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[FIX] sales: Correct mistakes about invoicing status of orders to upsell

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Frédéric Gilson 2017-05-08 09:38:42 +02:00 committed by Yannick Tivisse
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37
sales/invoicing/services/support.rst
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@ -63,7 +63,7 @@ support contract you sell. From the **Sales** application, use the menu
:align: center
.. tip::
There are different ways to track the service related to a sale
There are different ways to track the service related to a sales
order or product sold. With the above configuration, you can only
sell one support contract per order. If your customer orders
several service contracts on timesheet, you will have to split
@ -77,12 +77,12 @@ the **Unit of Measure** category and set a conversion ratio compared to
Managing support contract
=========================
Quotations and Sale Orders
Quotations and Sales Orders
--------------------------
Once the product is created, you can create a quotation or a sale order
Once the product is created, you can create a quotation or a sales order
with the related product. Once the quotation is confirmed and
transformed into a sale order, your users will be able to record
transformed into a sales order, your users will be able to record
services related to this support contract using the timesheet
application.
@ -100,7 +100,7 @@ above), so you can start tracking services as soon as it has been sold.
.. image:: media/support06.png
:align: center
Control delivered support on the sale order
Control delivered support on the sales order
-------------------------------------------
From the **Sales** application, use the menu
@ -116,15 +116,12 @@ Upselling and renewal
---------------------
If the number of hours you performed on the support contract is bigger
or equal to the number of hours the customer purchased, the sale order
**Invoicing Status** is automatically set to **Upselling**. This means you
have an opportunity to sell an extra contract to the customer since he
used all his quota of service.
or equal to the number of hours the customer purchased, you are
suggested to sell an extra contract to the customer since they
used all their quota of service.
Periodically (ideally once every two weeks), you should check the sales
order that are in an upselling status. To do this, go to the
:menuselection:`Sales --> Sales Order` menu and use the **Upselling**
filter to get all orders that are in upselling.
order that are in such a case.
To do so, go to :menuselection:`Sales --> Invoicing --> Orders to Upsell`.
.. tip::
If you use Odoo CRM, a good practice is to create an opportunity for
@ -132,10 +129,10 @@ filter to get all orders that are in upselling.
your upselling effort.
If you sell an extra support contract, you can either add a new line on
the existing sale order (thus, you continue to timesheet on the same
the existing sales order (thus, you continue to timesheet on the same
order) or create a new order (thus, people will timesheet their hours on
the new contract). To unmark the sale order as **Upselling**, you can set
the sale order as done and it will disappear from your upselling list.
the new contract). To unmark the sales order as **Upselling**, you can set
the sales order as done and it will disappear from your upselling list.
Special Configuration
=====================
@ -144,15 +141,15 @@ When creating the product form, you may set a different approach to
track the service:
- **Create task and track hours**: in this mode, a task is created for
every sale order line. Then when you do the timesheet, you don't
record hours on a sale order/contract, but you record hours on a
every sales order line. Then when you do the timesheet, you don't
record hours on a sales order/contract, but you record hours on a
task (that represents the contract). The advantage of this
solution is that it allows to sell several service contracts
within the same sale order.
within the same sales order.
- **Manually**: you can use this mode if you don't record timesheets in
Odoo. The number of hours you worked on a specific contract can
be recorded manually on the sale order line directly, in the
be recorded manually on the sales order line directly, in the
delivered quantity field.
.. seealso::