[IMP] sales: updated quotation template for 17
closes odoo/documentation#7101 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -53,21 +53,10 @@ corner. Doing so reveals a blank quotation template form that can be customized
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Start by entering a name for the template in the :guilabel:`Quotation Template` field.
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Then, in the :guilabel:`Quotation expires after` field, designate how many days the quotation
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template will remain valid for, or leave the field on the default `0` to keep the template valid
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Then, in the :guilabel:`Quotation Validity` field, designate how many days the quotation template
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will remain valid for, or leave the field on the default `0` to keep the template valid
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indefinitely.
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If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` features are activated in the
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:guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), those options are
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available in the :guilabel:`Online confirmation` field.
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In the :guilabel:`Online confirmation` field, check the box beside :guilabel:`Signature` to request
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an online signature from the customer to confirm an order. Check the box beside :guilabel:`Payment`
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to request an online payment from the customer to confirm an order.
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Both options can be enabled simultaneously, in which case the customer must provide **both** a
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signature **and** a payment to confirm an order.
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Next, in the :guilabel:`Confirmation Mail` field, click the blank field to reveal a drop-down menu.
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From the drop-down menu, select a pre-configured email template to be sent to customers upon
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confirmation of an order.
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@ -77,10 +66,11 @@ confirmation of an order.
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typing the name of the new email template in the field, and select either: :guilabel:`Create` or
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:guilabel:`Create and edit...` from the drop-down menu that appears.
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Selecting :guilabel:`Create` creates the email template, which can be edited later. Selecting
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:guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create Confirmation
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Mail` pop-up window appears, in which the email template can be customized and configured right
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away.
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Selecting :guilabel:`Create` creates the email template, which can be edited later.
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Selecting :guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create
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Confirmation Mail` pop-up window appears, in which the email template can be customized and
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configured right away.
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.. image:: quote_template/create-confirmation-mail-popup.png
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:align: center
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@ -92,13 +82,32 @@ confirmation of an order.
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If working in a multi-company environment, use the :guilabel:`Company` field to designate to which
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company this quotation template applies.
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In the :guilabel:`Recurrence` field, choose from a variety of pre-configured amounts of time (e.g.
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:guilabel:`Monthly`, :guilabel:`Quarterly`) to designate how often this quotation template should
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occur.
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If a journal is set in the :guilabel:`Invoicing Journal` field, all sales orders with this template
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will invoice in that specified journal. If no journal is set in this field, the sales journal with
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the lowest sequence is used.
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If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` features are activated in the
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:guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), those options are
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available on quotation template forms.
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Check the box beside :guilabel:`Online Signature` to request an online signature from the customer
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to confirm an order.
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Check the box beside :guilabel:`Online Payment` to request an online payment from the customer to
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confirm an order. When :guilabel:`Online Payment` is checked, a new percentage field appears, in
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which a specific percentage of payment can be entered.
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Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` can be enabled
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simultaneously, in which case the customer must provide **both** a signature **and** a payment to
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confirm an order.
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In the :guilabel:`Recurring Plan` field, choose from a variety of pre-configured amounts of time
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(e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`, etc.) to designate how often this quotation
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template should occur.
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.. note::
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The :guilabel:`Recurrence` field **only** applies to subscription plans. For more information,
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check out the documentation on :doc:`../../subscriptions/plans`.
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The :guilabel:`Recurring Plan` field **only** applies to subscription plans. For more
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information, check out the documentation on :doc:`../../subscriptions/plans`.
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Lines tab
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---------
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@ -108,10 +117,6 @@ In the :guilabel:`Lines` tab, products can be added to the quotation template by
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section headers), and further explained with discretionary information (such as warranty details,
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terms, etc.) by clicking :guilabel:`Add a note`.
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.. image:: quote_template/lines-tab-quotation-template.png
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:align: center
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:alt: Populated lines tab on a quotation template form in Odoo Sales.
