diff --git a/content/applications/sales/crm/acquire_leads/send_quotes.rst b/content/applications/sales/crm/acquire_leads/send_quotes.rst index 278134ddf..c9f3a0be4 100644 --- a/content/applications/sales/crm/acquire_leads/send_quotes.rst +++ b/content/applications/sales/crm/acquire_leads/send_quotes.rst @@ -94,9 +94,41 @@ catalog. Then, select a product from the drop-down menu, or create a new one by After selecting a product, update the :guilabel:`Quantity`, if necessary. Confirm the information in the remaining fields. -To remove a line from the quotation, click the :guilabel:`🗑️ (trash can)` icon. +To remove a line from the quotation, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon. -Repeat the steps above until the quotation is complete. +To organize products into sections click :guilabel:`Add a section` and type a name for the section. +Then, click the :icon:`oi-draggable` :guilabel:`(drag)` icon to the left of the name and drag to +move the section to the appropriate location. Move each product using the same method to finish +organizing the quotation order lines. + +.. image:: send_quotes/product-sections.png + :align: center + :alt: Categories are used to create separate sections on the order lines of a quote. + +Product catalog +~~~~~~~~~~~~~~~ + +To quickly add numerous products to the quotation, click the :guilabel:`Catalog` button to open the +product catalog. + +All products in the database are listed as cards and can be sorted in the left panel by +:guilabel:`Product Category` and :guilabel:`Attributes`. + +.. image:: send_quotes/product-catalog.png + :align: center + :alt: The product catalog displays all products as cards. + +To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button on the product card. +Set the quantity of the item using the :icon:`fa-plus` :guilabel:`(add)` or :icon:`fa-minus` +:guilabel:`(subtract)` buttons, or type the quantity in the number field between the two buttons. +To remove an item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product card. + +.. image:: send_quotes/set-quantity.png + :align: center + :alt: The purple add and subtract buttons are used to set the quantity of an item. + +Once all product quantities are set, click the :guilabel:`Back to Quotation` button to return to the +quotation. The items selected in the product catalog now appear in the :guilabel:`Order Lines` tab. Preview and send quotation ========================== diff --git a/content/applications/sales/crm/acquire_leads/send_quotes/product-catalog.png b/content/applications/sales/crm/acquire_leads/send_quotes/product-catalog.png new file mode 100644 index 000000000..63190e461 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/send_quotes/product-catalog.png differ diff --git a/content/applications/sales/crm/acquire_leads/send_quotes/product-sections.png b/content/applications/sales/crm/acquire_leads/send_quotes/product-sections.png new file mode 100644 index 000000000..c89db2f97 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/send_quotes/product-sections.png differ diff --git a/content/applications/sales/crm/acquire_leads/send_quotes/set-quantity.png b/content/applications/sales/crm/acquire_leads/send_quotes/set-quantity.png new file mode 100644 index 000000000..ce98be1ea Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/send_quotes/set-quantity.png differ