diff --git a/sales/quotation/setup.rst b/sales/quotation/setup.rst index 08d2b99ef..9bceaf59e 100644 --- a/sales/quotation/setup.rst +++ b/sales/quotation/setup.rst @@ -7,3 +7,4 @@ Setup setup/first_quote setup/different_addresses + setup/optional \ No newline at end of file diff --git a/sales/quotation/setup/media/optional01.png b/sales/quotation/setup/media/optional01.png new file mode 100644 index 000000000..4cdb6809a Binary files /dev/null and b/sales/quotation/setup/media/optional01.png differ diff --git a/sales/quotation/setup/media/optional02.png b/sales/quotation/setup/media/optional02.png new file mode 100644 index 000000000..ea967e820 Binary files /dev/null and b/sales/quotation/setup/media/optional02.png differ diff --git a/sales/quotation/setup/media/optional03.png b/sales/quotation/setup/media/optional03.png new file mode 100644 index 000000000..f36909871 Binary files /dev/null and b/sales/quotation/setup/media/optional03.png differ diff --git a/sales/quotation/setup/media/optional04.png b/sales/quotation/setup/media/optional04.png new file mode 100644 index 000000000..b041e4546 Binary files /dev/null and b/sales/quotation/setup/media/optional04.png differ diff --git a/sales/quotation/setup/media/optional05.png b/sales/quotation/setup/media/optional05.png new file mode 100644 index 000000000..4a9ba768c Binary files /dev/null and b/sales/quotation/setup/media/optional05.png differ diff --git a/sales/quotation/setup/media/optional06.png b/sales/quotation/setup/media/optional06.png new file mode 100644 index 000000000..3d5ad9851 Binary files /dev/null and b/sales/quotation/setup/media/optional06.png differ diff --git a/sales/quotation/setup/optional.rst b/sales/quotation/setup/optional.rst index 729f6d5cb..3a5eea8ab 100644 --- a/sales/quotation/setup/optional.rst +++ b/sales/quotation/setup/optional.rst @@ -1,3 +1,75 @@ ================================================ How to display optional products on a quotation? -================================================ \ No newline at end of file +================================================ + +Overview +======== + +The use of suggested products is a marketing strategy that attempts +to increase the amount a customer spends once they begin the buying +process. For instance, a customer purchasing a cell phone could be +shown accessories like a protective case, a screen cover, and headset. +In Odoo, a customer can be presented with additional products that are +relevant to their chosen purchase in one of several locations. + +This document covers the configuration and use of suggested products in Odoo. + + +Configuration +============= + +Suggested products can be added to quotations directly, or to the ecommerce +platform via each product form. In order to use suggested products, you will +need to have the **Ecommerce** applications installed: + +Product +------- + +On the product form view, under the **Sales** tab, you can set optional products +on that will be proposed on an order each time that this product is added in the +cart or on the sale order. On the picture below, we set 2 optional products on a +computer case. + +.. image:: media/optional01.png + :align: center + +Quotation template +------------------ + +We can configure also configure optional products on quotation template like on the +picture below. + +.. image:: media/optional02.png + :align: center + +For online quotation design you can follow following topic: :doc:`../online/creation` + +Orders with optional product +============================ + +Online order +------------ + +Now, if a customer is adding in his cart the Computer Case product on which we set +2 suggested products, + +.. image:: media/optional03.png + :align: center + +on the same page are displayed these 2 products that they can add to their cart too. + +.. image:: media/optional04.png + :align: center + +The customer can after that complete the sale process from the checkout to the payment. +For more information on sales you can follow another topic: :doc:`../../overview/process/from_quote_to_so` + +Quotation backend +----------------- + +We are creating a quotation in the sales application by using a template. The system will +propose on the sale order form under the **Suggested Products** tab the products that were +defined on the template. + +.. image:: media/optional06.png + :align: center