diff --git a/sales/send_quotations.rst b/sales/send_quotations.rst index 2c5ffaa7e..f396d7339 100644 --- a/sales/send_quotations.rst +++ b/sales/send_quotations.rst @@ -7,3 +7,8 @@ Send Quotations send_quotations/quote_template send_quotations/optional_items + send_quotations/get_signature_to_validate + send_quotations/get_paid_to_validate + send_quotations/deadline + send_quotations/different_addresses + send_quotations/terms_and_conditions diff --git a/sales/send_quotations/quotationsdeadline.rst b/sales/send_quotations/deadline.rst similarity index 93% rename from sales/send_quotations/quotationsdeadline.rst rename to sales/send_quotations/deadline.rst index cab1051e3..3e714f405 100644 --- a/sales/send_quotations/quotationsdeadline.rst +++ b/sales/send_quotations/deadline.rst @@ -4,7 +4,7 @@ Stimulate customers with quotations deadline As you send quotations, it is important to set a quotation deadline; Both to entice your customer into action with the fear of missing out on -an offer and to protect yourself. You don’t want to have to fulfill an +an offer and to protect yourself. You don't want to have to fulfill an order at a price that is no longer cost effective for you. Set a deadline diff --git a/sales/send_quotations/invoice_and_deliver_to_different_address.rst b/sales/send_quotations/different_addresses.rst similarity index 73% rename from sales/send_quotations/invoice_and_deliver_to_different_address.rst rename to sales/send_quotations/different_addresses.rst index 3f9d1c489..a05c96ce2 100644 --- a/sales/send_quotations/invoice_and_deliver_to_different_address.rst +++ b/sales/send_quotations/different_addresses.rst @@ -1,25 +1,25 @@ -=========================================== +========================================== Deliver and invoice to different addresses -=========================================== +========================================== In Odoo you can configure different addresses for delivery and invoicing. This is key, not everyone will have the same delivery location as their invoice location. Activate the feature -===================== +==================== -Go to :menuselection:\`SALES --> Configuration → Settings\` and activate -the \*Customer Addresses\* feature. +Go to :menuselection:`SALES --> Configuration --> Settings` and activate +the *Customer Addresses* feature. .. image:: media/invoice_and_deliver_to_different_address01.png :align: center Add different addresses to a quotation or sales order -====================================================== +===================================================== If you select a customer with an invoice and delivery address set, Odoo -will automatically use those. If there’s only one, Odoo will use that +will automatically use those. If there's only one, Odoo will use that one for both but you can, of course, change it instantly and create a new one right from the quotation or sales order. @@ -27,11 +27,11 @@ new one right from the quotation or sales order. :align: center Add invoice & delivery addresses to a customer -=============================================== +============================================== If you want to add them to a customer before a quotation or sales order, they are added to the customer form. Go to any customers form under -:menuselection:\`SALES --> Orders→ Customers\`. +:menuselection:`SALES --> Orders --> Customers`. From there you can add new addresses to the customer. diff --git a/sales/send_quotations/getpaidtovalidate.rst b/sales/send_quotations/get_paid_to_validate.rst similarity index 68% rename from sales/send_quotations/getpaidtovalidate.rst rename to sales/send_quotations/get_paid_to_validate.rst index 055831438..6fa726802 100644 --- a/sales/send_quotations/getpaidtovalidate.rst +++ b/sales/send_quotations/get_paid_to_validate.rst @@ -1,12 +1,12 @@ ============================ Get paid to confirm an order -============================= +============================ You can use online payments to get orders automatically confirmed. Saving the time of both your customers and yourself. Activate online payment -======================== +======================= Go to :menuselection:`SALES --> Configuration --> Settings` and activate the *Online Signature & Payment* feature. @@ -19,19 +19,21 @@ acquirers of choice. You can find various documentation about how to be paid with payment acquirers such as `Paypal -`_, +<../../ecommerce/shopper_experience/paypal>`_, `Authorize.Net (pay by credit card) -`_, +<../../ecommerce/shopper_experience/authorize>`_, and others under the `eCommerce documentation -<*https://www.odoo.com/documentation/user/11.0/ecommerce.html>`_. +<../../ecommerce>`_. + + .. note:: If you are using `quotation templates - `_, + <../quote_template>`_, you can also pick a default setting for each template. Register a payment -=================== +================== From the quotation email you sent, your customer will be able to pay online. diff --git a/sales/send_quotations/getsignaturetovalidate.rst b/sales/send_quotations/get_signature_to_validate.rst similarity index 93% rename from sales/send_quotations/getsignaturetovalidate.rst rename to sales/send_quotations/get_signature_to_validate.rst index f6c5e722d..10cd71922 100644 --- a/sales/send_quotations/getsignaturetovalidate.rst +++ b/sales/send_quotations/get_signature_to_validate.rst @@ -1,13 +1,13 @@ =================================== Get a signature to confirm an order -==================================== +=================================== You can use online signature to get orders automatically confirmed. Both you and your customer will save time by using this feature compared to a traditional process. Activate online signature -========================== +========================= Go to :menuselection:`SALES --> Configuration --> Settings` and activate the *Online Signature & Payment* feature. diff --git a/sales/send_quotations/terms_and_conditions.rst b/sales/send_quotations/terms_and_conditions.rst index 3131b4ec4..21729a2a6 100644 --- a/sales/send_quotations/terms_and_conditions.rst +++ b/sales/send_quotations/terms_and_conditions.rst @@ -1,6 +1,6 @@ ================================ Add terms & conditions on orders -================================= +================================ Specifying Terms and Conditions is essential to ensure a good relationship between customers and sellers. Every seller has to declare @@ -12,13 +12,13 @@ Odoo lets you easily include your default terms and conditions on every quotation, sales order and invoice. Set up your default terms and conditions -========================================= +======================================== Go to :menuselection:`SALES --> Configuration --> Settings` and activate *Default Terms & Conditions*. .. image:: media/terms_and_conditions01.png - :align: + :align: center In that box you can add your default terms & conditions. They will then @@ -26,10 +26,12 @@ appear on every quotation, SO and invoice. .. image:: media/terms_and_conditions02.png :align: center + .. image:: media/quote_template02.png :align: center + Set up more detailed terms & conditions -======================================== +======================================= A good idea is to share more detailed or structured conditions is to publish on the web and to refer to that link in the terms & conditions