[IMP] Sales - updated Deadline.rst (v14)

closes odoo/documentation#5398

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Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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===================================================
Use quotations deadline to stimulate your customers
===================================================
===================
Quotation deadlines
===================
When sending quotations, it is important to set a deadline to encourage your customers to act.
Indeed, this will stimulate them because they will be afraid of missing a good deal and it will also
allow you to protect yourself in case you have to fulfill an order at a price that is no longer
profitable for you.
In the Odoo *Sales* application, it is possible to set deadlines on sales quotations. Doing so
encourages customers to act quickly during sales negotiations, for they might fear for missing out
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.
Set a deadline
==============
Expiration date deadlines
=========================
With Odoo Sales, it is possible to instantly add an **Expiration Date** from the quotation or the
sales order.
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.
.. image:: deadline/quotation_deadlines_1.png
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`.
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.
.. image:: deadline/quotation-deadlines-expiration-field.png
:align: center
:class: img-thumbnail
:alt: How to configure deadlines on Odoo Sales?
:alt: How to configure deadlines on Odoo Sales.
Use deadline in your quotation templates
========================================
Once the expiration date is selected, click :guilabel:`Save` to save all changes.
It is also possible to add a deadline to every quotation template created. Whenever a specific
quotation template is used in a quote, its associated deadline will be automatically applied. Be
sure to check out our documentation about :doc:`quote_template` to excel in their use.
Deadlines in quotation templates
================================
.. image:: deadline/quotation_deadlines_2.png
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
:class: img-thumbnail
:alt: How to use deadline in a quotation template on Odoo Sales?
:alt: How to use deadline in a quotation template on Odoo Sales.
.. tip::
By clicking on the **Customer Preview** button, you will be able to see when the offer expires.
For your information, the number of days will be the same as those mentioned in the quotation
template.
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).
.. image:: deadline/quotation_deadlines_3.png
.. image:: deadline/quotation-deadlines-preview.png
:align: center
:class: img-thumbnail
:alt: How customers will see deadlines on Odoo Sales?
:alt: How customers will see deadlines on Odoo Sales.
.. seealso::
- :doc:`quote_template`
:doc:`/applications/sales/sales/send_quotations/quote_template`