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