[IMP] sales: updated deadline doc for 16

closes odoo/documentation#5438

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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KC (ksc) 2023-08-09 09:25:31 -07:00
parent 78713f1637
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@ -7,54 +7,50 @@ encourages customers to act quickly during sales negotiations, for they might fe
on a good deal. As well, deadlines also can also act as protection for a company in case an order
has to be fulfilled at a price that is no longer profitable for the business.
Expiration date deadlines
=========================
Quotation expiration
====================
On an Odoo *Sales* quotation, add an expiration date in the :guilabel:`Expiration` field located at
the top of the quotation or sales order form.
In Odoo *Sales*, there's the option to add an expiration date to a quotation.
To add an expiration date to a quotation, navigate to :menuselection:`Sales app`, and select a
desired quotation, or create a new one by clicking :guilabel:`Create`.
desired quotation, or create a new one by clicking :guilabel:`New`.
On the quotation form, click :guilabel:`Edit` (if modifying a pre-existing quotation), and click the
:guilabel:`Expiration` field. Doing so reveals a drop-down calendar, in which the month and date can
be designated as the expiration date of the quotation.
On the quotation form, click the :guilabel:`Expiration` field to reveal a pop-up calendar. From this
pop-up calendar, select the desired month and date as the expiration date for the quotation.
.. image:: deadline/quotation-deadlines-expiration-field.png
:align: center
:alt: How to configure deadlines on Odoo Sales.
Once the expiration date is selected, click :guilabel:`Save` to save all changes.
Deadlines in quotation templates
================================
The Odoo *Sales* application also makes it possible to add a deadline to every quotation template.
Whenever a specific quotation template is used in a quote, its associated deadline is automatically
applied.
To add a deadline to a quotation template, navigate to :menuselection:`Sales app --> Configuration
--> Quotation Templates`, and either select the desired quotation template to which a deadline
should be added, or click :guilabel:`Create` to build a new quotation template from scratch.
On the quotation template detail page, click the :guilabel:`Edit` button to edit the quotation.
Then, add a specific number of days to the :guilabel:`Quotation expires after` field, located
beneath the quotation template name. The number of days represents how long the quotation will be
valid for, before it expires. When done, click :guilabel:`Save`.
.. image:: deadline/quotation-deadlines-expires-after.png
:align: center
:alt: How to use deadline in a quotation template on Odoo Sales.
:alt: The expiration field on a standard quotation form in Odoo Sales.
.. tip::
By clicking the :guilabel:`Customer Preview` button on a quotation, Odoo clearly displays when
that specific offer expires. As a reminder, the number of days is the same as those mentioned in
the quotation template (if a quotation template was used for the initial quotation).
By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly displays when that
specific offer expires.
.. image:: deadline/quotation-deadlines-preview.png
:align: center
:alt: How customers will see deadlines on Odoo Sales.
Quotation template expiration
=============================
The Odoo *Sales* application also makes it possible to add a deadline expiration date to quotation
templates.
To add a deadline expiration date to a quotation template, navigate to :menuselection:`Sales app -->
Configuration --> Quotation Templates`, and either select the desired quotation template to which a
deadline should be added, or click :guilabel:`New` to build a new quotation template from scratch.
On the quotation template form, add a specific number of days to the :guilabel:`Quotation expires
after` field, located beneath the quotation template name. The number of days represents how long
the quotation will be valid for, before it expires.
.. image:: deadline/quotation-deadlines-expires-after.png
:align: center
:alt: The quotation expires after field on a quotation template form in Odoo Sales.
Then, whenever that specific quotation template is used in a quote, an expiration date is
automatically calculated, based on the number of days designated above. However, this date can be
overwritten before sending the quotation to the customer.
.. seealso::
:doc:`/applications/sales/sales/send_quotations/quote_template`

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