diff --git a/content/applications/sales/sales/send_quotations.rst b/content/applications/sales/sales/send_quotations.rst index 8c2fe552c..5dc617841 100644 --- a/content/applications/sales/sales/send_quotations.rst +++ b/content/applications/sales/sales/send_quotations.rst @@ -14,3 +14,4 @@ Send Quotations send_quotations/deadline send_quotations/different_addresses send_quotations/terms_and_conditions + send_quotations/orders_and_variants diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants.rst b/content/applications/sales/sales/send_quotations/orders_and_variants.rst new file mode 100644 index 000000000..1547df6ae --- /dev/null +++ b/content/applications/sales/sales/send_quotations/orders_and_variants.rst @@ -0,0 +1,79 @@ +=================================================== +Use product variants on quotations and sales orders +=================================================== + +Product variants can be added to quotations and sales orders using the Product Configurator, +Variant Grid Entry, or both. + +Configuration +============= + +To enable product variants on quotations and sales orders, go to :menuselection:`Sales --> +Configuration --> Settings --> Product Catalog` and activate one or both of the +:guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, click +:guilabel:`Save` to apply the settings. + +.. image:: orders_and_variants/activating-entry-type-settings.png + :align: center + :alt: Activating entry type settings. + +After saving the settings, configure the product form. Head over to :menuselection:`Sales --> +Products --> Products` and select any product (or click :guilabel:`Create` to create a new one). +On the product form, click :guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under +:guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or +:guilabel:`Order Grid Entry`. This selection determines which method is used to add the product to +quotations or sales orders. Finally, click :guilabel:`Save` to apply the setting. + +.. image:: orders_and_variants/sales-variant-selection.png + :align: center + :alt: Sales variant selection. + +.. note:: + The product must have at least two variants (one attribute with two values) created in order for + the :guilabel:`Sales Variant Selection` option to appear. Click :guilabel:`Add a line` under + :guilabel:`Attribute` to add attributes and values to this product and create product variants. + +Use the Product Configurator +============================ + +The :guilabel:`Product Configurator` appears on a quotation or sales order when products are added +that have both variants configured and the :guilabel:`Product Configurator` option selected. + +The :guilabel:`Product Configurator` lets salespeople choose exactly which product variant to add +to the quotation or sales order using a format similar to online shopping. Color options display +any HTML color codes set up in the :guilabel:`Color` attribute. Features with an additional cost +will display the additional cost next to their name. Once the desired product variant attributes +are selected, click :guilabel:`Add` to add the product variant to the quotation or sales order. + +.. image:: orders_and_variants/configurator-price-extras.png + :align: center + :alt: Product Configurator and Price Extras. + +By default, the product variant attributes are displayed on the quotation or sales order in the +:guilabel:`Description` column, but the :guilabel:`Product Variant` column can be added through the +additional options menu (3 vertical dots icon). + +Use Variant Grid Entries +======================== + +:guilabel:`Variant Grid Entries` appear on a quotation or sales order when products are added that +have both variants configured and the :guilabel:`Order Grid Entry` option selected. Grid entry can +streamline the process of creating large, varied quotations by letting salespeople enter exact +quantities of each product variant all at once. + +:guilabel:`Variant Grid Entry` displays a grid of every variant available for the selected product. +Choose the exact quantities of each product variant for a quotation or sales order by typing in the +number or using the arrows. :guilabel:`Not Available` is displayed when a particular variant has +been deactivated in the database. Once all the product variants and their quantities have been set, +click :guilabel:`Confirm` to add them to the quotation or sales order. + +.. image:: orders_and_variants/grid-entry-popup-amounts.png + :align: center + :alt: Variant Grid Entry pop-up. + +Each product variant appears as an individual line item on the quotation or sales order, because +each of these items has its own stock. + +.. image:: orders_and_variants/grid-variants-line-items.png + :align: center + :alt: Line items for grid variants. diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/activating-entry-type-settings.png b/content/applications/sales/sales/send_quotations/orders_and_variants/activating-entry-type-settings.png new file mode 100644 index 000000000..d99464648 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/activating-entry-type-settings.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/configurator-price-extras.png b/content/applications/sales/sales/send_quotations/orders_and_variants/configurator-price-extras.png new file mode 100644 index 000000000..36276f6bb Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/configurator-price-extras.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/grid-entry-popup-amounts.png b/content/applications/sales/sales/send_quotations/orders_and_variants/grid-entry-popup-amounts.png new file mode 100644 index 000000000..6eb825d29 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/grid-entry-popup-amounts.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/grid-variants-line-items.png b/content/applications/sales/sales/send_quotations/orders_and_variants/grid-variants-line-items.png new file mode 100644 index 000000000..2887a64f2 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/grid-variants-line-items.png differ diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/sales-variant-selection.png b/content/applications/sales/sales/send_quotations/orders_and_variants/sales-variant-selection.png new file mode 100644 index 000000000..e2c79aa16 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/orders_and_variants/sales-variant-selection.png differ