[IMP] sales: 'Optional Product' rewritten for better English
Document: How to display optional products on a quotation?
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@ -12,64 +12,35 @@ shown accessories like a protective case, a screen cover, and headset.
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In Odoo, a customer can be presented with additional products that are
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In Odoo, a customer can be presented with additional products that are
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relevant to their chosen purchase in one of several locations.
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relevant to their chosen purchase in one of several locations.
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This document covers the configuration and use of suggested products in Odoo.
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Configuration
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Configuration
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=============
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=============
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Suggested products can be added to quotations directly, or to the ecommerce
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Suggested products can be added to quotations directly, or to the ecommerce
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platform via each product form. In order to use suggested products, you will
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platform via each product form. In order to use suggested products, you will
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need to have the **Ecommerce** applications installed:
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need to have the **Ecommerce** app installed:
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Product
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Quotations
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----------
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On the product form view, under the **Sales** tab, you can set optional products
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To add suggested products to quotations, you must first enable online quotations
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on that will be proposed on an order each time that this product is added in the
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in the Sales app from :menuselection:`Configuration --> Settings`. Doing so will
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cart or on the sale order. On the picture below, we set 2 optional products on a
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prompt you to install the Website app if you haven't already.
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computer case.
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.. image:: media/optional01.png
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.. image:: media/optional01.png
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:align: center
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:align: center
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Quotation template
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You will then be able to add suggested products to your individual quotations and
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------------------
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quotation templates under the **Suggested Products** tab of a quotation.
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We can configure also configure optional products on quotation template like on the
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picture below.
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.. image:: media/optional02.png
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.. image:: media/optional02.png
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:align: center
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:align: center
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For online quotation design you can follow following topic: :doc:`../online/creation`
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Website Sales
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-------------
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Orders with optional product
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You can add suggested products to a product on its product form, under the Website
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============================
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heading in the **Sales** tab. **Suggested products** will appear on the *product*
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page, and **Accessory Products** will appear on the *cart* page prior to checkout.
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Online order
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------------
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Now, if a customer is adding in his cart the Computer Case product on which we set
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2 suggested products,
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.. image:: media/optional03.png
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:align: center
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on the same page are displayed these 2 products that they can add to their cart too.
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.. image:: media/optional04.png
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:align: center
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The customer can after that complete the sale process from the checkout to the payment.
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For more information on sales you can follow another topic: :doc:`../../overview/process/from_quote_to_so`
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Quotation backend
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-----------------
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We are creating a quotation in the sales application by using a template. The system will
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propose on the sale order form under the **Suggested Products** tab the products that were
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defined on the template.
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.. image:: media/optional06.png
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.. image:: media/optional06.png
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:align: center
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:align: center
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