diff --git a/_static/banners/project.jpg b/_static/banners/project.jpg new file mode 100644 index 000000000..da05fe4ce Binary files /dev/null and b/_static/banners/project.jpg differ diff --git a/_static/banners/sales.jpg b/_static/banners/sales.jpg new file mode 100644 index 000000000..bfe13602f Binary files /dev/null and b/_static/banners/sales.jpg differ diff --git a/applications.rst b/applications.rst index c5a575db1..314c33d08 100644 --- a/applications.rst +++ b/applications.rst @@ -7,6 +7,7 @@ Applications accounting crm + sales expenses purchase recruitment diff --git a/sales.rst b/sales.rst new file mode 100644 index 000000000..1664ff6ce --- /dev/null +++ b/sales.rst @@ -0,0 +1,15 @@ +:banner: banners/sales.jpg + +===== +Sales +===== + +.. toctree:: + :titlesonly: + + sales/overview + sales/quotation + sales/invoicing + sales/products_prices + sales/advanced + sales/reporting \ No newline at end of file diff --git a/sales/advanced.rst b/sales/advanced.rst new file mode 100644 index 000000000..a0b3de585 --- /dev/null +++ b/sales/advanced.rst @@ -0,0 +1,11 @@ +=============== +Advanced Topics +=============== + +.. toctree:: + :titlesonly: + + advanced/portal + advanced/discount + advanced/time_material + advanced/recurring \ No newline at end of file diff --git a/sales/advanced/discount.rst b/sales/advanced/discount.rst new file mode 100644 index 000000000..1fbf64e12 --- /dev/null +++ b/sales/advanced/discount.rst @@ -0,0 +1,3 @@ +==================================================== +How to grant automatic discounts to loyal customers? +==================================================== \ No newline at end of file diff --git a/sales/advanced/portal.rst b/sales/advanced/portal.rst new file mode 100644 index 000000000..baa6c591d --- /dev/null +++ b/sales/advanced/portal.rst @@ -0,0 +1,3 @@ +================================================= +How to give portal access rights to my customers? +================================================= \ No newline at end of file diff --git a/sales/advanced/recurring.rst b/sales/advanced/recurring.rst new file mode 100644 index 000000000..4606e930d --- /dev/null +++ b/sales/advanced/recurring.rst @@ -0,0 +1,3 @@ +==================================== +How to automate recurring contracts? +==================================== \ No newline at end of file diff --git a/sales/advanced/time_material.rst b/sales/advanced/time_material.rst new file mode 100644 index 000000000..40e180cda --- /dev/null +++ b/sales/advanced/time_material.rst @@ -0,0 +1,3 @@ +=============== +Time & Material +=============== \ No newline at end of file diff --git a/sales/invoicing.rst b/sales/invoicing.rst new file mode 100644 index 000000000..3ac899bc2 --- /dev/null +++ b/sales/invoicing.rst @@ -0,0 +1,10 @@ +================ +Invoicing Method +================ + +.. toctree:: + :titlesonly: + + invoicing/services + invoicing/products + invoicing/misc \ No newline at end of file diff --git a/sales/invoicing/misc.rst b/sales/invoicing/misc.rst new file mode 100644 index 000000000..13e31bb8a --- /dev/null +++ b/sales/invoicing/misc.rst @@ -0,0 +1,8 @@ +============== +Miscellaneaous +============== + +.. toctree:: + :titlesonly: + + misc/deposit \ No newline at end of file diff --git a/sales/invoicing/misc/deposit.rst b/sales/invoicing/misc/deposit.rst new file mode 100644 index 000000000..d6a04733f --- /dev/null +++ b/sales/invoicing/misc/deposit.rst @@ -0,0 +1,3 @@ +=============================================== +How to make a deposit invoice for a sale order? +=============================================== \ No newline at end of file diff --git a/sales/invoicing/products.rst b/sales/invoicing/products.rst new file mode 100644 index 000000000..9dd05f479 --- /dev/null +++ b/sales/invoicing/products.rst @@ -0,0 +1,8 @@ +======== +Products +======== + +.. toctree:: + :titlesonly: + + products/delivery \ No newline at end of file diff --git a/sales/invoicing/products/delivery.rst b/sales/invoicing/products/delivery.rst new file mode 100644 index 000000000..5e7fdfc13 --- /dev/null +++ b/sales/invoicing/products/delivery.rst @@ -0,0 +1,3 @@ +======================================== +How to invoice based on delivery orders? +======================================== \ No newline at end of file