[REM] sales: Remove outdated documentation pages

These pages will be replaced by another section.
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@ -7,8 +7,6 @@ Sales
.. toctree::
:titlesonly:
sales/overview
sales/quotation
sales/invoicing
sales/products_prices
sales/sale_ebay

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========
Overview
========
.. toctree::
:titlesonly:
overview/main_concepts

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=============
Main Concepts
=============
.. toctree::
:titlesonly:
main_concepts/introduction
main_concepts/invoicing

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==========================
Introduction to Odoo Sales
==========================
.. youtube:: VMuCr5_arsY
:align: right
:width: 700
:height: 394
Transcript
==========
As a sales manager, closing opportunities with Odoo Sales is
really simple.
I selected a predefined quotation for a new product line offer.
The products, the service details are already in the quotation.
Of course, I can adapt the offer to fit my clients needs.
The interface is really smooth. I can add references, some
catchy phrases such as closing triggers (*here, you save $500
if you sign the quote within 15 days*). I have a beautiful and
modern design. This will help me close my opportunities more
easily.
Plus, reviewing the offer from a mobile phone is easy.
Really easy. The customer got a clear quotation with a
table of content. We can communicate easily. I identified an
upselling opportunity. So, I adapt the offer by adding more
products. When the offer is ready, the customer just needs to sign
it online in just a few clicks.
Odoo Sales is integrated with major shipping services: UPS, Fedex,
USPS and more. The signed offer creates a delivery order automatically.
That's it, I successfully sold my products in just a few clicks.
Oh, I also have the transaction and communication history
at my fingertips. It's easy for every stakeholder to know
clearly the past interaction. And any information related
to the transaction.
- If you want to show information, I would do it from a customer
form, something like:
- Kanban of customers, click on one customer
- Click on opportunities, click on quotation
- Come back to customers (breadcrum)
- Click on customer statement letter
Anytime, I can get an in-depth report of my sales activity.
Revenue by salespeople or department. Revenue by category of
product, drill-down to specific products, by quarter or month,...
I like this report: I can add it to my dashboard in just a click.
Odoo Sales is a powerful, yet easy-to-use app. At first, I used
the sales planner. Thanks to it, I got tips and tricks to boost
my sales performance.
Try Odoo Sales now and get beautiful quotations, amazing dashboards
and increase your success rate.

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=================================
Overview of the invoicing process
=================================
Depending on your business and the application you use, there are
different ways to automate the customer invoice creation in Odoo.
Usually, draft invoices are created by the system (with information
coming from other documents like sales order or contracts) and
accountant just have to validate draft invoices and send the invoices in
batch (by regular mail or email).
Depending on your business, you may opt for one of the following way to
create draft invoices:
:menuselection:`Sales Order --> Invoice`
----------------------------------------
In most companies, salespeople create quotations that become sales order
once they are validated. Then, draft invoices are created based on the
sales order. You have different options like:
- Invoice on ordered quantity: invoice the full order before
triggering the delivery order
- Invoice based on delivered quantity: see next section
Invoice before delivery is usually used by the eCommerce application
when the customer pays at the order and we deliver afterwards.
(pre-paid)
For most other use cases, it's recommended to invoice manually. It
allows the salesperson to trigger the invoice on demand with options:
invoice ready to invoice line, invoice a percentage (advance), invoice a
fixed advance.
This process is good for both services and physical products.
.. todo:: Read more: *Invoice based on sales orders.*
:menuselection:`Sales Order --> Delivery --> Invoice`
-----------------------------------------------------
Retailers and eCommerce usually invoice based on delivered quantity ,
instead of sales order. This approach is suitable for businesses where
the quantities you deliver may differs from the ordered quantities:
foods (invoice based on actual Kg).
This way, if you deliver a partial order, you only invoice for what you
really delivered. If you do back orders (deliver partially and the rest
later), the customer will receive two invoices, one for each delivery
order.
.. todo::
Read more: *Invoice based on delivery orders.*
:menuselection:`Recurring Contracts (subscriptions) --> Invoices`
-----------------------------------------------------------------
For subscriptions, an invoice is triggered periodically, automatically.
The frequency of the invoicing and the services/products invoiced are
defined on the contract.
.. todo::
Read more: *Subscription based invoicing.*
:menuselection:`eCommerce Order --> Invoice`
--------------------------------------------
An eCommerce order will also trigger the creation of the invoice when it
is fully paid. If you allow paying orders by check or wire transfer,
Odoo only creates an order and the invoice will be triggered once the
payment is received.
Creating an invoice manually
----------------------------
Users can also create invoices manually without using contracts or a
sales order. It's a recommended approach if you do not need to manage
the sales process (quotations), or the delivery of the products or
services.
Even if you generate the invoice from a sales order, you may need to
create invoices manually in exceptional use cases:
- if you need to create a refund
- If you need to give a discount
- if you need to change an invoice created from a sales order
- if you need to invoice something not related to your core business
Others
------
Some specific modules are also able to generate draft invoices:
- membership: invoice your members every year
- repairs: invoice your after-sale services

