[IMP] Sales - Update optional_products.rst

closes odoo/documentation#4404

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/sales/sales/send_quotations/optional_products.rst

@@ -1,65 +1,90 @@
-=====================
+=================
-Add optional products
+Optional products
-=====================
+=================
 
-The use of optional products is a marketing strategy for cross-selling products along with a core
+The use of optional products is a marketing strategy that involves the cross-selling of products
-product. The aim is to offer useful and related products to your customers. For instance, if a
+along with a core product. The aim is to offer useful and related products to customers, which may
-customer wants to buy a car, he has the choice to order an automatic opening trunk and massaging
+result in an increased sale.
-seats, or not to order such high-quality products and simply buy his car.
 
-Add optional products to your quotations
+For instance, if a customer wants to buy a car, they have the choice to order massaging seats, as
+well, or ignore the offer and simply buy the car. Presenting the choice to purchase optional
+products enhances the customer experience.
+
+Optional products on quotations
+===============================
+
+With the Odoo *Sales* application, it is possible to add or modify optional products directly on
+quotations by navigating to the :guilabel:`Optional Products` tab on a quotation form.
+
+.. image:: optional_products/optional-products-tab.png
+   :align: center
+   :alt: How to add optional products to your quotations on Odoo Sales.
+
+.. tip::
+   Click the :guilabel:`Customer Preview` button to reveal a preview of the quotation customers
+   would receive via email, along with the optional products they have a chance of adding to their
+   order.
+
+   .. image:: optional_products/optional-products-checkout.png
+      :align: center
+      :alt: Preview your quotations on Odoo Sales.
+
+In practice, customers are able to add different optional products to an order by clicking the
+:guilabel:`🛒 (shopping cart)` icon, located to the right of the optional product line. If a
+customer selects all the optional products suggested, these additional items are automatically
+filled in on the quotation that is managed by the salesperson.
+
+.. image:: optional_products/optional-products-add-to-cart.png
+   :align: center
+   :alt: How to select optional products on Odoo Sales.
+
+When the customer adds an optional product(s) to an order, the salesperson is instantly notified
+about the change, along with any other change the customer makes to an order. This allows
+salespeople to stay up-to-date with everything related to an order in the backend of the *Sales*
+application.
+
+.. image:: optional_products/optional-products-order-lines.png
+   :align: center
+   :alt: How to follow each movement made by your customers on Odoo Sales.
+
+Optional products on quotation templates
 ========================================
 
-With Odoo Sales, it is possible to add or modify optional products directly on quotations
+.. note::
-(under the **Optional Products** tab, as you can see below).
+   Be sure to review the documentation on how to
+   :doc:`/applications/sales/sales/send_quotations/quote_template` to better understand how
+   quotation templates work before reading the following information.
 
-.. image:: optional_products/optional_products_2.png
+For quotation templates, just like a typical quotation form, there is also an :guilabel:`Optional
-   :align: center
+Products` tab, wherein related products or services can be added to a quotation template.
-   :class: img-thumbnail
+
-   :alt: How to add optional products to your quotations on Odoo Sales
+To add optional products to a quotation template, navigate to :menuselection:`Sales app -->
+Configuration --> Quotation Templates`. Then, either select an existing quotation template to edit,
+or create a new one by clicking :guilabel:`New`.
+
+On the quotation form, click :guilabel:`Edit`, then click the :guilabel:`Optional Products` tab.
+Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, and select the desired
+product to add as an optional product to the quotation template.
+
+.. tip::
+   It's best to offer optional products that would encourage a customer to add additional items to
+   their order, or entice them to purchase a more expensive version of their initially selected
+   product.
+
+   For example, if a customer purchases a wooden chair, some optional products could be: a warranty
+   on that chair and/or a wooden chair with leather seats.
+
+When the desired optional product(s) have been added, click :guilabel:`Save` to save all changes.
 
 .. note::
-   By clicking on the **Customer Preview** button, you will be able to see what your customers
+   There is no limit to how many optional products can be added to a quotation template.
-   will have as possibilities after opening a quotation from their received email.
 
-   .. image:: optional_products/optional_products_3.png
+The products added in the :guilabel:`Optional Products` tab are present in the quotation, by
-      :align: center
+default, whenever that particular quotation template is used.
-      :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
+.. image:: optional_products/optional-products-quotation-template.png
-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:: optional_products/optional_products_4.png
    :align: center
-   :class: img-thumbnail
+   :alt: How to add optional products to your quotation templates on Odoo Sales.
-   :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:: optional_products/optional_products_5.png
-   :align: center
-   :class: img-thumbnail
-   :alt: How to follow each movement made by your customers on Odoo Sales
-
-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:: optional_products/optional_products_1.png
-   :align: center
-   :class: img-thumbnail
-   :alt: How to add optional products to your quotation templates on Odoo Sales
-
-With Odoo Sales, it is now very easy to understand your customer's needs.
 
 .. seealso::
-   - :doc:`quote_template`
+   :doc:`/applications/sales/sales/send_quotations/quote_template`