[IMP] sales: add section template feature

content/applications/sales/sales/sales_quotations/quote_template.rst

@@ -1,8 +1,9 @@
-===================
-Quotation templates
-===================
+=============================
+Quotation & Section templates
+=============================
 
-Reusable quotation templates can be made in Odoo's **Sales** app for common products or services.
+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.
@@ -11,7 +12,7 @@ Configuration
 =============
 
 To use quotation templates, begin by activating the setting in :menuselection:`Sales app -->
-Configuration --> Settings`, and scroll to the :guilabel:`Quotations &_Orders` heading.
+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 +21,14 @@ 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
+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 +37,8 @@ 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 +49,19 @@ 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.
+Start by entering a name for the template in the :guilabel:`Template` field. Then, in the
+:guilabel:`Quote calculator` 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.
+.. important::
+   The :guilabel:`Quote calculator` field is only available for Quotation templates.
 
-   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.
+Enable the :guilabel:`Share` checkbox to make the template accessible to other salespeople. Set the
+:guilabel:`Sales Team` field to a specific team if applicable.
 
 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.
-
-Check the box beside :guilabel:`Online Signature` to request an online signature from the customer
-to confirm an order.
-
-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.
-
-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
 ---------
@@ -147,13 +114,9 @@ To delete any line item from the :guilabel:`Lines` tab (product, section, and/or
 Optional Products 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.
-
-.. 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.
+Using :doc:`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.
 
 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.
@@ -187,17 +150,95 @@ quotation template. To add terms and conditions, type the desired terms and cond
 .. note::
    Terms and conditions are **not** required to create a quotation template.
 
-Use quotation templates
-=======================
+Settings tab
+------------
+
+The :guilabel:`Settings` tab provides extra confirmation settings to the 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.
+
+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.
+
+Check the box beside :guilabel:`Online Signature` to request an online signature from the customer
+to confirm an order.
+
+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.
+
+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.
+
+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.
 
-When creating a quotation (:menuselection:`Sales app --> New`), choose a preconfigured template in
+.. 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 is the :guilabel:`Invoicing Journal` field. If a journal is selected for
+the field, all sales orders with this template are invoiced in that specified 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 <sales/create-quotation>` or select an existing one.
+
+Add a product or section 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.
+
+.. image:: quote_template/section-save-as-template-option.png
+   :alt: A sales quote's order line submenu that contains the Save as Template option.
+
+Use templates
+=============
+
+When 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.