diff --git a/content/applications/sales/sales/sales_quotations/create_quotations.rst b/content/applications/sales/sales/sales_quotations/create_quotations.rst index f1f9ac74aad..6e5ef2d1d89 100644 --- a/content/applications/sales/sales/sales_quotations/create_quotations.rst +++ b/content/applications/sales/sales/sales_quotations/create_quotations.rst @@ -62,7 +62,7 @@ Quotations on this page appear in a default list view, but can also be viewed in :icon:`oi-view-pivot` :guilabel:`Pivot` table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` :guilabel:`Activity` view. -To view and/or modify any listed quotation from the :guilabel:`Quotations` dashboard, click on the +To view or modify any listed quotation from the :guilabel:`Quotations` dashboard, click on the desired quotation line from the list, and Odoo reveals the specific form for that selected quotation. @@ -143,23 +143,23 @@ Category` and :guilabel:`Attributes`. :align: center :alt: A product catalog accessible via a quotation in the Odoo Sales application. -From here, simply locate the desired items, click the :icon:`fa-shopping-cart` :guilabel:`Add` -button on the product card, and adjust the quantity, if needed. When complete, click the -:guilabel:`Back to Quotation` button in the upper-left corner to return to the quotation, where the -newly-selected catalog items can be found in the :guilabel:`Order Lines` tab. +From here, locate the desired items, click the :icon:`fa-shopping-cart` :guilabel:`Add` button on +the product card, and adjust the quantity, if needed. When complete, click the :guilabel:`Back to +Quotation` button in the upper-left corner to return to the quotation, where the newly-selected +catalog items can be found in the :guilabel:`Order Lines` tab. If multiple items should be presented in a more organized way on the quotation, click :guilabel:`Add a section`, enter a name for the section, and drag-and-drop that section heading in the desired location amongst the items in the :guilabel:`Order Lines` tab. The section heading appears in bold -and a sub-total for all products in a section is displayed. +and a sub-total for all products in a section is displayed. Then, if desired, :ref:`add a Section +Template ` to this quotation. If needed, click :guilabel:`Add a note` beneath a certain product line to add a custom note about that specific product. The note appears in italics. Then, if needed, proceed to drag-and-drop the note beneath the desired product line. Beneath the product lines, there are buttons that can be clicked to apply any of the following: -:guilabel:`Coupon Code`, :guilabel:`Promotions`, :guilabel:`Discount`, and/or :guilabel:`Add -shipping`. +:guilabel:`Coupon Code`, :guilabel:`Promotions`, :guilabel:`Discount`, and :guilabel:`Add shipping`. .. seealso:: - :doc:`../products_prices/ewallets_giftcards` @@ -283,7 +283,7 @@ Notes tab --------- In the :guilabel:`Notes` tab of the quotation form, enter any specific internal notes about the -quotation and/or customer, if desired. +quotation and customer, if desired. .. _sales/sales_quotations/send-and-confirm: diff --git a/content/applications/sales/sales/sales_quotations/pdf_quote_builder/add_pdf_quotes.rst b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/add_pdf_quotes.rst index 479d5330265..2a003c74730 100644 --- a/content/applications/sales/sales/sales_quotations/pdf_quote_builder/add_pdf_quotes.rst +++ b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/add_pdf_quotes.rst @@ -52,6 +52,8 @@ printing. PDF quote for the customer. The PDF quote contains the vehicle purchase order form as the header, the quote details in the body, and the dealership's standard footer. +.. _sales/sales_quotations/quote-template: + Add headers and footers to a quote template =========================================== diff --git a/content/applications/sales/sales/sales_quotations/quote_template.rst b/content/applications/sales/sales/sales_quotations/quote_template.rst index e27fec7c6e7..0271ee4b0be 100644 --- a/content/applications/sales/sales/sales_quotations/quote_template.rst +++ b/content/applications/sales/sales/sales_quotations/quote_template.rst @@ -1,8 +1,11 @@ -=================== -Quotation templates -=================== +.. _quote-calculator: https://youtu.be/W_0-gUc87WI?si=GMIuIMXP9-lOPtob -Reusable quotation templates can be made in Odoo's **Sales** app for common products or services. +============================= +Quotation & Section templates +============================= + +Reusable quotation and section templates can be made in Odoo's **Sales** app for common products or +services. By using these templates, quotations can be tailored and sent to customers at a quicker pace, without having to create new quotations from scratch every time a sales negotiation occurs. @@ -10,8 +13,8 @@ without having to create new quotations from scratch every time a sales negotiat Configuration ============= -To use quotation templates, begin by activating the setting in :menuselection:`Sales app --> -Configuration --> Settings`, and scroll to the :guilabel:`Quotations &_Orders` heading. +To use quotation and section templates, begin by activating the setting in :menuselection:`Sales app +--> Configuration --> Settings`, and scroll to the :guilabel:`Quotations & Orders` heading. Under the heading, tick the :guilabel:`Quotation Templates` checkbox. Doing so reveals a new :guilabel:`Default Template` field, in