diff --git a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst index ec76da8bf..9fea8562f 100644 --- a/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst +++ b/content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst @@ -13,7 +13,7 @@ also useful tools for managing more complex bills of materials (BoMs). Create the kit as a product =========================== -To use a kit as a sellable product, or simply as a component organization tool, the kit should first +To use a kit as a sellable product, or as a component organization tool, the kit should first be created as a product. To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click @@ -26,7 +26,7 @@ because the stock on-hand for kits is typically not tracked. .. note:: Although kits should almost always be set to :guilabel:`Consumable`, companies using **Anglo-Saxon** accounting might need to create kits as a :guilabel:`Storable Product`. This is - because when processing invoices for kits, the Cost of Goods Sold (COGS) will be posted in + because when processing invoices for kits, the Cost of Goods Sold (COGS) is posted in accounting journals. Unlike storable products, the :guilabel:`Routes` designation under the :guilabel:`Inventory` tab @@ -54,7 +54,6 @@ specify their quantities under the :guilabel:`Quantity` column. Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`. .. image:: kit_shipping/bom-kit-selection.png - :align: center :alt: Kit selection on the bill of materials. If the kit is solely being used as a sellable product, then only components need to be added under @@ -69,7 +68,7 @@ Use kits to manage complex BoMs Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. These are products that contain **other** :abbr:`BoM (bill of materials)` products as components, and therefore require -*nested* :abbr:`BoMs (bills of materials)`. Incorporating pre-configured kits into multi-level +*nested* :abbr:`BoMs (bills of materials)`. Incorporating preconfigured kits into multi-level :abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products. To configure this type of :abbr:`BoM (bill of materials)` with a kit as a component, go to @@ -88,7 +87,6 @@ of materials)`. Once ready, click :guilabel:`Save` to save changes. .. image:: kit_shipping/multilevel-bom-kit.png - :align: center :alt: Kit as a component in a multilevel bill of materials. Structure & cost @@ -99,7 +97,6 @@ click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (bi can be expanded and viewed from this report. .. image:: kit_shipping/structure-and-cost-kit.png - :align: center :alt: Expanded kit in the Structure and Cost report. When creating a manufacturing order for a product with a multi-level :abbr:`BoM (bill of diff --git a/content/applications/sales/crm/pipeline/lost_opportunities.rst b/content/applications/sales/crm/pipeline/lost_opportunities.rst index 5b4a5683b..0653ef313 100644 --- a/content/applications/sales/crm/pipeline/lost_opportunities.rst +++ b/content/applications/sales/crm/pipeline/lost_opportunities.rst @@ -3,51 +3,49 @@ Manage lost opportunities ========================= Not every opportunity results in a successful sale. To keep the pipeline up-to-date, *lost* -opportunities need to be identified. Specifying why an opportunity was lost provides additional -insight that can prove useful for future opportunities. +opportunities need to be identified. Specifying why an opportunity was lost helps identify recurring issues, reveal coaching opportunities, and can assist with improving overall sales strategy. + +.. seealso:: + :doc:`Merging lost opportunities with active ones will pull them back into the pipeline. ` Mark an opportunity as lost =========================== -To mark an opportunity as lost, first open the :menuselection:`CRM app`, and select an opportunity -from the pipeline, by clicking on its corresponding Kanban card. Doing so reveals that opportunity's +To mark an opportunity as lost, first open the :menuselection:`CRM` app, then select an opportunity +from the pipeline by selecting its corresponding Kanban card. This reveals that opportunity's detail form. -Then, click :guilabel:`Lost`, located at the top of the opportunity's detail form. +Then select :guilabel:`Lost`, located at the top of the opportunity's detail form. .. image:: lost_opportunities/lost-opps-lost-button.png - :align: center :alt: Buttons from the top of an opportunity record with the lost button emphasized. This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu, -choose an existing lost reason. If no applicable reason is available, create a new one by entering -it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`. +choose an existing lost reason. If none of these are appropriate, create a new one by entering +it into the :guilabel:`Lost Reason` field, then select :guilabel:`Create`. Additional notes and comments can be added below the lost reason in the designated :guilabel:`Closing Note` field. .. tip:: - Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` field, on the - :guilabel:`Mark Lost` pop-up window are required. However, it is recommended to include this - information for the sake of traceability, accountability, and reporting purposes. + Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` field on the + :guilabel:`Mark Lost` pop-up window are required. However, including this + information can help with traceability, accountability, and reporting purposes. -When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click +When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, select :guilabel:`Mark as Lost`. .. image:: lost_opportunities/lost-opps-lost-reason.png - :align: center :alt: Lost reasons popup with sample reasons. -After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right +After selecting :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right corner of the opportunity. .. image:: lost_opportunities/lost-banner.png - :align: center :alt: A