[FIX] Sales : typos and structure issues

This commit is contained in:
Jub 2018-05-18 11:47:11 +02:00 committed by Yannick Tivisse
parent 4be26113bd
commit 2952822b7a
6 changed files with 32 additions and 24 deletions

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@ -7,3 +7,8 @@ Send Quotations
send_quotations/quote_template send_quotations/quote_template
send_quotations/optional_items send_quotations/optional_items
send_quotations/get_signature_to_validate
send_quotations/get_paid_to_validate
send_quotations/deadline
send_quotations/different_addresses
send_quotations/terms_and_conditions

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@ -4,7 +4,7 @@ Stimulate customers with quotations deadline
As you send quotations, it is important to set a quotation deadline; As you send quotations, it is important to set a quotation deadline;
Both to entice your customer into action with the fear of missing out on Both to entice your customer into action with the fear of missing out on
an offer and to protect yourself. You dont want to have to fulfill an an offer and to protect yourself. You don't want to have to fulfill an
order at a price that is no longer cost effective for you. order at a price that is no longer cost effective for you.
Set a deadline Set a deadline

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@ -1,25 +1,25 @@
=========================================== ==========================================
Deliver and invoice to different addresses Deliver and invoice to different addresses
=========================================== ==========================================
In Odoo you can configure different addresses for delivery and In Odoo you can configure different addresses for delivery and
invoicing. This is key, not everyone will have the same delivery invoicing. This is key, not everyone will have the same delivery
location as their invoice location. location as their invoice location.
Activate the feature Activate the feature
===================== ====================
Go to :menuselection:\`SALES --> Configuration → Settings\` and activate Go to :menuselection:`SALES --> Configuration --> Settings` and activate
the \*Customer Addresses\* feature. the *Customer Addresses* feature.
.. image:: media/invoice_and_deliver_to_different_address01.png .. image:: media/invoice_and_deliver_to_different_address01.png
:align: center :align: center
Add different addresses to a quotation or sales order Add different addresses to a quotation or sales order
====================================================== =====================================================
If you select a customer with an invoice and delivery address set, Odoo If you select a customer with an invoice and delivery address set, Odoo
will automatically use those. If theres only one, Odoo will use that will automatically use those. If there's only one, Odoo will use that
one for both but you can, of course, change it instantly and create a one for both but you can, of course, change it instantly and create a
new one right from the quotation or sales order. new one right from the quotation or sales order.
@ -27,11 +27,11 @@ new one right from the quotation or sales order.
:align: center :align: center
Add invoice & delivery addresses to a customer Add invoice & delivery addresses to a customer
=============================================== ==============================================
If you want to add them to a customer before a quotation or sales order, If you want to add them to a customer before a quotation or sales order,
they are added to the customer form. Go to any customers form under they are added to the customer form. Go to any customers form under
:menuselection:\`SALES --> Orders→ Customers\`. :menuselection:`SALES --> Orders --> Customers`.
From there you can add new addresses to the customer. From there you can add new addresses to the customer.

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@ -1,12 +1,12 @@
============================ ============================
Get paid to confirm an order Get paid to confirm an order
============================= ============================
You can use online payments to get orders automatically confirmed. You can use online payments to get orders automatically confirmed.
Saving the time of both your customers and yourself. Saving the time of both your customers and yourself.
Activate online payment Activate online payment
======================== =======================
Go to :menuselection:`SALES --> Configuration --> Settings` and activate Go to :menuselection:`SALES --> Configuration --> Settings` and activate
the *Online Signature & Payment* feature. the *Online Signature & Payment* feature.
@ -19,19 +19,21 @@ acquirers of choice.
You can find various documentation about how to be paid with payment You can find various documentation about how to be paid with payment
acquirers such as `Paypal acquirers such as `Paypal
<https://www.odoo.com/documentation/user/11.0/ecommerce/shopper\_experience/paypal.html>`_, <../../ecommerce/shopper_experience/paypal>`_,
`Authorize.Net (pay by credit card) `Authorize.Net (pay by credit card)
<https://www.odoo.com/documentation/user/11.0/ecommerce/shopper\_experience/authorize.html>`_, <../../ecommerce/shopper_experience/authorize>`_,
and others under the `eCommerce documentation and others under the `eCommerce documentation
<*https://www.odoo.com/documentation/user/11.0/ecommerce.html>`_. <../../ecommerce>`_.
.. note:: .. note::
If you are using `quotation templates If you are using `quotation templates
<https://drive.google.com/open?id=11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY>`_, <../quote_template>`_,
you can also pick a default setting for each template. you can also pick a default setting for each template.
Register a payment Register a payment
=================== ==================
From the quotation email you sent, your customer will be able to pay From the quotation email you sent, your customer will be able to pay
online. online.

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@ -1,13 +1,13 @@
=================================== ===================================
Get a signature to confirm an order Get a signature to confirm an order
==================================== ===================================
You can use online signature to get orders automatically confirmed. Both You can use online signature to get orders automatically confirmed. Both
you and your customer will save time by using this feature compared to a you and your customer will save time by using this feature compared to a
traditional process. traditional process.
Activate online signature Activate online signature
========================== =========================
Go to :menuselection:`SALES --> Configuration --> Settings` and activate Go to :menuselection:`SALES --> Configuration --> Settings` and activate
the *Online Signature & Payment* feature. the *Online Signature & Payment* feature.

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@ -1,6 +1,6 @@
================================ ================================
Add terms & conditions on orders Add terms & conditions on orders
================================= ================================
Specifying Terms and Conditions is essential to ensure a good Specifying Terms and Conditions is essential to ensure a good
relationship between customers and sellers. Every seller has to declare relationship between customers and sellers. Every seller has to declare
@ -12,24 +12,25 @@ Odoo lets you easily include your default terms and conditions on every
quotation, sales order and invoice. quotation, sales order and invoice.
Set up your default terms and conditions Set up your default terms and conditions
========================================= ========================================
Go to :menuselection:`SALES --> Configuration --> Settings` and activate Go to :menuselection:`SALES --> Configuration --> Settings` and activate
*Default Terms & Conditions*. *Default Terms & Conditions*.
.. image:: media/terms_and_conditions01.png .. image:: media/terms_and_conditions01.png
:align: :align: center
center
In that box you can add your default terms & conditions. They will then In that box you can add your default terms & conditions. They will then
appear on every quotation, SO and invoice. appear on every quotation, SO and invoice.
.. image:: media/terms_and_conditions02.png .. image:: media/terms_and_conditions02.png
:align: center :align: center
.. image:: media/quote_template02.png .. image:: media/quote_template02.png
:align: center :align: center
Set up more detailed terms & conditions Set up more detailed terms & conditions
======================================== =======================================
A good idea is to share more detailed or structured conditions is to A good idea is to share more detailed or structured conditions is to
publish on the web and to refer to that link in the terms & conditions publish on the web and to refer to that link in the terms & conditions