diff --git a/content/applications/sales/sales/send_quotations/deadline.rst b/content/applications/sales/sales/send_quotations/deadline.rst index b65f0bbcc..e5774db06 100644 --- a/content/applications/sales/sales/send_quotations/deadline.rst +++ b/content/applications/sales/sales/send_quotations/deadline.rst @@ -7,54 +7,50 @@ encourages customers to act quickly during sales negotiations, for they might fe on a good deal. As well, deadlines also can also act as protection for a company in case an order has to be fulfilled at a price that is no longer profitable for the business. -Expiration date deadlines -========================= +Quotation expiration +==================== -On an Odoo *Sales* quotation, add an expiration date in the :guilabel:`Expiration` field located at -the top of the quotation or sales order form. +In Odoo *Sales*, there's the option to add an expiration date to a quotation. To add an expiration date to a quotation, navigate to :menuselection:`Sales app`, and select a -desired quotation, or create a new one by clicking :guilabel:`Create`. +desired quotation, or create a new one by clicking :guilabel:`New`. -On the quotation form, click :guilabel:`Edit` (if modifying a pre-existing quotation), and click the -:guilabel:`Expiration` field. Doing so reveals a drop-down calendar, in which the month and date can -be designated as the expiration date of the quotation. +On the quotation form, click the :guilabel:`Expiration` field to reveal a pop-up calendar. From this +pop-up calendar, select the desired month and date as the expiration date for the quotation. .. image:: deadline/quotation-deadlines-expiration-field.png :align: center - :alt: How to configure deadlines on Odoo Sales. - -Once the expiration date is selected, click :guilabel:`Save` to save all changes. - -Deadlines in quotation templates -================================ - -The Odoo *Sales* application also makes it possible to add a deadline to every quotation template. -Whenever a specific quotation template is used in a quote, its associated deadline is automatically -applied. - -To add a deadline to a quotation template, navigate to :menuselection:`Sales app --> Configuration ---> Quotation Templates`, and either select the desired quotation template to which a deadline -should be added, or click :guilabel:`Create` to build a new quotation template from scratch. - -On the quotation template detail page, click the :guilabel:`Edit` button to edit the quotation. - -Then, add a specific number of days to the :guilabel:`Quotation expires after` field, located -beneath the quotation template name. The number of days represents how long the quotation will be -valid for, before it expires. When done, click :guilabel:`Save`. - -.. image:: deadline/quotation-deadlines-expires-after.png - :align: center - :alt: How to use deadline in a quotation template on Odoo Sales. + :alt: The expiration field on a standard quotation form in Odoo Sales. .. tip:: - By clicking the :guilabel:`Customer Preview` button on a quotation, Odoo clearly displays when - that specific offer expires. As a reminder, the number of days is the same as those mentioned in - the quotation template (if a quotation template was used for the initial quotation). + By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly displays when that + specific offer expires. .. image:: deadline/quotation-deadlines-preview.png :align: center :alt: How customers will see deadlines on Odoo Sales. +Quotation template expiration +============================= + +The Odoo *Sales* application also makes it possible to add a deadline expiration date to quotation +templates. + +To add a deadline expiration date to a quotation template, navigate to :menuselection:`Sales app --> +Configuration --> Quotation Templates`, and either select the desired quotation template to which a +deadline should be added, or click :guilabel:`New` to build a new quotation template from scratch. + +On the quotation template form, add a specific number of days to the :guilabel:`Quotation expires +after` field, located beneath the quotation template name. The number of days represents how long +the quotation will be valid for, before it expires. + +.. image:: deadline/quotation-deadlines-expires-after.png + :align: center + :alt: The quotation expires after field on a quotation template form in Odoo Sales. + +Then, whenever that specific quotation template is used in a quote, an expiration date is +automatically calculated, based on the number of days designated above. However, this date can be +overwritten before sending the quotation to the customer. + .. seealso:: :doc:`/applications/sales/sales/send_quotations/quote_template` diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expiration-field.png b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expiration-field.png index d60984ea3..fe9b84d8f 100644 Binary files a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expiration-field.png and b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expiration-field.png differ diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expires-after.png b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expires-after.png index 86b1a97f2..9ca167bb6 100644 Binary files a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expires-after.png and b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expires-after.png differ diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-preview.png b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-preview.png index f6d9081c6..dba5a51d6 100644 Binary files a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-preview.png and b/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-preview.png differ