diff --git a/content/applications/sales/sales/send_quotations/quote_template.rst b/content/applications/sales/sales/send_quotations/quote_template.rst index cbd7c34ce..6368fca06 100644 --- a/content/applications/sales/sales/send_quotations/quote_template.rst +++ b/content/applications/sales/sales/send_quotations/quote_template.rst @@ -2,10 +2,9 @@ Quotation templates =================== -In Odoo *Sales*, salespeople have the ability to create reusable quotation templates for common -products or services that the business offers. +Reusable quotation templates can be made in Odoo's **Sales** app for common products or services. -By using these templates, quotations can be tailored and sent to customers at a much faster pace, +By using these templates, quotations can be tailored and sent to customers at a quicker pace, without having to create new quotations from scratch every time a sales negotiation occurs. .. _sales/send_quotations/templates: @@ -13,42 +12,42 @@ without having to create new quotations from scratch every time a sales negotiat Configuration ============= -Begin by activating the setting in :menuselection:`Sales app --> Configuration --> Settings`, and -scroll to the :guilabel:`Quotations \& Orders` heading. +To use quotation templates, begin by activating the setting in :menuselection:`Sales app --> +Configuration --> Settings`, and scroll to the :guilabel:`Quotations &_Orders` heading. -In that section, check the box beside the :guilabel:`Quotation Templates` option. Doing so reveals a -new :guilabel:`Default Template` field, in which a default quotation template can be chosen from a +Under the heading, tick the :guilabel:`Quotation Templates` checkbox. Doing so reveals a new +:guilabel:`Default Template` field, in which a default quotation template can be chosen from the drop-down menu. .. image:: quote_template/quotations-templates-setting.png - :align: center :alt: How to enable quotation templates on Odoo Sales. -Also, upon activating the :guilabel:`Quotation Template` feature, an internal :guilabel:`➡️ -Quotation Templates` link appears beneath the :guilabel:`Default Template` field. +Upon activating the :guilabel:`Quotation Template` feature, an internal :icon:`fa-arrow-right` +:guilabel:`Quotation Templates` link appears beneath the :guilabel:`Default Template` field. -Clicking that link reveals the :guilabel:`Quotation Templates` page, from which templates can be +Clicking this link reveals the :guilabel:`Quotation Templates` page, from which templates can be created, viewed, and edited. -Before leaving the :guilabel:`Settings` page, don't forget to click the :guilabel:`Save` button to +Before leaving the :guilabel:`Settings` page, do not forget to click the :guilabel:`Save` button to save all changes made during the session. +.. _sales/send_quotations/create_templates: + Create quotation templates ========================== -Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page, or navigate to +To create a quotation template, click the :guilabel:`Quotation Templates` link on the +:guilabel:`Settings` page once :guilabel:`Quotation templates` are enabled, or navigate to :menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the :guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited. .. image:: quote_template/quotation-templates-page.png - :align: center :alt: Quotation templates page in the Odoo Sales application. To create a new quotation template, click the :guilabel:`New` button, located in the upper-left -corner. Doing so reveals a blank quotation template form that can be customized in a number of ways. +corner. Doing so reveals a blank quotation template form that can be customized. .. image:: quote_template/blank-quotation-form.png - :align: center :alt: Create a new quotation template on Odoo Sales. Start by entering a name for the template in the :guilabel:`Quotation Template` field. @@ -57,9 +56,8 @@ Then, in the :guilabel:`Quotation Validity` field, designate how many days the q will remain valid for, or leave the field on the default `0` to keep the template valid indefinitely. -Next, in the :guilabel:`Confirmation Mail` field, click the blank field to reveal a drop-down menu. -From the drop-down menu, select a pre-configured email template to be sent to customers upon -confirmation of an order. +Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down menu to select a +preconfigured email template to be sent to customers upon confirmation of an order. .. tip:: To create a new email template directly from the :guilabel:`Confirmation Mail` field, start @@ -70,13 +68,12 @@ confirmation of an order. Selecting :guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which the email template can be customized and - configured right away. + configured immediately. .. image:: quote_template/create-confirmation-mail-popup.png - :align: center :alt: Create confirmation mail pop-up window from the quotation template form in Odoo Sales. - When all modifications are complete, click :guilabel:`Save \& Close` to save the email template + When all modifications are complete, click :guilabel:`Save & Close` to save the email template and return to the quotation form. If working in a multi-company environment, use the :guilabel:`Company` field to designate to which @@ -120,23 +117,23 @@ terms, etc.) by clicking :guilabel:`Add a note`. To add a product to a quotation template, click :guilabel:`Add a product` in the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a blank field in the :guilabel:`Product` column. -When clicked, a drop-down menu with existing products in the database appear. Select the desired +When clicked, a drop-down menu with existing products in the database appears. Select the desired product from the drop-down menu to add it to the quotation template. -If the desired product isn't readily visible, type the name of the desired product in the +If the desired product is not readily visible, type the name of the desired product in the :guilabel:`Product` field, and the option appears in the drop-down menu. Products can also be found by clicking :guilabel:`Search More...