
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2066
35 lines
941 B
ReStructuredText
35 lines
941 B
ReStructuredText
===============
|
|
Send quotations
|
|
===============
|
|
|
|
When you qualify a lead into an opportunity you will most likely need to
|
|
send them a quotation. You can directly do this in the CRM App with Odoo.
|
|
|
|
.. image:: send_quotes/send_quotes01.png
|
|
:align: center
|
|
|
|
Create a new quotation
|
|
======================
|
|
|
|
By clicking on any opportunity or lead, you will see a *New Quotation*
|
|
button, it will bring you into a new menu where you can manage your
|
|
quote.
|
|
|
|
.. image:: send_quotes/send_quotes02.png
|
|
:align: center
|
|
|
|
You will find all your quotes to that specific opportunity under the
|
|
*Quotations* menu on that page.
|
|
|
|
.. image:: send_quotes/send_quotes03.png
|
|
:align: center
|
|
|
|
Mark them won/lost
|
|
==================
|
|
|
|
Now you will need to mark your opportunity as won or lost to move the
|
|
process along.
|
|
|
|
If you mark them as won, they will move to your *Won* column in your
|
|
Kanban view. If you however mark them as *Lost* they will be archived.
|