[IMP] Sales: Quotation Templates update

X-original-commit: a541383a1d

content/applications/sales/sales/send_quotations/quote_template.rst

@@ -2,10 +2,9 @@
 Quotation templates
 ===================
 
-In Odoo *Sales*, salespeople have the ability to create reusable quotation templates for common
+Reusable quotation templates can be made in Odoo's **Sales** app for common products or services.
-products or services that the business offers.
 
-By using these templates, quotations can be tailored and sent to customers at a much faster pace,
+By using these templates, quotations can be tailored and sent to customers at a quicker pace,
 without having to create new quotations from scratch every time a sales negotiation occurs.
 
 .. _sales/send_quotations/templates:
@@ -13,42 +12,42 @@ without having to create new quotations from scratch every time a sales negotiat
 Configuration
 =============
 
-Begin by activating the setting in :menuselection:`Sales app --> Configuration --> Settings`, and
+To use quotation templates, begin by activating the setting in :menuselection:`Sales app -->
-scroll to the :guilabel:`Quotations \& Orders` heading.
+Configuration --> Settings`, and scroll to the :guilabel:`Quotations &_Orders` heading.
 
-In that section, check the box beside the :guilabel:`Quotation Templates` option. Doing so reveals a
+Under the heading, tick the :guilabel:`Quotation Templates` checkbox. Doing so reveals a new
-new :guilabel:`Default Template` field, in which a default quotation template can be chosen from a
+:guilabel:`Default Template` field, in which a default quotation template can be chosen from the
 drop-down menu.
 
 .. image:: quote_template/quotations-templates-setting.png
-   :align: center
    :alt: How to enable quotation templates on Odoo Sales.
 
-Also, upon activating the :guilabel:`Quotation Template` feature, an internal :guilabel:`➡️
+Upon activating the :guilabel:`Quotation Template` feature, an internal :icon:`fa-arrow-right`
-Quotation Templates` link appears beneath the :guilabel:`Default Template` field.
+: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
+Clicking this 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
+Before leaving the :guilabel:`Settings` page, do not forget to click the :guilabel:`Save` button to
 save all changes made during the session.
 
+.. _sales/send_quotations/create_templates:
+
 Create quotation templates
 ==========================
 
-Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page, or navigate to
+To create a quotation template, click the :guilabel:`Quotation Templates` link on the
+:guilabel:`Settings` page once :guilabel:`Quotation templates` are enabled, or navigate to
 :menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the
 :guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited.
 
 .. 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.
+corner. Doing so reveals a blank quotation template form that can be customized.
 
 .. 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.
@@ -57,9 +56,8 @@ Then, in the :guilabel:`Quotation Validity` field, designate how many days the q
 will remain valid for, or leave the field on the default `0` to keep the template valid
 indefinitely.
 
-Next, in the :guilabel:`Confirmation Mail` field, click the blank field to reveal a drop-down menu.
+Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down menu to select a
-From the drop-down menu, select a pre-configured email template to be sent to customers upon
+preconfigured email template to be sent to customers upon confirmation of an order.
-confirmation of an order.
 
 .. tip::
    To create a new email template directly from the :guilabel:`Confirmation Mail` field, start
@@ -70,13 +68,12 @@ confirmation of an order.
 
    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.
+   configured immediately.
 
    .. 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
+   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
@@ -120,23 +117,23 @@ terms, etc.) by clicking :guilabel:`Add a note`.
 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
+When clicked, a drop-down menu with existing products in the database appears. Select the desired
 product from the drop-down menu to add it to the quotation template.
 
-If the desired product isn't readily visible, type the name of the desired product in the
+If the desired product is not 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.
 