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=========
Quotation
=========
.. toctree::
:titlesonly:
quotation/setup
quotation/online

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================
Online Quotation
================
.. toctree::
:titlesonly:
online/creation

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===========================================
How to create and edit an online quotation?
===========================================
Configuration
=============
Enable Online Quotations
------------------------
To send online 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/creation01.png
:align: center
You can view the online version of each quotation you create after enabling this setting
by selecting **Preview** from the top of the quotation.
.. image:: media/creation02.png
:align: center
Edit Your Online Quotations
---------------------------
The online quotation page can be edited for each quotation template in the Sales app
via :menuselection:`Configuration --> Quotation Templates`. From within any quotation
template, select **Edit Template** to be taken to the corresponding page of your website.
.. image:: media/creation03.png
:align: center
You can add text, images, and structural elements to the quotation page by dragging
and dropping blocks from the pallet on the left sidebar menu. A table of contents
will be automatically generated based on the content you add.
Advanced descriptions for each product on a quotation are displayed on the online quotation
page. These descriptions are inherited from the product page in your eCommerce Shop, and
can be edited directly on the page through the inline text editor.
.. image:: media/creation04.png
:align: center
You can choose to allow payment immediately after the customer validates the quote by selecting
a payment option on the quotation template.
You can edit the webpage of an individual quotation as you would for any web page by clicking
the **Edit** button. Changes made in this way will only affect the individual quotation.
Using Online Quotations
=======================
To share an online quotation with your customer, copy the URL of the online quotation,
then share it with customer.
.. image:: media/creation05.png
:align: center
Alternatively, your customer can access their online quotations by logging into your
website through the customer portal. Your customer can accept or reject the quotation,
print it, or negotiate the terms in the chat box. You will also receive a notification
in the chatter within Odoo whenever the customer views the quotation.

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=====
Setup
=====
.. toctree::
:titlesonly:
setup/first_quote
setup/different_addresses
setup/optional
setup/terms_conditions

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====================================================
How to use different invoice and delivery addresses?
====================================================
Overview
========
It is possible to configure different addresses for delivery and
invoicing. This is very useful, because it could happen that your clients
have multiple locations and that the invoice address differs from the
delivery location.
Configuration
=============
First, go to the Sales application, then click on
:menuselection:`Configuration --> Settings` and activate the option
**Enable the multiple address configuration from menu**.
.. image:: media/different_addresses01.png
:align: center
Set the addresses on the contact form
=====================================
Invoice and/or shipping addresses and even other addresses are added on
the contact form. To do so, go to the contact application, select the
customer and in the **Contacts & Addresses** tab click on **Create**
.. image:: media/different_addresses02.png
:align: center
A new window will open where you can specify the delivery or the invoice
address.
.. image:: media/different_addresses03.png
:align: center
Once you validated your addresses, it will appear in the **Contacts &
addresses** tab with distinctive logos.
.. image:: media/different_addresses04.png
:align: center
On the quotations and sales orders
==================================
When you create a new quotation, the option to select an invoice address
and a delivery address is now available. Both addresses will
automatically be filled in when selecting the customer.
.. image:: media/different_addresses05.png
:align: center
.. tip::
Note that you can also create invoice and delivery addresses on
the fly by selecting **Create and edit** in the dropdown menu.
When printing your sales orders, you'll notice the two addresses.
.. image:: media/different_addresses06.png
:align: center

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=================================
How to create my first quotation?
=================================
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:`../online/creation`
* :doc:`optional`
* :doc:`terms_conditions`

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================================================
How to display optional products on a quotation?
================================================
Overview
========
The use of suggested products is a marketing strategy that attempts
to increase the amount a customer spends once they begin the buying
process. For instance, a customer purchasing a cell phone could be
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.
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** app installed:
Quotations
----------
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
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
Website Sales
-------------
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

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================================================
How to link terms and conditions to a quotation?
================================================
Overview
--------
Specifying Terms and Conditions is essential to ensure a good
relationship between customers and sellers. Every seller has to declare
all the formal information which include products and company policy so
customer can read all those terms before committing to anything.
Thanks to Odoo you can easily include your default terms and conditions
on every quotation, sales order and invoice.
Let's take the following example: Your company sells water bottles to
restaurants and you would like to add the following standard terms and
conditions on all your quotations:
*Safe storage of the products of MyCompany is necessary in order to
ensure their quality, MyCompany will not be held accountable in case of
unsafe storage of the products.*
General terms and conditions
----------------------------
General terms and conditions can be specified in the Sales settings.
They will then automatically appear on every sales document from the
quotation to the invoice.
To specify your Terms and Conditions go into : :menuselection:`Sales --> Configuration --> Settings --> Default Terms and Conditions`.
.. image:: media/terms_conditions01.png
:align: center
After saving, your terms and conditions will appear on your new
quotations, sales orders and invoices (in the system but also on your
printed documents).
.. image:: media/terms_conditions02.png
:align: center