which a default quotation template can be chosen from the @@ -20,14 +23,14 @@ drop-down menu. .. image:: quote_template/quotations-templates-setting.png :alt: How to enable quotation templates on Odoo Sales. -Upon activating the :guilabel:`Quotation Template` feature, an internal :icon:`fa-arrow-right` +Upon activating the :guilabel:`Quotation Templates` feature, an internal :icon:`fa-arrow-right` :guilabel:`Quotation Templates` link appears beneath the :guilabel:`Default Template` field. -Clicking this link reveals the :guilabel:`Quotation Templates` page, from which templates can be -created, viewed, and edited. +Clicking this link reveals the :guilabel:`Templates` page, from which templates can be created, +viewed, and edited. -Before leaving the :guilabel:`Settings` page, do not forget to click the :guilabel:`Save` button to -save all changes made during the session. +Before leaving the :guilabel:`Settings` page, click the :guilabel:`Save` button to save all changes +made during the session. .. _sales/send_quotations/create_templates: @@ -36,8 +39,8 @@ Create quotation templates To create a quotation template, click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page once :guilabel:`Quotation templates` are enabled, or navigate to -:menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the -:guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited. +:menuselection:`Sales app --> Configuration --> Templates`. Both options reveal the *Templates* +page, where quotation templates can be created, viewed, and edited. .. image:: quote_template/quotation-templates-page.png :alt: Quotation templates page in the Odoo Sales application. @@ -48,53 +51,19 @@ corner. Doing so reveals a blank quotation template form that can be customized. .. image:: quote_template/blank-quotation-form.png :alt: Create a new quotation template on Odoo Sales. -Start by entering a name for the template in the :guilabel:`Quotation Template` field. - -Then, in the :guilabel:`Quotation Validity` field, designate how many days the quotation template -will remain valid for, or leave the field on the default `0` to keep the template valid -indefinitely. - -Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down menu to select a -preconfigured email template to be sent to customers upon confirmation of an order. - -.. tip:: - To create a new email template directly from the :guilabel:`Confirmation Mail` field, start - typing the name of the new email template in the field, and select either: :guilabel:`Create` or - :guilabel:`Create and edit...` from the drop-down menu that appears. - - Selecting :guilabel:`Create` creates the email template, which can be edited later. - - Selecting :guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create - Confirmation Mail` pop-up window appears, in which the email template can be customized and - configured immediately. - - .. image:: quote_template/create-confirmation-mail-popup.png - :alt: Create confirmation mail pop-up window from the quotation template form in Odoo Sales. - - When all modifications are complete, click :guilabel:`Save & Close` to save the email template - and return to the quotation form. - -If working in a multi-company environment, use the :guilabel:`Company` field to designate to which -company this quotation template applies. - -If a journal is set in the :guilabel:`Invoicing Journal` field, all sales orders with this template -will invoice in that specified journal. If no journal is set in this field, the sales journal with -the lowest sequence is used. - -If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` features are activated in the -:guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), those options are -available on quotation template forms. +Start by entering a name for the template in the :guilabel:`Template` field. If needed, create or +select an existing spreadsheet to do complex calculations for the template in the :guilabel:`Quote +calculator` field. -Check the box beside :guilabel:`Online Signature` to request an online signature from the customer -to confirm an order. +.. important:: + The :guilabel:`Quote calculator` field is only available for Quotation templates. -Check the box beside :guilabel:`Online Payment` to request an online payment from the customer to -confirm an order. When :guilabel:`Online Payment` is checked, a new percentage field appears, in -which a specific percentage of payment can be entered. +Enable the :guilabel:`Share` checkbox to make the template accessible to specific sales teams. +Select which teams can access it in the :guilabel:`Sales Team` field. If working in a multi-company +environment, use the :guilabel:`Company` field to designate to which company can access the +template. -Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` can be enabled -simultaneously, in which case the customer must provide **both** a signature **and** a payment to -confirm an order. +.. _sales/sales_quotations/lines-tab: Lines tab --------- @@ -108,11 +77,10 @@ To add a product to a quotation template, click :guilabel:`Add a product` in the tab of a quotation template form. Doing so reveals a blank field in the :guilabel:`Product` column. When clicked, a drop-down menu with existing products in the database appears. Select the desired -product from the drop-down menu to add it to the quotation template. - -If the desired product is not readily visible, type the name of the desired product in the -:guilabel:`Product` field, and the option appears in the drop-down menu. Products can also be found -by clicking :guilabel:`Search More...