
+product variant attributes are selected, click :guilabel:`Add` to add the product variant to the
-any HTML color codes set up in the :guilabel:`Color` attribute. Features with an additional cost
+quotation or sales order.
-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.
 
 .. 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
+:guilabel:`Description` column, but a dedicated :guilabel:`Product Variant` column can be added, via
-additional options menu (3 vertical dots icon).
+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
+Just click the checkbox next to :guilabel:`Product Variant`, and that column appears in the
-have both variants configured and the :guilabel:`Order Grid Entry` option selected. Grid entry can
+:guilabel:`Order Lines` tab.
-streamline the process of creating large, varied quotations by letting salespeople enter exact
-quantities of each product variant all at once.
 
-:guilabel:`Variant Grid Entry` displays a grid of every variant available for the selected product.
+Variant grid entries
-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,
+*Variant grid entries* appear on a quotation or sales order when products that have both variants
-click :guilabel:`Confirm` to add them to the quotation or sales order.
+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 product variant appears as an individual line item on the quotation or sales order with the
-each of these items has its own stock.
+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