diff --git a/sales/quotation.rst b/sales/quotation.rst index c68ec2c0b..35a71bf95 100644 --- a/sales/quotation.rst +++ b/sales/quotation.rst @@ -6,3 +6,4 @@ Quotation :titlesonly: quotation/setup + quotation/online diff --git a/sales/quotation/online.rst b/sales/quotation/online.rst index 0054eedef..d3753af41 100644 --- a/sales/quotation/online.rst +++ b/sales/quotation/online.rst @@ -5,4 +5,5 @@ Online Quotation .. toctree:: :titlesonly: + online/creation diff --git a/sales/quotation/online/creation.rst b/sales/quotation/online/creation.rst index 41cb98cd0..ebfa9a0cc 100644 --- a/sales/quotation/online/creation.rst +++ b/sales/quotation/online/creation.rst @@ -1,3 +1,63 @@ -======================================== -How to create/ edit an online quotation? -======================================== \ No newline at end of file +=========================================== +How to create and edit an online quotation? +=========================================== + +Configuration +============= + +Enable Online Quotations +------------------------ + +To send online quotations, you must first enable online quotations in the Sales app +from :menuselection:`Configuration --> Settings`. Doing so will prompt you to install +the Website app if you haven't already. + +.. image:: media/creation01.png + :align: center + +You can view the online version of each quotation you create after enabling this setting +by selecting **Preview** from the top of the quotation. + +.. image:: media/creation02.png + :align: center + +Edit Your Online Quotations +--------------------------- + +The online quotation page can be edited for each quotation template in the Sales app +via :menuselection:`Configuration --> Quotation Templates`. From within any quotation +template, select **Edit Template** to be taken to the corresponding page of your website. + +.. image:: media/creation03.png + :align: center + +You can add text, images, and structural elements to the quotation page by dragging +and dropping blocks from the pallet on the left sidebar menu. A table of contents +will be automatically generated based on the content you add. + +Advanced descriptions for each product on a quotation are displayed on the online quotation +page. These descriptions are inherited from the product page in your eCommerce Shop, and +can be edited directly on the page through the inline text editor. + +.. image:: media/creation04.png + :align: center + +You can choose to allow payment immediately after the customer validates the quote by selecting +a payment option on the quotation template. + +You can edit the webpage of an individual quotation as you would for any web page by clicking +the **Edit** button. Changes made in this way will only affect the individual quotation. + +Using Online Quotations +======================= + +To share an online quotation with your customer, copy the URL of the online quotation, +then share it with customer. + +.. image:: media/creation05.png + :align: center + +Alternatively, your customer can access their online quotations by logging into your +website through the customer portal. Your customer can accept or reject the quotation, +print it, or negotiate the terms in the chat box. You will also receive a notification +in the chatter within Odoo whenever the customer views the quotation. diff --git a/sales/quotation/online/media/creation01.png b/sales/quotation/online/media/creation01.png new file mode 100644 index 000000000..8e82b1e24 Binary files /dev/null and b/sales/quotation/online/media/creation01.png differ diff --git a/sales/quotation/online/media/creation02.png b/sales/quotation/online/media/creation02.png new file mode 100644 index 000000000..f79743bf2 Binary files /dev/null and b/sales/quotation/online/media/creation02.png differ diff --git a/sales/quotation/online/media/creation03.png b/sales/quotation/online/media/creation03.png new file mode 100644 index 000000000..cab59f6d7 Binary files /dev/null and b/sales/quotation/online/media/creation03.png differ diff --git a/sales/quotation/online/media/creation04.png b/sales/quotation/online/media/creation04.png new file mode 100644 index 000000000..f2cedc837 Binary files /dev/null and b/sales/quotation/online/media/creation04.png differ diff --git a/sales/quotation/online/media/creation05.png b/sales/quotation/online/media/creation05.png new file mode 100644 index 000000000..d8cb3e038 Binary files /dev/null and b/sales/quotation/online/media/creation05.png differ