lost opportunity with the lost banner added. .. note:: - To mark an *inactive* (archived) opportunity as lost, set the :guilabel:`Probability` field to - `0` percent. + Marking an opportunity as lost will archive it and set its :guilabel:`Probability` to 0. .. _crm/lost-reasons: @@ -57,31 +55,21 @@ Create/edit lost reasons To create a new lost reason, or edit an existing one, navigate to :menuselection:`CRM app --> Configuration --> Lost Reasons`. -To edit an existing lost reason: +To edit an existing lost reason, select the reason to be edited to highlight it. Change the selected lost reason by editing the :guilabel:`Description` field. When finished, select :guilabel:`Save` in the upper-left corner. -#. Click on the reason to be edited to highlight it. -#. Change the selected lost reason by editing the :guilabel:`Description` field. -#. When finished, click :guilabel:`Save` in the upper-left corner. - -To create a new lost reason: - -#. Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost Reasons` page. -#. In the new blank line, click in the :guilabel:`Description` field, then type the new lost reason. -#. When finished, click :guilabel:`Save`. +To create a new lost reason, select :guilabel:`New` in the upper-left corner of the :guilabel:`Lost Reasons` page. Type the new lost reason in the :guilabel:`Description` field. When finished, select :guilabel:`Save`. View lost opportunities ======================= -To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app`. On the main -:guilabel:`Pipeline` dashboard, click into the :guilabel:`Search...` bar at the top of the page, and +To retrieve lost opportunities, go :menuselection:`CRM app --> Sales --> My Pipeline` and, select the search bar at the top of the page. Then remove all of the default filters. .. image:: lost_opportunities/lost-opps-lost-filter.png - :align: center :alt: Search bar with lost filter emphasized. -Open the :guilabel:`Filters` drop-down menu, by clicking the :guilabel:`🔻(triangle pointed down)` -icon to the right of the :guilabel:`Search...` bar to open the drop-down menu containing +Open the :guilabel:`Filters` drop-down menu by selecting the :icon:`fa-caret-down` :guilabel:`(dropdown)` +icon to the right of the search bar to open the drop-down menu containing :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` options, designated into respective columns. @@ -91,18 +79,15 @@ Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. Upon se Sort opportunities by lost reason --------------------------------- -To filter opportunities by a specific lost reason, click the :guilabel:`🔻(triangle pointed down)` -icon to the right of the :guilabel:`Search...` bar again to open the drop-down menu. In addition to -the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click :guilabel:`Add Custom +To filter opportunities by a specific lost reason, select the :icon:`fa-caret-down` :guilabel:`(dropdown)` +icon to the right of the search bar again to open the drop-down menu. In addition to +the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, select :guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window. -On the :guilabel:`Add Custom Filter` pop-up window, click in the first field, and type `Lost Reason` -in the :guilabel:`Search...` bar, or scroll to search through the list to locate it. Then, click -into the next field, and select :guilabel:`=` from the drop-down menu. Click into the third field, -and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add`. +On the :guilabel:`Add Custom Filter` pop-up window, select the first field and type `Lost Reason` +in the search bar, or scroll to search through the list to locate it. Then, in the next field, select :guilabel:`=` from the drop-down menu. Select the third field, then select a lost reason from the drop-down menu. Finally, select :guilabel:`Add`. .. image:: lost_opportunities/lost-opps-lost-custom-filter.png - :align: center :alt: Search bar with custom filter added for lost reason. .. tip:: @@ -111,15 +96,13 @@ and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add` this operator makes it possible to choose multiple lost reasons in the third field. .. image:: lost_opportunities/multiple-lost-reasons.png - :align: center :alt: Add Custom Filter pop-up with multiple lost reasons selected. Restore lost opportunities ========================== -To restore a lost opportunity, open the :menuselection:`CRM app` to reveal the :guilabel:`Pipeline` -dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, click the -:guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the +To restore a lost opportunity, open the :menuselection:`CRM` app to reveal the :guilabel:`Pipeline` +dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, select the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon to the right of the search bar to open the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns. @@ -128,31 +111,25 @@ opportunities on the :guilabel:`Pipeline` page. .. tip:: To see all opportunities in the database, remove the default :guilabel:`My Pipeline` filter from - the :guilabel:`Search...