 .. tip::
-   In Odoo 17, it is now possible to add event-related products (booths and registrations) to
+   It is possible to add event-related products (booths and registrations) to quotation templates.
-   quotation templates. To do so, click the :guilabel:`Product` field, type in `Event`, and select
+   To do so, click the :guilabel:`Product` field, type in `Event`, and select the desired
-   the desired event-related product from the resulting drop-down menu.
+   event-related product from the resulting 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,
+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
@@ -144,57 +141,55 @@ To add a *section*, which serves as a header to organize the lines of a sales or
 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,
+Then, drag and drop the section name to the desired position, via the :icon:`oi-apps`
-located to the left of each line item.
+: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
+To add a note, which appears 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.
+Then, drag and drop the note to the desired position, via the :icon:`oi-apps`
+: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.
+:icon:`fa-trash` :guilabel:`(remove record)` 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
+Using *optional products* is a marketing strategy that involves the cross-selling of products along
-along with a core product. The aim is to offer useful and related products to customers, which may
+with a core product. The aim is to offer useful and related products to customers, which may result
-result in an increased sale.
+in an increased sale.
 
-For instance, if a customer wants to buy a car, they have the choice to order massaging seats, as
+.. example::
-well, or ignore the offer and simply buy the car. Presenting the choice to purchase optional
+   If a customer wants to buy a car, they have the choice to order massaging seats as
-products enhances the customer experience.
+   an additional product that compliments the car, or ignore the offer and buy the car alone.
 
 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
+related to the original items in the :guilabel:`Lines` tab, if applicable.
-ideally complement the original offering as added value for the prospective buyer.
 
 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
+To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash`
-can)` icon.
+:guilabel:`(remove record)` icon.
 
 .. note::
    Optional products are **not** required to create a quotation template.
 
-Terms \& Conditions tab
+Terms & Conditions tab
------------------------
+----------------------
 
-The :guilabel:`Terms \& Conditions` tab provides the opportunity to add terms and conditions to the
+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
+quotation template. To add terms and conditions, type the desired terms and conditions in this tab.
-conditions in this tab.
 
 .. seealso::
    :doc:`../../../finance/accounting/customer_invoices/terms_conditions`
@@ -202,55 +197,37 @@ conditions in this tab.
 .. note::
    Terms and conditions are **not** required to create a quotation template.
 
-PDF Quote Builder tab
----------------------
-
-The :guilabel:`PDF Quote Builder` tab provides options to compose an attractive quotation, with more
-information and visually-pleasing elements, to highlight products and/or services.
-
-To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, click the :guilabel:`✏️
-(pencil)` icon to the right of the respective pages. Click the :guilabel:`🗑️ (trash)` icon to delete
-an uploaded PDF.
-
-.. seealso::
-   :doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`
-
 Use quotation templates
 =======================
 
-When creating a quotation (:menuselection:`Sales app --> New`), choose a pre-configured template in
+When creating a quotation (:menuselection:`Sales app --> New`), choose a preconfigured template in
 the :guilabel:`Quotation Template` field.
 
-.. image:: quote_template/quotation-templates-field.png
+.. note::
-   :align: center
+   The order of the templates in the :guilabel:`Quotation Template` field is determined by the order
-   :alt: Quotation templates field on a standard quotation form in Odoo Sales.
+   of the templates in the Quotation Templates form. The order of the quotations in the Quotation
+   Templates form does **not** affect anything else.
 
 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.
 
 .. image:: quote_template/quotations-templates-preview.png
-   :align: center
    :alt: Customer preview of a quotation template in Odoo Sales.
 
-.. tip::
+When all blocks and customizations are complete, click the :guilabel:`Save` button to save the
-   Quotation template design uses the same methodology and functionality with design building blocks
+configuration.
-   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
+The blue banner located at the top of the quotation template preview can be used to quickly return
-configurations into place.
+:icon:`fa-arrow-right` :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation
-
+form in the back-end of the *Sales* application.
-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 form in the
-back-end of the *Sales* application.
 
 Mass cancel quotations/sales orders
 ===================================
 
 Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app -->
 Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of
-the table, tick the preferred checkboxes for removal.
+the table, tick the checkboxes for the quotations to be canceled.
 
 .. tip::
    Select all records in the table by selecting the checkbox column header at the top-left of the
@@ -263,7 +240,6 @@ drop-down menu.
 From this drop-down menu, select :guilabel:`Cancel quotations`.
 
 .. image:: quote_template/cancel-quotations.png
-   :align: center
    :alt: The Cancel quotations option on the Actions drop-down menu in the Odoo Sales application.
 
 .. note::