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To add a product to a quotation template, click :guilabel:`Add a product` in the :guilabel:`Lines`
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tab of a quotation template form. Doing so reveals a blank field in the :guilabel:`Product` column.
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@ -169,10 +174,6 @@ In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each cross-
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related to the original items in the :guilabel:`Lines` tab, if applicable. The products added here
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ideally complement the original offering as added value for the prospective buyer.
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.. image:: quote_template/optional-products-tab-quotation-template.png
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:align: center
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:alt: Populated optional products tab on a quotation template in Odoo Sales.
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Clicking :guilabel:`Add a line` reveals a blank field in the :guilabel:`Product` column.
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When clicked, a drop-down menu with products from the database appear. Select the desired product
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@ -191,64 +192,24 @@ The :guilabel:`Terms \& Conditions` tab provides the opportunity to add terms an
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quotation template. To add terms and conditions, simply type (or copy/paste) the desired terms and
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conditions in this tab.
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.. image:: quote_template/terms-and-conditions-tab.png
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:align: center
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:alt: Terms and conditions tab in a quotation template form in Odoo Sales.
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.. seealso::
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:doc:`../../../finance/accounting/customer_invoices/terms_conditions`
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.. note::
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Terms and conditions are **not** required to create a quotation template.
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Design quotation templates
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==========================
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PDF Quote Builder tab
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---------------------
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In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template`
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button.
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The :guilabel:`PDF Quote Builder` tab provides options to compose an attractive quotation, with more
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information and visually-pleasing elements, to highlight products and/or services.
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.. image:: quote_template/design-template-button.png
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:align: center
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:alt: Design template button in the upper-left corner of quotation template form.
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To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, click the :guilabel:`✏️
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(pencil)` icon to the right of the respective pages. Click the :guilabel:`🗑️ (trash)` icon to delete
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an uploaded PDF.
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When clicked, Odoo reveals a preview of the quotation template, through the Odoo *Website*
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application, as it will appear on the front-end of the website to the customer.
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.. note::
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This feature is **only** available if the *Website* application is installed.
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Odoo uses numerous blue placeholder blocks to signify where certain elements appear, and what they
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contain (e.g. :guilabel:`Template Header`, :guilabel:`Product`).
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To edit the content, appearance, and overall design of the quotation template via the *Website*
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application, click the :guilabel:`Edit` button in the upper-right corner.
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.. image:: quote_template/design-template-edit-button.png
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:align: center
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:alt: Design template edit button in the upper-right corner of quotation template design.
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When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a variety of design elements
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and feature-rich building blocks. These building blocks can be dragged-and-dropped anywhere on the
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quotation template design.
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.. image:: quote_template/design-quotation-building-blocks.png
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:align: center
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:alt: Design quotation template building blocks sidebar in Odoo Website.
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After a block has been dropped in the desired position, it can be customized and configured to fit
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any unique need, look, or style.
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.. tip::
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Quotation template design uses the same methodology and functionality with design building blocks
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as a typical web page design with Odoo *Website*. Be sure to check out the
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:doc:`../../../websites/website` documentation to learn more.
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When all blocks and customizations are complete, click the :guilabel:`Save` button to put those
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configurations into place.
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There is also a blue banner at the top of the quotation template design with a link to quickly
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return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation template form in
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the back-end of the *Sales* application.
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.. seealso::
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:doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`
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Use quotation templates
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=======================
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@ -268,6 +229,18 @@ portal.
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:align: center
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:alt: Customer preview of a quotation template in Odoo Sales.
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.. tip::
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Quotation template design uses the same methodology and functionality with design building blocks
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as a typical web page design with Odoo *Website*. Be sure to check out the
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:doc:`../../../websites/website` documentation to learn more.
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When all blocks and customizations are complete, click the :guilabel:`Save` button to put those
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configurations into place.
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There is also a blue banner at the top of the quotation template design with a link to quickly
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return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation form in the
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back-end of the *Sales* application.
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.. seealso::
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- :doc:`get_signature_to_validate`
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- :doc:`get_paid_to_validate`
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