[ADD] Sales: Stimulate customers with quotations deadline
Origin : https://docs.google.com/document/d/1-feLlx-RvabamODE3JEfCnfpl6EwTa1_hhpqDB2HQCA/edit
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sales/send_quotations/media/quotationsdeadline01.png
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sales/send_quotations/quotationsdeadline.rst
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sales/send_quotations/quotationsdeadline.rst
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============================================
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Stimulate customers with quotations deadline
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============================================
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As you send quotations, it is important to set a quotation deadline;
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Both to entice your customer into action with the fear of missing out on
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an offer and to protect yourself. You don’t want to have to fulfill an
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order at a price that is no longer cost effective for you.
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Set a deadline
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==============
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On every quotation or sales order you can add an *Expiration Date*.
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.. image:: media/quotationsdeadline01.png
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:align: center
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Use deadline in templates
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=========================
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You can also set a default deadline in a *Quotation Template*. Each
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time that template is used in a quotation, that deadline is applied. You
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can find more info about quotation templates `here
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<https://docs.google.com/document/d/11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY/edit>`_.
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.. image:: media/quotationsdeadline02.png
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:align: center
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On your customer side, they will see this.
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.. image:: media/quotationsdeadline03.png
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:align: center
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@ -18,14 +18,16 @@ Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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*Default Terms & Conditions*.
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*Default Terms & Conditions*.
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.. image:: media/terms_and_conditions01.png
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.. image:: media/terms_and_conditions01.png
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:align: center
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:align:
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center
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In that box you can add your default terms & conditions. They will then
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In that box you can add your default terms & conditions. They will then
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appear on every quotation, SO and invoice.
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appear on every quotation, SO and invoice.
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.. image:: media/terms_and_conditions02.png
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.. image:: media/terms_and_conditions02.png
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:align: center
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:align: center
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.. image:: media/quote_template02.png
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:align: center
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Set up more detailed terms & conditions
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Set up more detailed terms & conditions
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========================================
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========================================
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