diff --git a/sales.rst b/sales.rst index b5d74567a..649276b62 100644 --- a/sales.rst +++ b/sales.rst @@ -7,6 +7,7 @@ Sales .. toctree:: :titlesonly: + sales/send_quotations sales/invoicing sales/products_prices sales/sale_ebay diff --git a/sales/send_quotations.rst b/sales/send_quotations.rst new file mode 100644 index 000000000..6c691d9a5 --- /dev/null +++ b/sales/send_quotations.rst @@ -0,0 +1,8 @@ +=============== +Send Quotations +=============== + +.. toctree:: + :titlesonly: + + send_quotations/quote_template diff --git a/sales/send_quotations/media/quote_template01.png b/sales/send_quotations/media/quote_template01.png new file mode 100644 index 000000000..957ae1dae Binary files /dev/null and b/sales/send_quotations/media/quote_template01.png differ diff --git a/sales/send_quotations/media/quote_template02.png b/sales/send_quotations/media/quote_template02.png new file mode 100644 index 000000000..5d6677d0d Binary files /dev/null and b/sales/send_quotations/media/quote_template02.png differ diff --git a/sales/send_quotations/media/quote_template03.png b/sales/send_quotations/media/quote_template03.png new file mode 100644 index 000000000..eae671692 Binary files /dev/null and b/sales/send_quotations/media/quote_template03.png differ diff --git a/sales/send_quotations/media/quote_template04.png b/sales/send_quotations/media/quote_template04.png new file mode 100644 index 000000000..664b6a5ee Binary files /dev/null and b/sales/send_quotations/media/quote_template04.png differ diff --git a/sales/send_quotations/media/quote_template05.png b/sales/send_quotations/media/quote_template05.png new file mode 100644 index 000000000..2b9a5eceb Binary files /dev/null and b/sales/send_quotations/media/quote_template05.png differ diff --git a/sales/send_quotations/media/quote_template06.png b/sales/send_quotations/media/quote_template06.png new file mode 100644 index 000000000..49c1c2b9f Binary files /dev/null and b/sales/send_quotations/media/quote_template06.png differ diff --git a/sales/send_quotations/media/quote_template07.png b/sales/send_quotations/media/quote_template07.png new file mode 100644 index 000000000..871b25de7 Binary files /dev/null and b/sales/send_quotations/media/quote_template07.png differ diff --git a/sales/send_quotations/quote_template.rst b/sales/send_quotations/quote_template.rst new file mode 100644 index 000000000..f043808ff --- /dev/null +++ b/sales/send_quotations/quote_template.rst @@ -0,0 +1,93 @@ +======================= +Use quotation templates +======================= + +If you often sell the same products or services, you can save a lot of +time by creating custom quotation templates. By using a template you can +send a complete quotation in no time. + +Configuration +============= + +For this feature to work, go to :menuselection:`Sales --> Configuration +--> Settings` and activate *Quotations Templates*. + +.. image:: media/quote_template01.png + :align: center + +Create your first template +========================== + +You will find the templates menu under :menuselection:`Sales --> +Configuration`. + +You can then create or edit an existing one. Once named, you will be +able to select the product(s) and their quantity as well as the +expiration time for the quotation. + +.. image:: media/quote_template02.png + :align: center + +On each template, you can also specify discounts if the option is +activated in the *Sales* settings. The base price is set in the +product configuration and can be alterated by customer pricelists. + +.. TODO (TO LINK DOC LATER WHEN DONE based on this https://www.odoo.com/documentation/user/11.0/sales/products_prices/prices/pricing.html + +Edit your template +================== + +You can edit the customer interface of the template that they see to +accept or pay the quotation. This lets you describe your company, +services and products. When you click on *Edit Template* you will be +brought to the quotation editor. + +.. image:: media/quote_template03.png + :align: center + +.. image:: media/quote_template04.png + :align: center + +This lets you edit the description content thanks to drag & drop of +building blocks. To describe your products add a content block in the +zone dedicated to each product. + +.. image:: media/quote_template05.png + :align: center + +.. note:: + The description set for the products will be used in all + quotations templates containing those products. + +Use a quotation template +======================== + +When creating a quotation, you can select a template. + +.. image:: media/quote_template06.png + :align: center + +Each product in that template will be added to your quotation. + +.. tip:: + You can select a template to be suggested by default in the + *Sales* settings. + +Confirm the quotation +===================== + +Templates also ease the confirmation process for customers with a +digital signature or online payment. You can select that in the template +itself. + +.. image:: media/quote_template07.png + :align: center + +Every quotation will now have this setting added to it. + +Of course you can still change it and make it specific for each +quotation. + +.. todo seealso +.. `*https://docs.google.com/document/d/1OkC9MVvuDvzz2b9gZjfzMPzep7qdbOyZZxE0ZZj2K7E/edit* `__.. +.. `*https://docs.google.com/document/d/1LZC5C8dZY2gvP6QHx2w5BlakIxgcHIP6GeEuBBfsRNc/edit* `__