diff --git a/sales/send_quotations/media/quotationsdeadline01.png b/sales/send_quotations/media/quotationsdeadline01.png new file mode 100644 index 000000000..2b79b833b Binary files /dev/null and b/sales/send_quotations/media/quotationsdeadline01.png differ diff --git a/sales/send_quotations/media/quotationsdeadline02.png b/sales/send_quotations/media/quotationsdeadline02.png new file mode 100644 index 000000000..8c1be8c7c Binary files /dev/null and b/sales/send_quotations/media/quotationsdeadline02.png differ diff --git a/sales/send_quotations/media/quotationsdeadline03.png b/sales/send_quotations/media/quotationsdeadline03.png new file mode 100644 index 000000000..a6c70c1c5 Binary files /dev/null and b/sales/send_quotations/media/quotationsdeadline03.png differ diff --git a/sales/send_quotations/quotationsdeadline.rst b/sales/send_quotations/quotationsdeadline.rst new file mode 100644 index 000000000..cab1051e3 --- /dev/null +++ b/sales/send_quotations/quotationsdeadline.rst @@ -0,0 +1,33 @@ +============================================ +Stimulate customers with quotations deadline +============================================ + +As you send quotations, it is important to set a quotation deadline; +Both to entice your customer into action with the fear of missing out on +an offer and to protect yourself. You don’t want to have to fulfill an +order at a price that is no longer cost effective for you. + +Set a deadline +============== + +On every quotation or sales order you can add an *Expiration Date*. + +.. image:: media/quotationsdeadline01.png + :align: center + +Use deadline in templates +========================= + +You can also set a default deadline in a *Quotation Template*. Each +time that template is used in a quotation, that deadline is applied. You +can find more info about quotation templates `here +`_. + +.. image:: media/quotationsdeadline02.png + :align: center + +On your customer side, they will see this. + +.. image:: media/quotationsdeadline03.png + :align: center + diff --git a/sales/send_quotations/terms_and_conditions.rst b/sales/send_quotations/terms_and_conditions.rst index c277e6c47..3131b4ec4 100644 --- a/sales/send_quotations/terms_and_conditions.rst +++ b/sales/send_quotations/terms_and_conditions.rst @@ -18,14 +18,16 @@ Go to :menuselection:`SALES --> Configuration --> Settings` and activate *Default Terms & Conditions*. .. image:: media/terms_and_conditions01.png - :align: center + :align: + center In that box you can add your default terms & conditions. They will then appear on every quotation, SO and invoice. .. image:: media/terms_and_conditions02.png :align: center - +.. image:: media/quote_template02.png + :align: center Set up more detailed terms & conditions ========================================