diff --git a/content/applications/sales/sales/sales_quotations/optional_products.rst b/content/applications/sales/sales/sales_quotations/optional_products.rst index fbda3f5225..17c902418b 100644 --- a/content/applications/sales/sales/sales_quotations/optional_products.rst +++ b/content/applications/sales/sales/sales_quotations/optional_products.rst @@ -19,32 +19,30 @@ adds an associated core product to their shopping cart. Configuring optional products ============================= -With the Odoo *Sales* app, it is possible to add optional products directly to product forms. To add -an optional product, navigate to :menuselection:`Sales --> Products --> Products` and click on a -product Kanban card. +With the Odoo **Sales** app, it is possible to add optional products directly to product forms. To +add an optional product to a product form, navigate to :menuselection:`Sales --> Products --> +Products` and choose a product. -Ensure the :guilabel:`Can be Sold` option is checked, then click the :guilabel:`Sales` tab. Under -the :guilabel:`Upsell & Cross-sell` heading, the :guilabel:`Optional Products` drop-down menu allows -for optional products to be set, and are displayed in alphabetical order. +Ensure that the product's :guilabel:`Sales` checkbox is checked and click the :guilabel:`Sales` tab. +Under :guilabel:`Upsell & Cross-sell` heading, the :guilabel:`Optional Products` drop-down menu +allows for optional products to be set. Products will be displayed in alphabetical order. If the +desired product isn't readily visible, type its name in the field to bring it up, then select it to +add it as an optional product. -To delete an optional product from the product form, click the :icon:`fa-times` +To delete an optional product from the product form, simply click the :icon:`fa-times` :guilabel:`(Delete)` icon. .. image:: optional_products/optional-products-product-form.png - :alt: The optional products section as it appears in product forms in Odoo Sales. + :alt: Where the optional products section appears in product forms in Odoo Sales. -Select the optional products using the drop-down menu. There is no limit to the number of optional -products that can be added. +Additional products can also be added to a core product by clicking :guilabel:`Search more...`. This +opens the :guilabel:`Search: Optional Products` form, which displays all products in the catalog and +includes the :guilabel:`New` button to create a new product. Multiple products may be selected as +optional products at once when using this form by clicking their checkboxes and then clicking +:guilabel:`Select`. - -.. tip:: - Multiple products can be selected by clicking :guilabel:`Search more...` and *Search: Optional - Products* pop-up window loads. Click the checkbox next to each desired product being added. When - all optional products are selected, click :guilabel:`Select`, and all optional products appear in - the field. If needed, new products can be created and added. - - .. image:: optional_products/search-optional-products-form.png - :alt: The Search: Optional Products form accessed by clicking Search more... +.. image:: optional_products/search-optional-products-form.png + :alt: The Search: Optional Products form accessed by clicking Search more... Optional products on quotation templates and quotations ======================================================= @@ -53,6 +51,23 @@ Optional products can be added to quotation templates, allowing sales staff to o products without needing to manually add them to each quote. Additional optional products can also be added to individual quotations when needed. +Quotations +---------- + +To add additional products on an individual quote, navigate to :menuselection:`Sales --> Orders --> +Quotations` and select an existing quote or :doc:`create a new quote `. Then open +the :guilabel:`Optional Products` tab. Doing so reveals a blank field in the :guilabel:`Product` +column. Click :guilabel:`Add a product`. 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. Type the name of the desired product or click :guilabel:`Search More...` to find additional +products. + +To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash-o` +:guilabel:`(delete)` icon. + +.. note:: + When a product is added, the default :guilabel:`Quantity` is `1`, but can be updated. + Quotation templates ------------------- @@ -75,22 +90,6 @@ and additional products can be added before the quotation is sent to a customer. .. note:: There is no limit to how many optional products can be added to a quotation template. -Quotations ----------- - -To add additional products on an individual quote, navigate to :menuselection:`Sales --> Orders --> -Quotations` and select an existing quote or :doc:`create a new quote `. Then open -the :guilabel:`Optional Products`. Doing so reveals a blank field in the :guilabel:`Product` column. -Click :guilabel:`Add a product`. 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. Type -the name of the desired product or click :guilabel:`Search More...` to find additional products. - -To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash-o` -:guilabel:`(delete)` icon. - -.. note:: - When a product is added, the default :guilabel:`Quantity` is `1`, but can be updated. - Previewing optional products ============================ diff --git a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-product-form.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-product-form.png index 07b0ca964a..eb65fa1b6e 100644 Binary files a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-product-form.png and b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-product-form.png differ diff --git a/content/applications/sales/sales/sales_quotations/optional_products/search-optional-products-form.png b/content/applications/sales/sales/sales_quotations/optional_products/search-optional-products-form.png index bc115c48af..e5fa80b2e2 100644 Binary files a/content/applications/sales/sales/sales_quotations/optional_products/search-optional-products-form.png and b/content/applications/sales/sales/sales_quotations/optional_products/search-optional-products-form.png differ