[IMP] Sales - updated Deadline.rst (v14)
closes odoo/documentation#5401
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Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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===================================================
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Use quotations deadline to stimulate your customers
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===================================================
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===================
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Quotation deadlines
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===================
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When sending quotations, it is important to set a deadline to encourage your customers to act.
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Indeed, this will stimulate them because they will be afraid of missing a good deal and it will also
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allow you to protect yourself in case you have to fulfill an order at a price that is no longer
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profitable for you.
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In the Odoo *Sales* application, it is possible to set deadlines on sales quotations. Doing so
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encourages customers to act quickly during sales negotiations, for they might fear for missing out
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on a good deal. As well, deadlines also can also act as protection for a company in case an order
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has to be fulfilled at a price that is no longer profitable for the business.
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Set a deadline
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==============
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Expiration date deadlines
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=========================
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With Odoo Sales, it is possible to instantly add an **Expiration Date** from the quotation or the
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sales order.
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On an Odoo *Sales* quotation, add an expiration date in the :guilabel:`Expiration` field located at
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the top of the quotation or sales order form.
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.. image:: deadline/quotation_deadlines_1.png
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To add an expiration date to a quotation, navigate to :menuselection:`Sales app`, and select a
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desired quotation, or create a new one by clicking :guilabel:`Create`.
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On the quotation form, click :guilabel:`Edit` (if modifying a pre-existing quotation), and click the
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:guilabel:`Expiration` field. Doing so reveals a drop-down calendar, in which the month and date can
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be designated as the expiration date of the quotation.
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.. image:: deadline/quotation-deadlines-expiration-field.png
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:align: center
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:class: img-thumbnail
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:alt: How to configure deadlines on Odoo Sales?
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:alt: How to configure deadlines on Odoo Sales.
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Use deadline in your quotation templates
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========================================
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Once the expiration date is selected, click :guilabel:`Save` to save all changes.
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It is also possible to add a deadline to every quotation template created. Whenever a specific
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quotation template is used in a quote, its associated deadline will be automatically applied. Be
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sure to check out our documentation about :doc:`quote_template` to excel in their use.
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Deadlines in quotation templates
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================================
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.. image:: deadline/quotation_deadlines_2.png
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The Odoo *Sales* application also makes it possible to add a deadline to every quotation template.
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Whenever a specific quotation template is used in a quote, its associated deadline is automatically
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applied.
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To add a deadline to a quotation template, navigate to :menuselection:`Sales app --> Configuration
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--> Quotation Templates`, and either select the desired quotation template to which a deadline
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should be added, or click :guilabel:`Create` to build a new quotation template from scratch.
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On the quotation template detail page, click the :guilabel:`Edit` button to edit the quotation.
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Then, add a specific number of days to the :guilabel:`Quotation expires after` field, located
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beneath the quotation template name. The number of days represents how long the quotation will be
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valid for, before it expires. When done, click :guilabel:`Save`.
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.. image:: deadline/quotation-deadlines-expires-after.png
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:align: center
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:class: img-thumbnail
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:alt: How to use deadline in a quotation template on Odoo Sales?
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:alt: How to use deadline in a quotation template on Odoo Sales.
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.. tip::
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By clicking on the **Customer Preview** button, you will be able to see when the offer expires.
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For your information, the number of days will be the same as those mentioned in the quotation
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template.
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By clicking the :guilabel:`Customer Preview` button on a quotation, Odoo clearly displays when
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that specific offer expires. As a reminder, the number of days is the same as those mentioned in
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the quotation template (if a quotation template was used for the initial quotation).
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.. image:: deadline/quotation_deadlines_3.png
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.. image:: deadline/quotation-deadlines-preview.png
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:align: center
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:class: img-thumbnail
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:alt: How customers will see deadlines on Odoo Sales?
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:alt: How customers will see deadlines on Odoo Sales.
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.. seealso::
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- :doc:`quote_template`
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:doc:`/applications/sales/sales/send_quotations/quote_template`
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