[IMP] sales: updated optional_products for 16

closes odoo/documentation#6870

X-original-commit: 22d41dc2f3
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/send_quotations/optional_products.rst

@@ -20,40 +20,50 @@ quotations by navigating to the :guilabel:`Optional Products` tab on a quotation
    :align: center
    :alt: How to add optional products to your quotations on Odoo Sales.
 
+To add an optional product(s) to a quotation, click :guilabel:`Add a product` in the
+:guilabel:`Optional Products` tab of a quotation. Doing so reveals a blank field in the
+:guilabel:`Product` column.
+
+When clicked, a drop-down menu with products from the database appear. Select the desired product
+from the drop-down menu to add it as an optional product to the quotation template.
+
 .. tip::
-   Click the :guilabel:`Customer Preview` button to reveal a preview of the quotation customers
-   would receive via email, along with the optional products they have a chance of adding to their
-   order.
+   If the desired product isn't readily visible, type the name of the desired product in the field,
+   and the option appears in the drop-down menu. Then, select that desired product to add it to the
+   quotation.
 
-   .. image:: optional_products/optional-products-checkout.png
-      :align: center
-      :alt: Preview your quotations on Odoo Sales.
+.. note::
+   When a product is added, the default :guilabel:`Quantity` is `1`, but that can be edited at any
+   time.
 
-In practice, customers are able to add different optional products to an order by clicking the
-:guilabel:`🛒 (shopping cart)` icon, located to the right of the optional product line. If a
-customer selects all the optional products suggested, these additional items are automatically
-filled in on the quotation that is managed by the salesperson.
+To delete any line item from the :guilabel:`Optional Products` tab, click the :guilabel:`🗑️ (trash
+can)` icon.
 
-.. image:: optional_products/optional-products-add-to-cart.png
+Click the :guilabel:`Preview` button, located in the upper-left corner of the quotation, to reveal a
+preview of the quotation customers would receive, via email, along with the optional products they
+can potentially add to their order, located in the :guilabel:`Options` section.
+
+.. image:: optional_products/optional-products-checkout.png
    :align: center
-   :alt: How to select optional products on Odoo Sales.
+   :alt: Preview your quotations on Odoo Sales.
+
+Customers are able to add different optional products to an order by clicking the :guilabel:`🛒
+(shopping cart)` icon, located to the right of the optional product line.
+
+If a customer selects optional products, these are automatically added to the quotation managed by
+the salesperson.
 
 When the customer adds an optional product(s) to an order, the salesperson is instantly notified
 about the change, along with any other change the customer makes to an order. This allows
 salespeople to stay up-to-date with everything related to an order in the backend of the *Sales*
 application.
 
-.. image:: optional_products/optional-products-order-lines.png
-   :align: center
-   :alt: How to follow each movement made by your customers on Odoo Sales.
-
 Optional products on quotation templates
 ========================================
 
 .. note::
-   Be sure to review the documentation on how to
-   :doc:`/applications/sales/sales/send_quotations/quote_template` to better understand how
-   quotation templates work before reading the following information.
+   Be sure to review the :doc:`quote_template` documentation to better understand how quotation
+   templates work before reading the following information.
 
 For quotation templates, just like a typical quotation form, there is also an :guilabel:`Optional
 Products` tab, wherein related products or services can be added to a quotation template.
@@ -62,9 +72,17 @@ To add optional products to a quotation template, navigate to :menuselection:`Sa
 Configuration --> Quotation Templates`. Then, either select an existing quotation template to edit,
 or create a new one by clicking :guilabel:`New`.
 
-On the quotation form, click :guilabel:`Edit`, then click the :guilabel:`Optional Products` tab.
-Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, and select the desired
-product to add as an optional product to the quotation template.
+On the quotation template form, click the :guilabel:`Optional Products` tab. Under the
+:guilabel:`Optional Products` tab, click :guilabel:`Add a line`, and select the desired product to
+add as an optional product to the quotation template.
+
+.. image:: optional_products/optional-products-tab-quotation-template.png
+   :align: center
+   :alt: Preview your quotations on Odoo Sales.
+
+The products added in the :guilabel:`Optional Products` tab are present in the quotation, by
+default, whenever that particular quotation template is used. These products can be removed, and
+additional products can be added, before the quotation is sent to a customer.
 
 .. tip::
    It's best to offer optional products that would encourage a customer to add additional items to
@@ -74,17 +92,8 @@ product to add as an optional product to the quotation template.
    For example, if a customer purchases a wooden chair, some optional products could be: a warranty
    on that chair and/or a wooden chair with leather seats.
 
-When the desired optional product(s) have been added, click :guilabel:`Save` to save all changes.
-
 .. note::
    There is no limit to how many optional products can be added to a quotation template.
 
-The products added in the :guilabel:`Optional Products` tab are present in the quotation, by
-default, whenever that particular quotation template is used.
-
-.. image:: optional_products/optional-products-quotation-template.png
-   :align: center
-   :alt: How to add optional products to your quotation templates on Odoo Sales.
-
 .. seealso::
-   :doc:`/applications/sales/sales/send_quotations/quote_template`
+   :doc:`quote_template`