From 430d3009b2e6a669d203e8e0734c412c8f794f6a Mon Sep 17 00:00:00 2001 From: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Date: Fri, 12 May 2023 21:52:12 +0000 Subject: [PATCH] [IMP] Sales - updated Deadline.rst (v14) closes odoo/documentation#5401 X-original-commit: 5f2725160dd598bea0e31d4e2a9851f68e4c480a Signed-off-by: Zachary Straub (zst) Signed-off-by: Kevin Scannell (ksc) --- .../sales/sales/send_quotations/deadline.rst | 74 +++++++++++------- ... quotation-deadlines-expiration-field.png} | Bin ... => quotation-deadlines-expires-after.png} | Bin ..._3.png => quotation-deadlines-preview.png} | Bin 4 files changed, 45 insertions(+), 29 deletions(-) rename content/applications/sales/sales/send_quotations/deadline/{quotation_deadlines_1.png => quotation-deadlines-expiration-field.png} (100%) rename content/applications/sales/sales/send_quotations/deadline/{quotation_deadlines_2.png => quotation-deadlines-expires-after.png} (100%) rename content/applications/sales/sales/send_quotations/deadline/{quotation_deadlines_3.png => quotation-deadlines-preview.png} (100%) diff --git a/content/applications/sales/sales/send_quotations/deadline.rst b/content/applications/sales/sales/send_quotations/deadline.rst index 9451f54f7..b65f0bbcc 100644 --- a/content/applications/sales/sales/send_quotations/deadline.rst +++ b/content/applications/sales/sales/send_quotations/deadline.rst @@ -1,44 +1,60 @@ -=================================================== -Use quotations deadline to stimulate your customers -=================================================== +=================== +Quotation deadlines +=================== -When sending quotations, it is important to set a deadline to encourage your customers to act. -Indeed, this will stimulate them because they will be afraid of missing a good deal and it will also -allow you to protect yourself in case you have to fulfill an order at a price that is no longer -profitable for you. +In the Odoo *Sales* application, it is possible to set deadlines on sales quotations. Doing so +encourages customers to act quickly during sales negotiations, for they might fear for missing out +on a good deal. As well, deadlines also can also act as protection for a company in case an order +has to be fulfilled at a price that is no longer profitable for the business. -Set a deadline -============== +Expiration date deadlines +========================= -With Odoo Sales, it is possible to instantly add an **Expiration Date** from the quotation or the -sales order. +On an Odoo *Sales* quotation, add an expiration date in the :guilabel:`Expiration` field located at +the top of the quotation or sales order form. -.. image:: deadline/quotation_deadlines_1.png +To add an expiration date to a quotation, navigate to :menuselection:`Sales app`, and select a +desired quotation, or create a new one by clicking :guilabel:`Create`. + +On the quotation form, click :guilabel:`Edit` (if modifying a pre-existing quotation), and click the +:guilabel:`Expiration` field. Doing so reveals a drop-down calendar, in which the month and date can +be designated as the expiration date of the quotation. + +.. image:: deadline/quotation-deadlines-expiration-field.png :align: center - :class: img-thumbnail - :alt: How to configure deadlines on Odoo Sales? + :alt: How to configure deadlines on Odoo Sales. -Use deadline in your quotation templates -======================================== +Once the expiration date is selected, click :guilabel:`Save` to save all changes. -It is also possible to add a deadline to every quotation template created. Whenever a specific -quotation template is used in a quote, its associated deadline will be automatically applied. Be -sure to check out our documentation about :doc:`quote_template` to excel in their use. +Deadlines in quotation templates +================================ -.. image:: deadline/quotation_deadlines_2.png +The Odoo *Sales* application also makes it possible to add a deadline to every quotation template. +Whenever a specific quotation template is used in a quote, its associated deadline is automatically +applied. + +To add a deadline to a quotation template, navigate to :menuselection:`Sales app --> Configuration +--> Quotation Templates`, and either select the desired quotation template to which a deadline +should be added, or click :guilabel:`Create` to build a new quotation template from scratch. + +On the quotation template detail page, click the :guilabel:`Edit` button to edit the quotation. + +Then, add a specific number of days to the :guilabel:`Quotation expires after` field, located +beneath the quotation template name. The number of days represents how long the quotation will be +valid for, before it expires. When done, click :guilabel:`Save`. + +.. image:: deadline/quotation-deadlines-expires-after.png :align: center - :class: img-thumbnail - :alt: How to use deadline in a quotation template on Odoo Sales? + :alt: How to use deadline in a quotation template on Odoo Sales. .. tip:: - By clicking on the **Customer Preview** button, you will be able to see when the offer expires. - For your information, the number of days will be the same as those mentioned in the quotation - template. + By clicking the :guilabel:`Customer Preview` button on a quotation, Odoo clearly displays when + that specific offer expires. As a reminder, the number of days is the same as those mentioned in + the quotation template (if a quotation template was used for the initial quotation). - .. image:: deadline/quotation_deadlines_3.png + .. image:: deadline/quotation-deadlines-preview.png :align: center - :class: img-thumbnail - :alt: How customers will see deadlines on Odoo Sales? + :alt: How customers will see deadlines on Odoo Sales. .. seealso:: - - :doc:`quote_template` + :doc:`/applications/sales/sales/send_quotations/quote_template` diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation_deadlines_1.png b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expiration-field.png similarity index 100% rename from content/applications/sales/sales/send_quotations/deadline/quotation_deadlines_1.png rename to content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expiration-field.png diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation_deadlines_2.png b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expires-after.png similarity index 100% rename from content/applications/sales/sales/send_quotations/deadline/quotation_deadlines_2.png rename to content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expires-after.png diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation_deadlines_3.png b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-preview.png similarity index 100% rename from content/applications/sales/sales/send_quotations/deadline/quotation_deadlines_3.png rename to content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-preview.png