[REM] sales: Remove outdated documentation pages
These pages will be replaced by another section.
@ -7,8 +7,6 @@ Sales
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
sales/overview
|
||||
sales/quotation
|
||||
sales/invoicing
|
||||
sales/products_prices
|
||||
sales/sale_ebay
|
||||
|
@ -1,8 +0,0 @@
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/main_concepts
|
@ -1,9 +0,0 @@
|
||||
=============
|
||||
Main Concepts
|
||||
=============
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
main_concepts/introduction
|
||||
main_concepts/invoicing
|
@ -1,63 +0,0 @@
|
||||
==========================
|
||||
Introduction to Odoo Sales
|
||||
==========================
|
||||
|
||||
.. youtube:: VMuCr5_arsY
|
||||
:align: right
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||||
:width: 700
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||||
: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.
|
@ -1,100 +0,0 @@
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||||
=================================
|
||||
Overview of the invoicing process
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||||
=================================
|
||||
|
||||
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
|
@ -1,9 +0,0 @@
|
||||
=========
|
||||
Quotation
|
||||
=========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
quotation/setup
|
||||
quotation/online
|
@ -1,9 +0,0 @@
|
||||
================
|
||||
Online Quotation
|
||||
================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
online/creation
|
||||
|
@ -1,63 +0,0 @@
|
||||
===========================================
|
||||
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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@ -1,11 +0,0 @@
|
||||
=====
|
||||
Setup
|
||||
=====
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
setup/first_quote
|
||||
setup/different_addresses
|
||||
setup/optional
|
||||
setup/terms_conditions
|
@ -1,62 +0,0 @@
|
||||
====================================================
|
||||
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
|
@ -1,129 +0,0 @@
|
||||
=================================
|
||||
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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@ -1,46 +0,0 @@
|
||||
================================================
|
||||
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
|
@ -1,42 +0,0 @@
|
||||
================================================
|
||||
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
|
||||
|