diff --git a/sales/invoicing/services.rst b/sales/invoicing/services.rst new file mode 100644 index 000000000..e920843d2 --- /dev/null +++ b/sales/invoicing/services.rst @@ -0,0 +1,12 @@ +======== +Services +======== + +.. toctree:: + :titlesonly: + + services/recurring + services/time_materials + services/milestones + services/reinvoice + services/support \ No newline at end of file diff --git a/sales/invoicing/services/milestones.rst b/sales/invoicing/services/milestones.rst new file mode 100644 index 000000000..3d08700a4 --- /dev/null +++ b/sales/invoicing/services/milestones.rst @@ -0,0 +1,3 @@ +======================================= +How to invoice milestones of a project? +======================================= \ No newline at end of file diff --git a/sales/invoicing/services/recurring.rst b/sales/invoicing/services/recurring.rst new file mode 100644 index 000000000..2bf7ad375 --- /dev/null +++ b/sales/invoicing/services/recurring.rst @@ -0,0 +1,3 @@ +===================================================== +How to manage recurring invoices (through contracts)? +===================================================== \ No newline at end of file diff --git a/sales/invoicing/services/reinvoice.rst b/sales/invoicing/services/reinvoice.rst new file mode 100644 index 000000000..f40446779 --- /dev/null +++ b/sales/invoicing/services/reinvoice.rst @@ -0,0 +1,3 @@ +============================================= +How to re-invoice expenses to your customers? +============================================= \ No newline at end of file diff --git a/sales/invoicing/services/support.rst b/sales/invoicing/services/support.rst new file mode 100644 index 000000000..75c85ca3f --- /dev/null +++ b/sales/invoicing/services/support.rst @@ -0,0 +1,3 @@ +================================================== +How to invoice a support contract (prepaid hours)? +================================================== \ No newline at end of file diff --git a/sales/invoicing/services/time_materials.rst b/sales/invoicing/services/time_materials.rst new file mode 100644 index 000000000..4083f69a8 --- /dev/null +++ b/sales/invoicing/services/time_materials.rst @@ -0,0 +1,3 @@ +========================================== +How to invoice based on time and material? +========================================== \ No newline at end of file diff --git a/sales/overview.rst b/sales/overview.rst new file mode 100644 index 000000000..411090139 --- /dev/null +++ b/sales/overview.rst @@ -0,0 +1,9 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/main_concepts + overview/process \ No newline at end of file diff --git a/sales/overview/main_concepts.rst b/sales/overview/main_concepts.rst new file mode 100644 index 000000000..1ed2a13a8 --- /dev/null +++ b/sales/overview/main_concepts.rst @@ -0,0 +1,9 @@ +============= +Main Concepts +============= + +.. toctree:: + :titlesonly: + + main_concepts/terminologies + main_concepts/invoicing \ No newline at end of file diff --git a/sales/overview/main_concepts/invoicing.rst b/sales/overview/main_concepts/invoicing.rst new file mode 100644 index 000000000..70a7138af --- /dev/null +++ b/sales/overview/main_concepts/invoicing.rst @@ -0,0 +1,3 @@ +================================= +Overview of the invoicing process +================================= \ No newline at end of file diff --git a/sales/overview/main_concepts/terminologies.rst b/sales/overview/main_concepts/terminologies.rst new file mode 100644 index 000000000..98602ebaf --- /dev/null +++ b/sales/overview/main_concepts/terminologies.rst @@ -0,0 +1,3 @@ +=================== +Sales terminologies +=================== \ No newline at end of file diff --git a/sales/overview/process.rst b/sales/overview/process.rst new file mode 100644 index 000000000..1be916e3e --- /dev/null +++ b/sales/overview/process.rst @@ -0,0 +1,8 @@ +================ +Process Overview +================ + +.. toctree:: + :titlesonly: + + process/from_quote_to_so \ No newline at end of file diff --git a/sales/overview/process/from_quote_to_so.rst b/sales/overview/process/from_quote_to_so.rst new file mode 100644 index 000000000..db552eda7 --- /dev/null +++ b/sales/overview/process/from_quote_to_so.rst @@ -0,0 +1,3 @@ +============================= +From quotation to sales order +============================= \ No newline at end of file diff --git a/sales/products_prices.rst b/sales/products_prices.rst new file mode 100644 index 000000000..769d42d59 --- /dev/null +++ b/sales/products_prices.rst @@ -0,0 +1,9 @@ +================= +Products & Prices +================= + +.. toctree:: + :titlesonly: + + products_prices/products + products_prices/prices \ No newline at end of file diff --git a/sales/products_prices/prices.rst b/sales/products_prices/prices.rst new file mode 100644 index 000000000..7bbb7cba6 --- /dev/null +++ b/sales/products_prices/prices.rst @@ -0,0 +1,10 @@ +================= +Prices Management +================= + +.. toctree:: + :titlesonly: + + prices/specific + prices/discount + prices/taxes \ No newline at end of file diff --git a/sales/products_prices/prices/discount.rst b/sales/products_prices/prices/discount.rst new file mode 100644 index 000000000..b573c4133 --- /dev/null +++ b/sales/products_prices/prices/discount.rst @@ -0,0 +1,3 @@ +========================================== +How to apply discounts and limited offers? +========================================== \ No newline at end of file diff --git a/sales/products_prices/prices/specific.rst b/sales/products_prices/prices/specific.rst new file mode 100644 index 000000000..4802f6c67 --- /dev/null +++ b/sales/products_prices/prices/specific.rst @@ -0,0 +1,3 @@ +========================================================== +How to apply specific prices to a quotation / sales order? +========================================================== \ No newline at end of file diff --git a/sales/products_prices/prices/taxes.rst b/sales/products_prices/prices/taxes.rst new file mode 100644 index 000000000..1efdf7d76 --- /dev/null +++ b/sales/products_prices/prices/taxes.rst @@ -0,0 +1,3 @@ +=============================== +How to comply with local taxes? +=============================== \ No newline at end of file diff --git a/sales/products_prices/products.rst b/sales/products_prices/products.rst new file mode 100644 index 000000000..4cd41f5d4 --- /dev/null +++ b/sales/products_prices/products.rst @@ -0,0 +1,10 @@ +=================== +Products Management +=================== + +.. toctree:: + :titlesonly: + + products/version + products/margin + products/currencies \ No newline at end of file diff --git a/sales/products_prices/products/currencies.rst b/sales/products_prices/products/currencies.rst new file mode 100644 index 000000000..2fb5902d6 --- /dev/null +++ b/sales/products_prices/products/currencies.rst @@ -0,0 +1,3 @@ +============================================= +How to sell products in different currencies? +============================================= \ No newline at end of file diff --git a/sales/products_prices/products/margin.rst b/sales/products_prices/products/margin.rst new file mode 100644 index 000000000..d7e48ff5a --- /dev/null +++ b/sales/products_prices/products/margin.rst @@ -0,0 +1,3 @@ +================================================= +How to keep control of margins on retailer price? +================================================= \ No newline at end of file diff --git a/sales/products_prices/products/version.rst b/sales/products_prices/products/version.rst new file mode 100644 index 000000000..4b0dd7c97 --- /dev/null +++ b/sales/products_prices/products/version.rst @@ -0,0 +1,3 @@ +=================================================================== +How to create different versions of a product (size, colour, etc.)? +=================================================================== \ No newline at end of file diff --git a/sales/quotation.rst b/sales/quotation.rst new file mode 100644 index 000000000..3eaa3a01b --- /dev/null +++ b/sales/quotation.rst @@ -0,0 +1,9 @@ +========= +Quotation +========= + +.. toctree:: + :titlesonly: + + quotation/setup + quotation/online \ No newline at end of file diff --git a/sales/quotation/online.rst b/sales/quotation/online.rst new file mode 100644 index 000000000..536fec29f --- /dev/null +++ b/sales/quotation/online.rst @@ -0,0 +1,10 @@ +================ +Online Quotation +================ + +.. toctree:: + :titlesonly: + + online/creation + online/followup + online/validate diff --git a/sales/quotation/online/creation.rst b/sales/quotation/online/creation.rst