diff --git a/content/applications/sales/sales/send_quotations/quote_template.rst b/content/applications/sales/sales/send_quotations/quote_template.rst index c96a667b3..1c97472a9 100644 --- a/content/applications/sales/sales/send_quotations/quote_template.rst +++ b/content/applications/sales/sales/send_quotations/quote_template.rst @@ -3,9 +3,10 @@ Quotation templates =================== In Odoo *Sales*, salespeople have the ability to create reusable quotation templates for common -product or service offerings that the business offers. By using these templates, quotations can be -tailored and sent to customers at a much faster pace, without having to create new quotations from -scratch every time a sales negotiation occurs. +products or services that the business offers. + +By using these templates, quotations can be tailored and sent to customers at a much faster pace, +without having to create new quotations from scratch every time a sales negotiation occurs. .. _sales/send_quotations/templates: @@ -13,10 +14,10 @@ Configuration ============= Begin by activating the setting in :menuselection:`Sales app --> Configuration --> Settings`, and -scroll to the :guilabel:`Quotations & Orders` heading. +scroll to the :guilabel:`Quotations \& Orders` heading. -In that section, check the box beside the :guilabel:`Quotation Templates` option. Doing so reveals -a new :guilabel:`Default Template` field, in which a default quotation template can be chosen from a +In that section, check the box beside the :guilabel:`Quotation Templates` option. Doing so reveals a +new :guilabel:`Default Template` field, in which a default quotation template can be chosen from a drop-down menu. .. image:: quote_template/quotations-templates-setting.png @@ -24,23 +25,13 @@ drop-down menu. :alt: How to enable quotation templates on Odoo Sales. Also, upon activating the :guilabel:`Quotation Template` feature, an internal :guilabel:`➡️ -Quotation Templates` link appears beneath the :guilabel:`Default Template` field. Clicking that link -reveals the :guilabel:`Quotation Templates` page, from which templates can be created, viewed, and -edited. +Quotation Templates` link appears beneath the :guilabel:`Default Template` field. -.. tip:: - Consider activating the :guilabel:`Quotation Builder` option in the :guilabel:`Settings`, as - well, which is located in the right column beside the :guilabel:`Quotation Templates` option. - This feature aides in the design and customization of quotation templates. - - **Note:** enabling this feature also automatically installs the Odoo *Website* application. - -.. image:: quote_template/quotations-builder-setting.png - :align: center - :alt: How to enable quotation builder on Odoo Sales. +Clicking that link reveals the :guilabel:`Quotation Templates` page, from which templates can be +created, viewed, and edited. Before leaving the :guilabel:`Settings` page, don't forget to click the :guilabel:`Save` button to -activate the feature(s) and save all changes made during the session. +save all changes made during the session. Create quotation templates ========================== @@ -49,90 +40,234 @@ Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page, :menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the :guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited. -To create a new quotation template, click the :guilabel:`Create` button, located in the upper-left +.. image:: quote_template/quotation-templates-page.png + :align: center + :alt: Quotation templates page in the Odoo Sales application. + +To create a new quotation template, click the :guilabel:`New` button, located in the upper-left corner. Doing so reveals a blank quotation template form that can be customized in a number of ways. -.. image:: quote_template/blank-quotation-template.png +.. image:: quote_template/blank-quotation-form.png :align: center :alt: Create a new quotation template on Odoo Sales. -Start by entering a name for the template in the :guilabel:`Quotation Template` field. Then, in the -:guilabel:`Quotation expires after` field, designate how many days the quotation template will -remain valid for, or leave the field on the default `0` to keep the template valid indefinitely. +Start by entering a name for the template in the :guilabel:`Quotation Template` field. -In the :guilabel:`Company` field, designate to which company this quotation template applies, if -working in a multi-company environment. +Then, in the :guilabel:`Quotation expires after` field, designate how many days the quotation +template will remain valid for, or leave the field on the default `0` to keep the template valid +indefinitely. -Beneath those fields are three tabs: :guilabel:`Lines`, :guilabel:`Optional Products`, -:guilabel:`Confirmation`. +If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` features are activated in the +:guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), those options are +available in the :guilabel:`Online confirmation` field. + +In the :guilabel:`Online confirmation` field, check the box beside :guilabel:`Signature` to request +an online signature from the customer to confirm an order. Check the box beside :guilabel:`Payment` +to request an online payment from the customer to confirm an order. + +Both options can be enabled simultaneously, in which case the customer must provide **both** a +signature **and** a payment to confirm an order. + +Next, in the :guilabel:`Confirmation Mail` field, click the blank field to reveal a drop-down menu. +From the drop-down menu, select a pre-configured email template to be sent to customers upon +confirmation of an order. + +.. tip:: + To create a new email template directly from the :guilabel:`Confirmation Mail` field, start + typing the name of the new email template in the field, and select either: :guilabel:`Create` or + :guilabel:`Create and edit...