[IMP] sales: 'Optional Product' rewritten for better English

Document: How to display optional products on a quotation?
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Yannick Tivisse 2016-04-22 13:50:12 +02:00
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@ -12,64 +12,35 @@ shown accessories like a protective case, a screen cover, and headset.
In Odoo, a customer can be presented with additional products that are
relevant to their chosen purchase in one of several locations.
This document covers the configuration and use of suggested products in Odoo.
Configuration
=============
Suggested products can be added to quotations directly, or to the ecommerce
platform via each product form. In order to use suggested products, you will
need to have the **Ecommerce** applications installed:
need to have the **Ecommerce** app installed:
Product
-------
Quotations
----------
On the product form view, under the **Sales** tab, you can set optional products
on that will be proposed on an order each time that this product is added in the
cart or on the sale order. On the picture below, we set 2 optional products on a
computer case.
To add suggested products to quotations, you must first enable online quotations
in the Sales app from :menuselection:`Configuration --> Settings`. Doing so will
prompt you to install the Website app if you haven't already.
.. image:: media/optional01.png
:align: center
Quotation template
------------------
We can configure also configure optional products on quotation template like on the
picture below.
You will then be able to add suggested products to your individual quotations and
quotation templates under the **Suggested Products** tab of a quotation.
.. image:: media/optional02.png
:align: center
For online quotation design you can follow following topic: :doc:`../online/creation`
Website Sales
-------------
Orders with optional product
============================
Online order
------------
Now, if a customer is adding in his cart the Computer Case product on which we set
2 suggested products,
.. image:: media/optional03.png
:align: center
on the same page are displayed these 2 products that they can add to their cart too.
.. image:: media/optional04.png
:align: center
The customer can after that complete the sale process from the checkout to the payment.
For more information on sales you can follow another topic: :doc:`../../overview/process/from_quote_to_so`
Quotation backend
-----------------
We are creating a quotation in the sales application by using a template. The system will
propose on the sale order form under the **Suggested Products** tab the products that were
defined on the template.
You can add suggested products to a product on its product form, under the Website
heading in the **Sales** tab. **Suggested products** will appear on the *product*
page, and **Accessory Products** will appear on the *cart* page prior to checkout.
.. image:: media/optional06.png
:align: center