new file mode 100644 index 000000000..41cb98cd0 --- /dev/null +++ b/sales/quotation/online/creation.rst @@ -0,0 +1,3 @@ +======================================== +How to create/ edit an online quotation? +======================================== \ No newline at end of file diff --git a/sales/quotation/online/followup.rst b/sales/quotation/online/followup.rst new file mode 100644 index 000000000..91bff4d6b --- /dev/null +++ b/sales/quotation/online/followup.rst @@ -0,0 +1,3 @@ +=================================================== +How to follow up a quotation sent to a opportunity? +=================================================== \ No newline at end of file diff --git a/sales/quotation/online/validate.rst b/sales/quotation/online/validate.rst new file mode 100644 index 000000000..560942b31 --- /dev/null +++ b/sales/quotation/online/validate.rst @@ -0,0 +1,3 @@ +=============================================== +How can my client validate an online quotation? +=============================================== \ No newline at end of file diff --git a/sales/quotation/setup.rst b/sales/quotation/setup.rst new file mode 100644 index 000000000..de50a670c --- /dev/null +++ b/sales/quotation/setup.rst @@ -0,0 +1,12 @@ +===== +Setup +===== + +.. toctree:: + :titlesonly: + + setup/first_quote + setup/different_addresses + setup/optional + setup/terms_conditions + setup/recurring \ No newline at end of file diff --git a/sales/quotation/setup/different_addresses.rst b/sales/quotation/setup/different_addresses.rst new file mode 100644 index 000000000..5c1574f27 --- /dev/null +++ b/sales/quotation/setup/different_addresses.rst @@ -0,0 +1,3 @@ +================================================== +How to use different invoice and delivery address? +================================================== \ No newline at end of file diff --git a/sales/quotation/setup/first_quote.rst b/sales/quotation/setup/first_quote.rst new file mode 100644 index 000000000..f59c551bd --- /dev/null +++ b/sales/quotation/setup/first_quote.rst @@ -0,0 +1,3 @@ +================================= +How to create my first quotation? +================================= \ No newline at end of file diff --git a/sales/quotation/setup/optional.rst b/sales/quotation/setup/optional.rst new file mode 100644 index 000000000..729f6d5cb --- /dev/null +++ b/sales/quotation/setup/optional.rst @@ -0,0 +1,3 @@ +================================================ +How to display optional products on a quotation? +================================================ \ No newline at end of file diff --git a/sales/quotation/setup/recurring.rst b/sales/quotation/setup/recurring.rst new file mode 100644 index 000000000..9de89603d --- /dev/null +++ b/sales/quotation/setup/recurring.rst @@ -0,0 +1,3 @@ +=================================== +How to create recurring quotations? +=================================== \ No newline at end of file diff --git a/sales/quotation/setup/terms_conditions.rst b/sales/quotation/setup/terms_conditions.rst new file mode 100644 index 000000000..1886e2407 --- /dev/null +++ b/sales/quotation/setup/terms_conditions.rst @@ -0,0 +1,3 @@ +=================================================== +How to link my terms and conditions on a quotation? +=================================================== \ No newline at end of file diff --git a/sales/reporting.rst b/sales/reporting.rst new file mode 100644 index 000000000..af37ab1a3 --- /dev/null +++ b/sales/reporting.rst @@ -0,0 +1,9 @@ +========= +Reporting +========= + +.. toctree:: + :titlesonly: + + reporting/statistics + reporting/kpi \ No newline at end of file diff --git a/sales/reporting/kpi.rst b/sales/reporting/kpi.rst new file mode 100644 index 000000000..5a53dd3c7 --- /dev/null +++ b/sales/reporting/kpi.rst @@ -0,0 +1,3 @@ +============================ +How to follow my sales KPIs? +============================ \ No newline at end of file diff --git a/sales/reporting/statistics.rst b/sales/reporting/statistics.rst new file mode 100644 index 000000000..b2be26805 --- /dev/null +++ b/sales/reporting/statistics.rst @@ -0,0 +1,3 @@ +================================================ +How to get statistics from my orders & invoices? +================================================ \ No newline at end of file