[ADD] sale: How to display optional products on a quotation?
https://docs.google.com/document/d/1KrTite1f47uAxv9QJPhucTnAlzgz38YGEOlWQdO3ar8/edit https://docs.google.com/document/d/1XXksQhCVostQB43GvHiy1xAVoa0VL_MS8y87Silz0So/edit
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@ -7,3 +7,4 @@ Setup
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setup/first_quote
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setup/first_quote
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setup/different_addresses
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setup/different_addresses
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setup/optional
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@ -1,3 +1,75 @@
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================================================
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How to display optional products on a quotation?
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How to display optional products on a quotation?
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================================================
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Overview
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========
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The use of suggested products is a marketing strategy that attempts
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to increase the amount a customer spends once they begin the buying
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process. For instance, a customer purchasing a cell phone could be
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shown accessories like a protective case, a screen cover, and headset.
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In Odoo, a customer can be presented with additional products that are
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relevant to their chosen purchase in one of several locations.
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This document covers the configuration and use of suggested products in Odoo.
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Configuration
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=============
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Suggested products can be added to quotations directly, or to the ecommerce
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platform via each product form. In order to use suggested products, you will
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need to have the **Ecommerce** applications installed:
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Product
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-------
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On the product form view, under the **Sales** tab, you can set optional products
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on that will be proposed on an order each time that this product is added in the
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cart or on the sale order. On the picture below, we set 2 optional products on a
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computer case.
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.. image:: media/optional01.png
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:align: center
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Quotation template
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------------------
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We can configure also configure optional products on quotation template like on the
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picture below.
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.. image:: media/optional02.png
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:align: center
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For online quotation design you can follow following topic: :doc:`../online/creation`
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Orders with optional product
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============================
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Online order
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------------
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Now, if a customer is adding in his cart the Computer Case product on which we set
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2 suggested products,
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.. image:: media/optional03.png
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:align: center
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on the same page are displayed these 2 products that they can add to their cart too.
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.. image:: media/optional04.png
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:align: center
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The customer can after that complete the sale process from the checkout to the payment.
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For more information on sales you can follow another topic: :doc:`../../overview/process/from_quote_to_so`
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Quotation backend
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-----------------
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We are creating a quotation in the sales application by using a template. The system will
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propose on the sale order form under the **Suggested Products** tab the products that were
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defined on the template.
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.. image:: media/optional06.png
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:align: center
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