[ADD] Sales: Stimulate customers with quotations deadline

Origin : https://docs.google.com/document/d/1-feLlx-RvabamODE3JEfCnfpl6EwTa1_hhpqDB2HQCA/edit
This commit is contained in:
Jub 2018-05-16 17:15:29 +02:00 committed by Yannick Tivisse
parent 7668c54d31
commit ff3f015c8d
5 changed files with 37 additions and 2 deletions

Binary file not shown.

After

Width:  |  Height:  |  Size: 22 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 8.6 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 17 KiB

View File

@ -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 dont 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
<https://docs.google.com/document/d/11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY/edit>`_.
.. image:: media/quotationsdeadline02.png
:align: center
On your customer side, they will see this.
.. image:: media/quotationsdeadline03.png
:align: center

View File

@ -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
========================================