[IMP] sales: update content of optional items

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@ -6,7 +6,7 @@ Send Quotations
:titlesonly:
send_quotations/quote_template
send_quotations/optional_items
send_quotations/optional_products
send_quotations/get_signature_to_validate
send_quotations/get_paid_to_validate
send_quotations/deadline

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@ -1,48 +0,0 @@
===========================================
Increase your sales with suggested products
===========================================
The use of suggested products is an attempt to offer related and useful
products to your client. For instance, a client purchasing a cellphone
could be shown accessories like a protective case, a screen cover, and
headset.
Add suggested products to your quotation templates
==================================================
Suggested products can be set on *Quotation Templates*. See :doc:`quote_template`.
Once on a template, you can see a *Suggested Products* tab where you
can add related products or services.
.. image:: media/optional_items01.png
:align: center
You can also add or modify suggested products on the quotation.
Add suggested products to the quotation
=======================================
When opening the quotation from the received email, the customer can add
the suggested products to the order.
.. image:: media/optional_items02.png
:align: center
.. image:: media/optional_items03.png
:align: center
The product(s) will be instantly added to their quotation when clicking
on any of the little carts.
.. image:: media/optional_items04.png
:align: center
Depending on your confirmation process, they can either digitally sign
or pay to confirm the quotation.
Each move done by the customer to the quotation will be tracked in the
sales order, letting the salesperson see it.
.. image:: media/optional_items05.png
:align: center

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=====================
Add optional products
=====================
The use of optional products is a marketing strategy for cross-selling products along with a core
product. The aim is to offer useful and related products to your customers. For instance, if a
customer wants to buy a car, he has the choice to order an automatic opening trunk and massaging
seats, or not to order such high-quality products and simply buy his car.
Add optional products to your quotations
========================================
With Odoo Sales, it is possible to add or modify optional products directly on quotations
(under the **Optional Products** tab, as you can see below).
.. image:: media/optional_products_2.png
:align: center
:class: img-thumbnail
:alt: How to add optional products to your quotations on Odoo Sales
.. note::
By clicking on the **Customer Preview** button, you will be able to see what your customers
will have as possibilities after opening a quotation from their received email.
.. image:: media/optional_products_3.png
:align: center
:class: img-thumbnail
:alt: Preview your quotations on Odoo Sales
In practice, your customers will be able to add different optional products to their order by
using associated carts, with a user-friendly layout. More than that, if a customer selects all the
optional products suggested, these additional items will automatically fill in the quotation
managed by the salesman.
.. image:: media/optional_products_4.png
:align: center
:class: img-thumbnail
:alt: How to select optional products on Odoo Sales
Like this, salespeople will see each movement made by the customer and tracking the order will be
all the better.
.. image:: media/optional_products_5.png
:align: center
:class: img-thumbnail
:alt: How to follow each movement made by your customers on Odoo Sales
With Odoo Sales, it is now very easy to understand your customer's needs.
Add optional products to your quotation templates
=================================================
Be sure to check out our documentation about :doc:`quote_template` to understand how you can
enable, create, design and manage your own quotation templates before reading this part.
For quotation templates, you also have an **Optional Products** tab where you can add related
products or services.
.. image:: media/optional_products_1.png
:align: center
:class: img-thumbnail
:alt: How to add optional products to your quotation templates on Odoo Sales
.. seealso::
- :doc:`quote_template`