[FIX] Sales : typos and structure issues
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@ -7,3 +7,8 @@ Send Quotations
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send_quotations/quote_template
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send_quotations/quote_template
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send_quotations/optional_items
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send_quotations/optional_items
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send_quotations/get_signature_to_validate
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send_quotations/get_paid_to_validate
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send_quotations/deadline
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send_quotations/different_addresses
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send_quotations/terms_and_conditions
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@ -4,7 +4,7 @@ Stimulate customers with quotations deadline
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As you send quotations, it is important to set a quotation deadline;
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As you send quotations, it is important to set a quotation deadline;
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Both to entice your customer into action with the fear of missing out on
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Both to entice your customer into action with the fear of missing out on
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an offer and to protect yourself. You don’t want to have to fulfill an
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an offer and to protect yourself. You don't want to have to fulfill an
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order at a price that is no longer cost effective for you.
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order at a price that is no longer cost effective for you.
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Set a deadline
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Set a deadline
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@ -1,25 +1,25 @@
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===========================================
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==========================================
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Deliver and invoice to different addresses
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Deliver and invoice to different addresses
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===========================================
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==========================================
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In Odoo you can configure different addresses for delivery and
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In Odoo you can configure different addresses for delivery and
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invoicing. This is key, not everyone will have the same delivery
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invoicing. This is key, not everyone will have the same delivery
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location as their invoice location.
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location as their invoice location.
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Activate the feature
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Activate the feature
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=====================
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====================
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Go to :menuselection:\`SALES --> Configuration → Settings\` and activate
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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the \*Customer Addresses\* feature.
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the *Customer Addresses* feature.
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.. image:: media/invoice_and_deliver_to_different_address01.png
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.. image:: media/invoice_and_deliver_to_different_address01.png
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:align: center
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:align: center
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Add different addresses to a quotation or sales order
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Add different addresses to a quotation or sales order
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======================================================
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=====================================================
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If you select a customer with an invoice and delivery address set, Odoo
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If you select a customer with an invoice and delivery address set, Odoo
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will automatically use those. If there’s only one, Odoo will use that
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will automatically use those. If there's only one, Odoo will use that
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one for both but you can, of course, change it instantly and create a
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one for both but you can, of course, change it instantly and create a
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new one right from the quotation or sales order.
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new one right from the quotation or sales order.
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@ -27,11 +27,11 @@ new one right from the quotation or sales order.
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:align: center
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:align: center
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Add invoice & delivery addresses to a customer
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Add invoice & delivery addresses to a customer
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===============================================
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==============================================
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If you want to add them to a customer before a quotation or sales order,
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If you want to add them to a customer before a quotation or sales order,
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they are added to the customer form. Go to any customers form under
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they are added to the customer form. Go to any customers form under
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:menuselection:\`SALES --> Orders→ Customers\`.
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:menuselection:`SALES --> Orders --> Customers`.
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From there you can add new addresses to the customer.
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From there you can add new addresses to the customer.
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@ -1,12 +1,12 @@
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============================
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============================
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Get paid to confirm an order
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Get paid to confirm an order
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=============================
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============================
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You can use online payments to get orders automatically confirmed.
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You can use online payments to get orders automatically confirmed.
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Saving the time of both your customers and yourself.
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Saving the time of both your customers and yourself.
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Activate online payment
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Activate online payment
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========================
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=======================
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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the *Online Signature & Payment* feature.
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the *Online Signature & Payment* feature.
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@ -19,19 +19,21 @@ acquirers of choice.
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You can find various documentation about how to be paid with payment
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You can find various documentation about how to be paid with payment
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acquirers such as `Paypal
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acquirers such as `Paypal
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<https://www.odoo.com/documentation/user/11.0/ecommerce/shopper\_experience/paypal.html>`_,
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<../../ecommerce/shopper_experience/paypal>`_,
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`Authorize.Net (pay by credit card)
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`Authorize.Net (pay by credit card)
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<https://www.odoo.com/documentation/user/11.0/ecommerce/shopper\_experience/authorize.html>`_,
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<../../ecommerce/shopper_experience/authorize>`_,
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and others under the `eCommerce documentation
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and others under the `eCommerce documentation
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<*https://www.odoo.com/documentation/user/11.0/ecommerce.html>`_.
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<../../ecommerce>`_.
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.. note::
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.. note::
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If you are using `quotation templates
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If you are using `quotation templates
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<https://drive.google.com/open?id=11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY>`_,
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<../quote_template>`_,
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you can also pick a default setting for each template.
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you can also pick a default setting for each template.
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Register a payment
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Register a payment
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===================
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==================
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From the quotation email you sent, your customer will be able to pay
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From the quotation email you sent, your customer will be able to pay
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online.
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online.
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@ -1,13 +1,13 @@
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===================================
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===================================
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Get a signature to confirm an order
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Get a signature to confirm an order
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====================================
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===================================
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You can use online signature to get orders automatically confirmed. Both
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You can use online signature to get orders automatically confirmed. Both
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you and your customer will save time by using this feature compared to a
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you and your customer will save time by using this feature compared to a
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traditional process.
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traditional process.
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Activate online signature
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Activate online signature
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==========================
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=========================
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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the *Online Signature & Payment* feature.
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the *Online Signature & Payment* feature.
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@ -1,6 +1,6 @@
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================================
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================================
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Add terms & conditions on orders
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Add terms & conditions on orders
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=================================
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================================
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Specifying Terms and Conditions is essential to ensure a good
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Specifying Terms and Conditions is essential to ensure a good
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relationship between customers and sellers. Every seller has to declare
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relationship between customers and sellers. Every seller has to declare
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@ -12,24 +12,25 @@ Odoo lets you easily include your default terms and conditions on every
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quotation, sales order and invoice.
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quotation, sales order and invoice.
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Set up your default terms and conditions
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Set up your default terms and conditions
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=========================================
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========================================
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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*Default Terms & Conditions*.
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*Default Terms & Conditions*.
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.. image:: media/terms_and_conditions01.png
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.. image:: media/terms_and_conditions01.png
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:align:
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:align: center
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center
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In that box you can add your default terms & conditions. They will then
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In that box you can add your default terms & conditions. They will then
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appear on every quotation, SO and invoice.
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appear on every quotation, SO and invoice.
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.. image:: media/terms_and_conditions02.png
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.. image:: media/terms_and_conditions02.png
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:align: center
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:align: center
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.. image:: media/quote_template02.png
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.. image:: media/quote_template02.png
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:align: center
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:align: center
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Set up more detailed terms & conditions
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Set up more detailed terms & conditions
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========================================
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=======================================
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A good idea is to share more detailed or structured conditions is to
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A good idea is to share more detailed or structured conditions is to
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publish on the web and to refer to that link in the terms & conditions
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publish on the web and to refer to that link in the terms & conditions
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