` from the drop-down menu. +product from the drop-down menu to add it to the quotation template. If the desired product is not +visible, type the name of the desired product in the :guilabel:`Product` field, and the option +appears in the drop-down menu. Products can also be found by clicking :guilabel:`Search More...` +from the drop-down menu. .. tip:: It is possible to add event-related products (booths and registrations) to quotation templates. @@ -129,75 +97,140 @@ located to the left of each line item. To add a *section*, which serves as a header to organize the lines of a sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in which the desired name of the section can be typed. When the name has been entered, click away to -secure the section name. - -Then, drag and drop the section name to the desired position, via the :icon:`oi-apps` -:guilabel:`(six squares)` icon, located to the left of each line item. +secure the section name. Then, drag and drop the section name to the desired position, via the +:icon:`oi-apps` :guilabel:`(six squares)` icon, located to the left of each line item. To add a note, which appears as a piece of text for the customer on the quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in which -the desired note can be typed. When the note has been entered, click away to secure the note. - -Then, drag and drop the note to the desired position, via the :icon:`oi-apps` -:guilabel:`(six squares)` icon. +the desired note can be typed. When the note has been entered, click away to secure the note. Then, +drag and drop the note to the desired position, via the :icon:`oi-apps` :guilabel:`(six squares)` +icon. To delete any line item from the :guilabel:`Lines` tab (product, section, and/or note), click the :icon:`fa-trash` :guilabel:`(remove record)` icon on the far-right side of the line. -Optional Products tab ---------------------- +Terms & Conditions tab +---------------------- -Using *optional products* is a marketing strategy that involves the cross-selling of products along -with a core product. The aim is to offer useful and related products to customers, which may result -in an increased sale. +The :guilabel:`Terms & Conditions` tab provides the opportunity to add terms and conditions to the +quotation template. To add terms and conditions, type the desired terms and conditions in this tab. -.. example:: - If a customer wants to buy a car, they have the choice to order massaging seats as - an additional product that compliments the car, or ignore the offer and buy the car alone. +.. seealso:: + :doc:`../../../finance/accounting/customer_invoices/terms_conditions` -Optional products appear as a section on the bottom of sales orders and eCommerce pages. Customers -can immediately add them to their online sales orders themselves, if desired. +.. note:: + Terms and conditions are **not** required to create a quotation template. -.. image:: quote_template/optional-products-on-sales-order.png - :alt: Optional products appearing on a typical sales order with Odoo Sales. +Quote Builder tab +----------------- -In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each cross-selling product -related to the original items in the :guilabel:`Lines` tab, if applicable. +.. important:: + The :guilabel:`PDF Quote builder` checkbox must be enabled for this tab to become available. -Clicking :guilabel:`Add a line` reveals a blank field in the :guilabel:`Product` column. +The :guilabel:`Quote Builder` tab allows specific headers and footers to become available when the +quotation template is used on a sales quote. Any headers or footers that are :ref:`assigned to the +template ` are not available to use unless the template is +applied. -When clicked, a drop-down menu with products from the database appear. Select the desired product -from the drop-down menu to add it as an optional product to the quotation template. +Settings tab +------------ -To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash` -:guilabel:`(remove record)` icon. +The :guilabel:`Settings` tab provides extra confirmation and invoicing settings to the quotation +template. -.. note:: - Optional products are **not** required to create a quotation template. +In the *Confirmation* section, the :guilabel:`Quotation Validity` field designates how many days the +quotation template is valid for, or leave the field on the default `0` to keep the template valid +indefinitely. -Terms & Conditions tab ----------------------- +If either of the :guilabel:`Online Signature` or :guilabel:`Online Payment` features are activated +in the :guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), toggles for +each of them are available to activate on the quotation template. -The :guilabel:`Terms & Conditions` tab provides the opportunity to add terms and conditions to the -quotation template. To add terms and conditions, type the desired terms and conditions in this tab. +Enable the toggle for :guilabel:`Online Signature` to request an online signature from the customer +to confirm an order. -.. seealso:: - :doc:`../../../finance/accounting/customer_invoices/terms_conditions` +Enable the toggle for :guilabel:`Online Payment` to request an online payment from the customer to +confirm an order. When :guilabel:`Online Payment` is checked, a new percentage field appears, in +which a specific percentage of payment can be entered. + +Both toggles, :guilabel:`Online Signature` and :guilabel:`Online Payment` can be enabled +simultaneously, in which case the customer must provide **both** a signature **and** a payment to +confirm an order. + +Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down menu to select a +preconfigured email template to be sent to customers upon confirmation of an order. + +.. tip:: + To create a new email template directly from the :guilabel:`Confirmation Mail` field, start + typing the name of the new email template in the field, and select either: :guilabel:`Create` or + :guilabel:`Create and edit...