[IMP] crm: add quotation product catalog

closes odoo/documentation#10150

X-original-commit: 9af6b453fe
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
This commit is contained in:
Parish Bracha 2024-07-02 10:48:29 -07:00
parent bce2a875c5
commit e6d68071fc
4 changed files with 34 additions and 2 deletions

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@ -94,9 +94,41 @@ catalog. Then, select a product from the drop-down menu, or create a new one by
After selecting a product, update the :guilabel:`Quantity`, if necessary. Confirm the information in
the remaining fields.
To remove a line from the quotation, click the :guilabel:`🗑️ (trash can)` icon.
To remove a line from the quotation, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon.
Repeat the steps above until the quotation is complete.
To organize products into sections click :guilabel:`Add a section` and type a name for the section.
Then, click the :icon:`oi-draggable` :guilabel:`(drag)` icon to the left of the name and drag to
move the section to the appropriate location. Move each product using the same method to finish
organizing the quotation order lines.
.. image:: send_quotes/product-sections.png
:align: center
:alt: Categories are used to create separate sections on the order lines of a quote.
Product catalog
~~~~~~~~~~~~~~~
To quickly add numerous products to the quotation, click the :guilabel:`Catalog` button to open the
product catalog.
All products in the database are listed as cards and can be sorted in the left panel by
:guilabel:`Product Category` and :guilabel:`Attributes`.
.. image:: send_quotes/product-catalog.png
:align: center
:alt: The product catalog displays all products as cards.
To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button on the product card.
Set the quantity of the item using the :icon:`fa-plus` :guilabel:`(add)` or :icon:`fa-minus`
:guilabel:`(subtract)` buttons, or type the quantity in the number field between the two buttons.
To remove an item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product card.
.. image:: send_quotes/set-quantity.png
:align: center
:alt: The purple add and subtract buttons are used to set the quantity of an item.
Once all product quantities are set, click the :guilabel:`Back to Quotation` button to return to the
quotation. The items selected in the product catalog now appear in the :guilabel:`Order Lines` tab.
Preview and send quotation
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