` bar. + the search bar. -Then, click on the Kanban card of the desired lost opportunity to restore, which opens that -opportunity's detail form. - -From the lost opportunity's detail form, click :guilabel:`Restore` in the upper-left corner. Doing -so removes the red :guilabel:`Lost` banner from the opportunity form, signifying the opportunity has -been restored. +Then, select the Kanban card of the lost opportunity to restore, and on the form, select :guilabel:`Restore` in the upper-left corner. .. image:: lost_opportunities/lost-opps-restore.png - :align: center :alt: Lost opportunity with emphasis on the Restore button. Restore multiple opportunities at once -------------------------------------- To restore multiple opportunities at once, navigate to the main :guilabel:`Pipeline` dashboard in -the *CRM* app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. +the **CRM** app, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. -Next, select the list view option, represented by the :guilabel:`≣ (list)` icon in the upper-right -corner. Doing so places all the opportunities from the :guilabel:`Pipeline` page in a list view. +Next, select the list view option, represented by the :icon:`fa-bars` :guilabel:`(list)` icon in the upper-right +corner. This places all the opportunities from the :guilabel:`Pipeline` page in a list view. With the list view chosen, select the checkbox to the left of each opportunity to be restored. -Once the desired opportunities have been selected, click the :guilabel:`⚙️ Actions` drop-down menu -at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Actions` drop-down menu, select +Once the desired opportunities have been selected, select the :icon:`fa-cog` :guilabel:`(Actions)` drop-down menu +at the top of the :guilabel:`Pipeline` page. From the :icon:`fa-cog` :guilabel:`(Actions)` drop-down menu, select :guilabel:`Unarchive`. Doing so removes those selected opportunities from the :guilabel:`Pipeline` page because they no @@ -160,7 +137,6 @@ longer fit the :guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` fil bar to reveal these newly-restored opportunities. .. image:: lost_opportunities/lost-opps-unarchive.png - :align: center :alt: Action button from list view with the Unarchive option emphasized. Manage lost leads @@ -171,55 +147,51 @@ opportunities. Leads use the same :ref:`lost reasons ` as oppo .. note:: To enable leads, navigate to :menuselection:`CRM app --> Configuration --> Settings` and check - the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`. This adds a new :guilabel:`Leads` - menu to the header menu bar at the top of the page. + the :guilabel:`Leads` checkbox. Then, select :guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu bar at the top of the page. Mark a lead as lost ------------------- To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and select a lead from the -list. Doing so reveals that lead's detail form. - -Then, click :guilabel:`Lost`, located at the top of the lead's detail form. +list. Doing so reveals that lead's detail form. Then select :guilabel:`Lost`, located at the top of the lead's detail form. This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu, choose an existing lost reason. If no applicable reason is available, create a new one by entering -it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`. +it into the :guilabel:`Lost Reason` field, then selecting :guilabel:`Create`. Additional notes and comments can be added below the lost reason designated in the :guilabel:`Closing Note` field. -When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click +When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, select :guilabel:`Mark as Lost`. Restore lost leads ------------------ -To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then click the :guilabel:`🔻 -(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down +To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then select the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon to the right of the search bar to open the drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost leads on the :guilabel:`Leads` page. -Then, click on the desired lost lead to restore, which opens that lead's detail form. +Then, select the desired lost lead to restore, which opens that lead's detail form. -From the lost lead's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so +From the lost lead's detail form, select :guilabel:`Restore` in the upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the lead form, signifying the lead has been restored. Restore multiple leads at once ------------------------------ To restore multiple leads at once, navigate to :menuselection:`CRM app --> Leads`, open the -:guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Select the checkbox to +:guilabel:`Filters` drop-down menu, then select the :guilabel:`Lost` option. Select the checkbox to the left of each lead to be restored. -Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` drop-down menu at the -top of the :guilabel:`Leads` page. From the :guilabel:`⚙️ Actions` drop-down menu, select +Once the desired leads have been selected, select the :icon:`fa-cog` :guilabel:`(Actions)` drop-down menu at the +top of the :guilabel:`Leads` page. From the :icon:`fa-cog` :guilabel:`(Actions)` drop-down menu, select :guilabel:`Unarchive`. Doing so removes those selected leads from the :guilabel:`Leads` page because they no longer fit the -:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the :guilabel:`Search...` +:guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search bar to reveal these newly-restored leads. .. seealso:: diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png index 8ab5a61bf..a70cfc7d2 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-button.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png index dc6082fda..f1ffcd16b 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-lost-filter.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png index 42ec700a8..c3f02d89d 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-restore.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png index 0c4512d34..18c68dd59 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png and b/content/applications/sales/crm/pipeline/lost_opportunities/lost-opps-unarchive.png differ diff --git a/content/applications/sales/crm/pipeline/lost_opportunities/multiple-lost-reasons.png b/content/applications/sales/crm/pipeline/lost_opportunities/multiple-lost-reasons.png index 8081913b0..d98095fb8 100644 Binary files a/content/applications/sales/crm/pipeline/lost_opportunities/multiple-lost-reasons.png and b/content/applications/sales/crm/pipeline/lost_opportunities/multiple-lost-reasons.png differ