` from the drop-down menu that appears. + + Selecting :guilabel:`Create` creates the email template, which can be edited later. Selecting + :guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create Confirmation + Mail` pop-up window appears, in which the email template can be customized and configured right + away. + + .. image:: quote_template/create-confirmation-mail-popup.png + :align: center + :alt: Create confirmation mail pop-up window from the quotation template form in Odoo Sales. + + When all modifications are complete, click :guilabel:`Save \& Close` to save the email template + and return to the quotation form. + +If working in a multi-company environment, use the :guilabel:`Company` field to designate to which +company this quotation template applies. + +In the :guilabel:`Recurrence` field, choose from a variety of pre-configured amounts of time (e.g. +:guilabel:`Monthly`, :guilabel:`Quarterly`) to designate how often this quotation template should +occur. + +.. note:: + The :guilabel:`Recurrence` field **only** applies to subscription plans. For more information, + check out the documentation on :doc:`../../subscriptions/plans`. + +Lines tab +--------- In the :guilabel:`Lines` tab, products can be added to the quotation template by clicking -:guilabel:`Add a product`, organized by clicking `Add a section` (and dragging/dropping section -headers accordingly), and further explained with discretionary information (such as warranty -details, terms, etc.) by clicking :guilabel:`Add a note`. +:guilabel:`Add a product`, organized by clicking :guilabel:`Add a section` (and dragging/dropping +section headers), and further explained with discretionary information (such as warranty details, +terms, etc.) by clicking :guilabel:`Add a note`. -In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each compatible cross-selling -product related to the original items in the :guilabel:`Lines` tab, if applicable. The products -added here ideally compliment the original offering as added value for the prospective buyer. - -Lastly, in the :guilabel:`Confirmation` tab, enable options, as needed, to require an -:guilabel:`Online Signature` and/or an :guilabel:`Online Payment`, which each allow buyers to -confirm orders automatically using the web portal view after the required action is taken. - -There's also an option to add a :guilabel:`Confirmation Mail` to the quotation template, as well - -meaning whenever this template is used, and an order is confirmed, an email is sent to the customer -informing them that their order has been confirmed. - -.. image:: quote_template/quotations-templates-confirmation-tab.png +.. image:: quote_template/lines-tab-quotation-template.png :align: center - :alt: Allow customers to sign electronically or to pay online on Odoo Sales. + :alt: Populated lines tab on a quotation template form in Odoo Sales. + +To add a product to a quotation template, click :guilabel:`Add a product` in the :guilabel:`Lines` +tab of a quotation template form. Doing so reveals a blank field in the :guilabel:`Product` column. + +When clicked, a drop-down menu with existing products in the database appear. Select the desired +product from the drop-down menu to add it to the quotation template. + +.. tip:: + If the desired product isn't readily visible, type the name of the desired product in the + :guilabel:`Product` field, and the option appears in the drop-down menu. Products can also be + found by clicking :guilabel:`Search More...` from the drop-down menu. + +.. note:: + When a product is added to a quotation template, the default :guilabel:`Quantity` is `1`, but + that can be edited at any time. + +Then, drag-and-drop the product to the desired position, via the :guilabel:`six squares` icon, +located to the left of each line item. + +To add a *section*, which serves as a header to organize the lines of a sales order, click +:guilabel:`Add a section` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in +which the desired name of the section can be typed. When the name has been entered, click away to +secure the section name. + +Then, drag-and-drop the section name to the desired position, via the :guilabel:`six squares` icon, +located to the left of each line item. + +To add a note, which would appear as a piece of text for the customer on the quotation, click +:guilabel:`Add a note` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in which +the desired note can be typed. When the note has been entered, click away to secure the note. + +Then, drag-and-drop the note to the desired position, via the :guilabel:`six squares` icon. + +To delete any line item from the :guilabel:`Lines` tab (product, section, and/or note), click the +:guilabel:`🗑️ (trash can)` icon on the far-right side of the line. + +Optional Products tab +--------------------- + +The use of *optional products* is a marketing strategy that involves the cross-selling of products +along with a core product. The aim is to offer useful and related products to customers, which may +result in an increased sale. + +For instance, if a customer wants to buy a car, they have the choice to order massaging seats, as +well, or ignore the offer and simply buy the car. Presenting the choice to purchase optional +products enhances the customer experience. + +Optional products appear as a section on the bottom of sales orders and eCommerce pages. Customers +can immediately add them to their online sales orders themselves, if desired. + +.. image:: quote_template/optional-products-on-sales-order.png + :align: center + :alt: Optional products appearing on a typical sales order with Odoo Sales. + +In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each cross-selling product +related to the original items in the :guilabel:`Lines` tab, if applicable. The products added here +ideally complement the original offering as added value for the prospective buyer. + +.. image:: quote_template/optional-products-tab-quotation-template.png + :align: center + :alt: Populated optional products tab on a quotation template in Odoo Sales. + +Clicking :guilabel:`Add a line` reveals a blank field in the :guilabel:`Product` column. + +When clicked, a drop-down menu with products from the database appear. Select the desired product +from the drop-down menu to add it as an optional product to the quotation template. + +To delete any line item from the :guilabel:`Optional Products` tab, click the :guilabel:`🗑️ (trash +can)` icon. + +.. note:: + Optional products are **not** required to create a quotation template. + +Terms \& Conditions tab +----------------------- + +The :guilabel:`Terms \& Conditions` tab provides the opportunity to add terms and conditions to the +quotation template. To add terms and conditions, simply type (or copy/paste) the desired terms and +conditions in this tab. + +.. image:: quote_template/terms-and-conditions-tab.png + :align: center + :alt: Terms and conditions tab in a quotation template form in Odoo Sales. + +.. seealso:: + :doc:`../../../finance/accounting/customer_invoices/terms_conditions` + +.. note:: + Terms and conditions are **not** required to create a quotation template. Design quotation templates ========================== -.. note:: - The following section on designing quotation templates only applies to databases that have the - *Quotation Builder* feature enabled, which is accessible by following the :ref:`configuration - steps above `. - In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template` -button. When clicked, Odoo reveals a preview of the quotation template, as it will appear on the -front-end of the website, with a :guilabel:`Template Header` specifying that this content will -appear on all quotations using this specific template. +button. -To edit the content, look, and overall design of the quotation template, click the :guilabel:`Edit` -button in the upper-right corner. Doing so reveals a variety of design elements and feature-filled -building blocks. - -.. image:: quote_template/design-quotation-edit.png +.. image:: quote_template/design-template-button.png :align: center - :alt: Design quotation template on Odoo Sales. + :alt: Design template button in the upper-left corner of quotation template form. -Drag and drop any desired building blocks onto the blank quotation template, and proceed to further -customize the content to fit any business need. When all blocks and customizations are complete, -click the :guilabel:`Save` button to put those configurations into place. +When clicked, Odoo reveals a preview of the quotation template, through the Odoo *Website* +application, as it will appear on the front-end of the website to the customer. -.. image:: quote_template/quotations-building-blocks.png +.. note:: + This feature is **only** available if the *Website* application is installed. + +Odoo uses numerous blue placeholder blocks to signify where certain elements appear, and what they +contain (e.g. :guilabel:`Template Header`, :guilabel:`Product`). + +To edit the content, appearance, and overall design of the quotation template via the *Website* +application, click the :guilabel:`Edit` button in the upper-right corner. + +.. image:: quote_template/design-template-edit-button.png :align: center - :alt: Drag and drop building blocks to create your quotation template on Odoo Sales. + :alt: Design template edit button in the upper-right corner of quotation template design. + +When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a variety of design elements +and feature-rich building blocks. These building blocks can be dragged-and-dropped anywhere on the +quotation template design. + +.. image:: quote_template/design-quotation-building-blocks.png + :align: center + :alt: Design quotation template building blocks sidebar in Odoo Website. + +After a block has been dropped in the desired position, it can be customized and configured to fit +any unique need, look, or style. + +.. tip:: + Quotation template design uses the same methodology and functionality with design building blocks + as a typical web page design with Odoo *Website*. Be sure to check out the + :doc:`../../../websites/website` documentation to learn more. + +When all blocks and customizations are complete, click the :guilabel:`Save` button to put those +configurations into place. + +There is also a blue banner at the top of the quotation template design with a link to quickly +return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation template form in +the back-end of the *Sales* application. Use quotation templates ======================= -When creating a quotation (:menuselection:`Sales app --> Create`), choose a preconfigured template -in the :guilabel:`Quotation Template` field drop-down menu. +When creating a quotation (:menuselection:`Sales app --> New`), choose a pre-configured template in +the :guilabel:`Quotation Template` field. -.. image:: quote_template/quotations-templates-field.png +.. image:: quote_template/quotation-templates-field.png :align: center - :alt: Select a specific template on Odoo Sales. + :alt: Quotation templates field on a standard quotation form in Odoo Sales. -To view what the customer will see, click the :guilabel:`Customer Preview` smart button to see how -the quotation template will look on the front-end of the website. +To view what the customer will see, click the :guilabel:`Preview` button at the top of the page to +see how the quotation template appears on the front-end of the website through Odoo's customer +portal. -.. tip:: - Go to 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