[ADD] sales: Increase your sales with suggested products
Origin: https://docs.google.com/document/d/1NMIL5YHCyFl-RHbvYYcyhN23Px8PszYBamxVYPF6bN0/edit
This commit is contained in:
parent
33f3733638
commit
6a4edf7ff9
@ -6,3 +6,4 @@ Send Quotations
|
||||
:titlesonly:
|
||||
|
||||
send_quotations/quote_template
|
||||
send_quotations/optional_items
|
||||
|
BIN
sales/send_quotations/media/optional_items01.png
Normal file
BIN
sales/send_quotations/media/optional_items01.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 19 KiB |
BIN
sales/send_quotations/media/optional_items02.png
Normal file
BIN
sales/send_quotations/media/optional_items02.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 14 KiB |
BIN
sales/send_quotations/media/optional_items03.png
Normal file
BIN
sales/send_quotations/media/optional_items03.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 21 KiB |
BIN
sales/send_quotations/media/optional_items04.png
Normal file
BIN
sales/send_quotations/media/optional_items04.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 24 KiB |
BIN
sales/send_quotations/media/optional_items05.png
Normal file
BIN
sales/send_quotations/media/optional_items05.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 34 KiB |
50
sales/send_quotations/optional_items.rst
Normal file
50
sales/send_quotations/optional_items.rst
Normal file
@ -0,0 +1,50 @@
|
||||
===========================================
|
||||
Increase your sales with suggested products
|
||||
===========================================
|
||||
|
||||
The use of suggested products is an attempt to offer related and useful
|
||||
products to your client. For instance, a client purchasing a cellphone
|
||||
could be shown accessories like a protective case, a screen cover, and
|
||||
headset.
|
||||
|
||||
Add suggested products to your quotation templates
|
||||
==================================================
|
||||
|
||||
Suggested products can be set on *Quotation Templates*.
|
||||
|
||||
.. TODO You can find documentation about it here https://docs.google.com/document/u/1/d/11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY/edit?usp=drive_web&ouid=104638657716670524342
|
||||
|
||||
Once on a template, you can see a *Suggested Products* tab where you
|
||||
can add related products or services.
|
||||
|
||||
.. image:: media/optional_items01.png
|
||||
:align: center
|
||||
|
||||
You can also add or modify suggested products on the quotation.
|
||||
|
||||
Add suggested products to the quotation
|
||||
=======================================
|
||||
|
||||
When opening the quotation from the received email, the customer can add
|
||||
the suggested products to the order.
|
||||
|
||||
.. image:: media/optional_items02.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/optional_items03.png
|
||||
:align: center
|
||||
|
||||
The product(s) will be instantly added to their quotation when clicking
|
||||
on any of the little carts.
|
||||
|
||||
.. image:: media/optional_items04.png
|
||||
:align: center
|
||||
|
||||
Depending on your confirmation process, they can either digitally sign
|
||||
or pay to confirm the quotation.
|
||||
|
||||
Each move done by the customer to the quotation will be tracked in the
|
||||
sales order, letting the salesperson see it.
|
||||
|
||||
.. image:: media/optional_items05.png
|
||||
:align: center
|
Loading…
Reference in New Issue
Block a user