diff --git a/sales/quotation/setup/first_quote.rst b/sales/quotation/setup/first_quote.rst index f59c551bd..7f4491ac5 100644 --- a/sales/quotation/setup/first_quote.rst +++ b/sales/quotation/setup/first_quote.rst @@ -1,3 +1,130 @@ ================================= How to create my first quotation? -================================= \ No newline at end of file +================================= + +Overview +======== + +Quotations are documents sent to customers to offer an estimated cost +for a particular set of goods or services. The customer can accept the +quotation, in which case the seller will have to issue a sales order, or +refuse it. + +For example, my company sells electronic products and my client +Agrolait showed interest in buying ``3 iPads`` to facilitate their +operations. I would like to send them a quotation for those iPads with +a sales price of ``320 USD`` by iPad with a ``5%`` discount. + +This section will show you how to proceed. + +Configuration +============= + +Install the Sales Management module +----------------------------------- + +In order to be able to issue your first quotation, you'll need to +install the **Sales Management** module from the app module in the Odoo +backend. + +.. image:: media/first_quote01.png + :align: center + +Allow discounts on sales order line +----------------------------------- + +Allowing discounts on quotations is a common sales practice to improve +the chances to convert the prospect into a client. + +In our example, we wanted to grant ``Agrolait`` with a ``5%`` discount on the +sale price. To enable the feature, go into the **Sales** application, select +:menuselection:`Configuration --> Settings` and, under **Quotations and Sales**, tick +**Allow discounts on sales order line** (see picture below) and apply your +changes. + +.. image:: media/first_quote02.png + :align: center + +Create your quotation +===================== + +To create your first quotation, click on :menuselection:`Sales --> Quotations` and +click on **Create**. Then, complete your quotation as follows: + +Customer and Products +--------------------- + +The basic elements to add to any quotation are the customer (the person +you will send your quotation to) and the products you want to sell. From +the quotation view, choose the prospect from the **Customer** drop-down list +and under **Order Lines**, click on **Add an item** and select your product. +Do not forget to manually add the number of items under **Ordered +Quantity** and the discount if applicable. + +.. image:: media/first_quote03.png + :align: center + +If you don't have any customer or product recorded on your Odoo +environment yet, you can create them on the fly directly from your +quotations : + +- To add a new customer, click on the **Customer** drop-down menu and click + on **Create and edit**. In this new window, you will be able to + record all the customer details, such as the address, website, + phone number and person of contact. + +- To add a new product, under **Order line**, click on add an item and on + **Create and Edit** from the drop-down list. You will be able to + record your product information (product type, cost, sale price, + invoicing policy, etc.) along with a picture. + +Taxes +----- + +To parameter taxes, simply go on the taxes section of the product line +and click on **Create and Edit**. Fill in the details (for example if you +are subject to a ``21%`` taxe on your sales, simply fill in the right amount +in percentage) and save. + +.. image:: media/first_quote04.png + :align: center + +Terms and conditions +-------------------- + +You can select the expiration date of your quotation and add your +company's terms and conditions directly in your quotation (see picture +below). + +.. image:: media/first_quote05.png + :align: center + +Preview and send quotation +========================== + +If you want to see what your quotation looks like before sending it, +click on the **Print** button (upper left corner). It will give you a +printable PDF version with all your quotation details. + +.. image:: media/first_quote06.png + :align: center + +.. tip:: + Update your company's details (address, website, logo, etc) appearing + on your quotation from the the **Settings** menu on the app switcher, and + on click on the link + :menuselection:`Settings --> General settings --> Configure company data`. + +Click on **Send by email** to automatically send an email to your customer +with the quotation as an attachment. You can adjust the email body +before sending it and even save it as a template if you wish to reuse +it. + +.. image:: media/first_quote07.png + :align: center + +.. seealso:: + * :doc:`recurring` + * :doc:`../online/creation` + * :doc:`optional` + * :doc:`terms_conditions` \ No newline at end of file diff --git a/sales/quotation/setup/media/first_quote01.png b/sales/quotation/setup/media/first_quote01.png new file mode 100644 index 000000000..87b182228 Binary files /dev/null and b/sales/quotation/setup/media/first_quote01.png differ diff --git a/sales/quotation/setup/media/first_quote02.png b/sales/quotation/setup/media/first_quote02.png new file mode 100644 index 000000000..3221e1510 Binary files /dev/null and b/sales/quotation/setup/media/first_quote02.png differ diff --git a/sales/quotation/setup/media/first_quote03.png b/sales/quotation/setup/media/first_quote03.png new file mode 100644 index 000000000..f0202b730 Binary files /dev/null and b/sales/quotation/setup/media/first_quote03.png differ diff --git a/sales/quotation/setup/media/first_quote04.png b/sales/quotation/setup/media/first_quote04.png new file mode 100644 index 000000000..972f39516 Binary files /dev/null and b/sales/quotation/setup/media/first_quote04.png differ diff --git a/sales/quotation/setup/media/first_quote05.png b/sales/quotation/setup/media/first_quote05.png new file mode 100644 index 000000000..14489e914 Binary files /dev/null and b/sales/quotation/setup/media/first_quote05.png differ diff --git a/sales/quotation/setup/media/first_quote06.png b/sales/quotation/setup/media/first_quote06.png new file mode 100644 index 000000000..815e868b1 Binary files /dev/null and b/sales/quotation/setup/media/first_quote06.png differ diff --git a/sales/quotation/setup/media/first_quote07.png b/sales/quotation/setup/media/first_quote07.png new file mode 100644 index 000000000..0bce8c392 Binary files /dev/null and b/sales/quotation/setup/media/first_quote07.png differ