` from the drop-down menu. .. tip:: - In Odoo 17, it is now possible to add event-related products (booths and registrations) to - quotation templates. To do so, click the :guilabel:`Product` field, type in `Event`, and select - the desired event-related product from the resulting drop-down menu. + It is possible to add event-related products (booths and registrations) to quotation templates. + To do so, click the :guilabel:`Product` field, type in `Event`, and select the desired + event-related product from the resulting drop-down menu. .. note:: When a product is added to a quotation template, the default :guilabel:`Quantity` is `1`, but that can be edited at any time. -Then, drag-and-drop the product to the desired position, via the :guilabel:`six squares` icon, +Then, drag and drop the product to the desired position, via the :guilabel:`six squares` icon, located to the left of each line item. To add a *section*, which serves as a header to organize the lines of a sales order, click @@ -144,57 +141,55 @@ To add a *section*, which serves as a header to organize the lines of a sales or which the desired name of the section can be typed. When the name has been entered, click away to secure the section name. -Then, drag-and-drop the section name to the desired position, via the :guilabel:`six squares` icon, -located to the left of each line item. +Then, drag and drop the section name to the desired position, via the :icon:`oi-apps` +:guilabel:`(six squares)` icon, located to the left of each line item. -To add a note, which would appear as a piece of text for the customer on the quotation, click +To add a note, which appears as a piece of text for the customer on the quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in which the desired note can be typed. When the note has been entered, click away to secure the note. -Then, drag-and-drop the note to the desired position, via the :guilabel:`six squares` icon. +Then, drag and drop the note to the desired position, via the :icon:`oi-apps` +:guilabel:`(six squares)` icon. To delete any line item from the :guilabel:`Lines` tab (product, section, and/or note), click the -:guilabel:`🗑️ (trash can)` icon on the far-right side of the line. +:icon:`fa-trash` :guilabel:`(remove record)` icon on the far-right side of the line. Optional Products tab --------------------- -The use of *optional products* is a marketing strategy that involves the cross-selling of products -along with a core product. The aim is to offer useful and related products to customers, which may -result in an increased sale. +Using *optional products* is a marketing strategy that involves the cross-selling of products along +with a core product. The aim is to offer useful and related products to customers, which may result +in an increased sale. -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. +.. example:: + If a customer wants to buy a car, they have the choice to order massaging seats as + an additional product that compliments the car, or ignore the offer and buy the car alone. Optional products appear as a section on the bottom of sales orders and eCommerce pages. Customers can immediately add them to their online sales orders themselves, if desired. .. image:: quote_template/optional-products-on-sales-order.png - :align: center :alt: Optional products appearing on a typical sales order with Odoo Sales. In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each cross-selling product -related to the original items in the :guilabel:`Lines` tab, if applicable. The products added here -ideally complement the original offering as added value for the prospective buyer. +related to the original items in the :guilabel:`Lines` tab, if applicable. Clicking :guilabel:`Add a line` reveals a blank field in the :guilabel:`Product` column. When clicked, a drop-down menu with products from the database appear. Select the desired product from the drop-down menu to add it as an optional product to the quotation template. -To delete any line item from the :guilabel:`Optional Products` tab, click the :guilabel:`🗑️ (trash -can)` icon. +To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash` +:guilabel:`(remove record)` icon. .. note:: Optional products are **not** required to create a quotation template. -Terms \& Conditions tab ------------------------ +Terms & Conditions tab +---------------------- -The :guilabel:`Terms \& Conditions` tab provides the opportunity to add terms and conditions to the -quotation template. To add terms and conditions, simply type (or copy/paste) the desired terms and -conditions in this tab. +The :guilabel:`Terms & Conditions` tab provides the opportunity to add terms and conditions to the +quotation template. To add terms and conditions, type the desired terms and conditions in this tab. .. seealso:: :doc:`../../../finance/accounting/customer_invoices/terms_conditions` @@ -202,55 +197,37 @@ conditions in this tab. .. note:: Terms and conditions are **not** required to create a quotation template. -PDF Quote Builder tab ---------------------- - -The :guilabel:`PDF Quote Builder` tab provides options to compose an attractive quotation, with more -information and visually-pleasing elements, to highlight products and/or services. - -To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, click the :guilabel:`✏️ -(pencil)` icon to the right of the respective pages. Click the :guilabel:`🗑️ (trash)` icon to delete -an uploaded PDF. - -.. seealso:: - :doc:`/applications/sales/sales/send_quotations/pdf_quote_builder` - Use quotation templates ======================= -When creating a quotation (:menuselection:`Sales app --> New`), choose a pre-configured template in +When creating a quotation (:menuselection:`Sales app --> New`), choose a preconfigured template in the :guilabel:`Quotation Template` field. -.. image:: quote_template/quotation-templates-field.png - :align: center - :alt: Quotation templates field on a standard quotation form in Odoo Sales. +.. note:: + The order of the templates in the :guilabel:`Quotation Template` field is determined by the order + of the templates in the Quotation Templates form. The order of the quotations in the Quotation + Templates form does **not** affect anything else. To view what the customer will see, click the :guilabel:`Preview` button at the top of the page to see how the quotation template appears on the front-end of the website through Odoo's customer portal. .. image:: quote_template/quotations-templates-preview.png - :align: center :alt: Customer preview of a quotation template in Odoo Sales. -.. tip:: - Quotation template design uses the same methodology and functionality with design building blocks - as a typical web page design with Odoo *Website*. Be sure to check out the - :doc:`../../../websites/website` documentation to learn more. +When all blocks and customizations are complete, click the :guilabel:`Save` button to save the +configuration. -When all blocks and customizations are complete, click the :guilabel:`Save` button to put those -configurations into place. - -There is also a blue banner at the top of the quotation template design with a link to quickly -return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation form in the -back-end of the *Sales* application. +The blue banner located at the top of the quotation template preview can be used to quickly return +:icon:`fa-arrow-right` :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation +form in the back-end of the *Sales* application. Mass cancel quotations/sales orders =================================== Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of -the table, tick the preferred checkboxes for removal. +the table, tick the checkboxes for the quotations to be canceled. .. tip:: Select all records in the table by selecting the checkbox column header at the top-left of the @@ -263,7 +240,6 @@ drop-down menu. From this drop-down menu, select :guilabel:`Cancel quotations`. .. image:: quote_template/cancel-quotations.png - :align: center :alt: The Cancel quotations option on the Actions drop-down menu in the Odoo Sales application. .. note:: diff --git a/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png b/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png index 0aeca4f6e..288e2a187 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png and b/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png b/content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png index 436da425e..9403fc16f 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png and b/content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png b/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png index fe3bb6d85..26a815ae1 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png and b/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/optional-products-on-sales-order.png b/content/applications/sales/sales/send_quotations/quote_template/optional-products-on-sales-order.png index 5e7191d64..be6ea04b6 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/optional-products-on-sales-order.png and b/content/applications/sales/sales/send_quotations/quote_template/optional-products-on-sales-order.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotation-templates-field.png b/content/applications/sales/sales/send_quotations/quote_template/quotation-templates-field.png deleted file mode 100644 index b3f1a7a0a..000000000 Binary files a/content/applications/sales/sales/send_quotations/quote_template/quotation-templates-field.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotation-templates-page.png b/content/applications/sales/sales/send_quotations/quote_template/quotation-templates-page.png index 9f7c7c298..331d2c5a3 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/quotation-templates-page.png and b/content/applications/sales/sales/send_quotations/quote_template/quotation-templates-page.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-preview.png b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-preview.png index 1ab13bc5e..08c6ea61d 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-preview.png and b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-preview.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png index 3b0e8256e..2c1115061 100644 Binary files a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png and b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png differ