` from the drop-down menu that appears. + + Selecting :guilabel:`Create` creates the email template, which can be edited later. + + Selecting :guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create + Confirmation Mail` pop-up window appears, in which the email template can be customized and + configured immediately. + + .. image:: quote_template/create-confirmation-mail-popup.png + :alt: Create confirmation mail pop-up window from the quotation template form in Odoo Sales. + + When all modifications are complete, click :guilabel:`Save & Close` to save the email template + and return to the quotation form. + +In the *Invoicing* section, the :guilabel:`Invoicing Journal` field designates all sales orders +using this template are invoiced in the selected journal. If no journal is selected, the sales +journal with the lowest sequence is used. + +Create section templates +======================== + +Section templates can be created on the *Templates* page or directly from a sales quote. To create a +template from the *Templates* page, navigate to :menuselection:`Sales app --> Configuration --> +Templates` and click the :guilabel:`New` button, located in the upper-left corner. A blank template +form displays. + +Enter the name of the template in :guilabel:`Template` field and set the :guilabel:`Type` field to +:guilabel:`Section`. To add sections, products, or notes follow the instructions in the +:ref:`sales/sales_quotations/lines-tab` section. + +.. important:: + Only the :guilabel:`Lines` tab is available for section templates. Templates with the same name + and created by the same user are overwritten when saved. Combos **cannot** be saved as a section + template. + +To create a section template from a sales quote, navigate to :menuselection:`Sales app --> Orders +--> Quotations` and :ref:`create a new quote ` or select an existing one. + +Add section and any products in the :guilabel:`Order Lines` tab, then click the +:icon:`fa-ellipsis-v` :guilabel:`Ellipsis` icon on the right side of the order line. Select the +:icon:`fa-save` :guilabel:`Save as Template` icon to save the section. Odoo saves the section +template using the name given the section on the sales quote. + +.. image:: quote_template/section-save-as-template-option.png + :alt: A sales quote's order line submenu that contains the Save as Template option. .. note:: - Terms and conditions are **not** required to create a quotation template. + Section templates can be saved without any products added in the section. -Use quotation templates -======================= +To find a section template, navigate to :menuselection:`Sales --> Configuration --> Templates`. In +the search bar, delete the :guilabel:`Quotation Templates filter` to display all template types. -When creating a quotation (:menuselection:`Sales app --> New`), choose a preconfigured template in -the :guilabel:`Quotation Template` field. +.. _sales/sales_quotations/use-templates: + +Use templates +============= + +When :ref:`creating a quote ` (:menuselection:`Sales app --> New`), choose a +preconfigured template in the :guilabel:`Quotation Template` field. .. note:: The order of the templates in the :guilabel:`Quotation Template` field is determined by the order of the templates in the Quotation Templates form. The order of the quotations in the Quotation Templates form does **not** affect anything else. +To apply a section template, click :guilabel:`Add a section` and select a template from the +drop-down menu. + To view what the customer will see, click the :guilabel:`Preview` button at the top of the page to see how the quotation template appears on the front-end of the website through Odoo's customer portal. @@ -247,3 +280,5 @@ quotations` button. .. seealso:: - :doc:`get_signature_to_validate` - :doc:`get_paid_to_validate` + - `Tutorial: Quote calculator Basics `_ + diff --git a/content/applications/sales/sales/sales_quotations/quote_template/blank-quotation-form.png b/content/applications/sales/sales/sales_quotations/quote_template/blank-quotation-form.png index 288e2a187a0..4ecbf8ef4cc 100644 Binary files a/content/applications/sales/sales/sales_quotations/quote_template/blank-quotation-form.png and b/content/applications/sales/sales/sales_quotations/quote_template/blank-quotation-form.png differ diff --git a/content/applications/sales/sales/sales_quotations/quote_template/section-save-as-template-option.png b/content/applications/sales/sales/sales_quotations/quote_template/section-save-as-template-option.png new file mode 100644 index 00000000000..93bffd93de4 Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/quote_template/section-save-as-template-option.png differ