65 lines
2.5 KiB
ReStructuredText
65 lines
2.5 KiB
ReStructuredText
=====================
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Add optional products
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=====================
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The use of optional products is a marketing strategy for cross-selling products along with a core
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product. The aim is to offer useful and related products to your customers. For instance, if a
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customer wants to buy a car, he has the choice to order an automatic opening trunk and massaging
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seats, or not to order such high-quality products and simply buy his car.
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Add optional products to your quotations
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========================================
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With Odoo Sales, it is possible to add or modify optional products directly on quotations
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(under the **Optional Products** tab, as you can see below).
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.. image:: media/optional_products_2.png
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:align: center
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:class: img-thumbnail
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:alt: How to add optional products to your quotations on Odoo Sales
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.. note::
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By clicking on the **Customer Preview** button, you will be able to see what your customers
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will have as possibilities after opening a quotation from their received email.
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.. image:: media/optional_products_3.png
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:align: center
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:class: img-thumbnail
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:alt: Preview your quotations on Odoo Sales
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In practice, your customers will be able to add different optional products to their order by
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using associated carts, with a user-friendly layout. More than that, if a customer selects all the
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optional products suggested, these additional items will automatically fill in the quotation
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managed by the salesman.
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.. image:: media/optional_products_4.png
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:align: center
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:class: img-thumbnail
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:alt: How to select optional products on Odoo Sales
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Like this, salespeople will see each movement made by the customer and tracking the order will be
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all the better.
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.. image:: media/optional_products_5.png
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:align: center
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:class: img-thumbnail
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:alt: How to follow each movement made by your customers on Odoo Sales
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Add optional products to your quotation templates
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=================================================
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Be sure to check out our documentation about :doc:`quote_template` to understand how you can
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enable, create, design and manage your own quotation templates before reading this part.
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For quotation templates, you also have an **Optional Products** tab where you can add related
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products or services.
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.. image:: media/optional_products_1.png
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:align: center
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:class: img-thumbnail
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:alt: How to add optional products to your quotation templates on Odoo Sales
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With Odoo Sales, it is now very easy to understand your customer's needs.
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.. seealso::
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- :doc:`quote_template` |