diff --git a/sales/send_quotations.rst b/sales/send_quotations.rst index f396d7339..ea18f5d83 100644 --- a/sales/send_quotations.rst +++ b/sales/send_quotations.rst @@ -6,7 +6,7 @@ Send Quotations :titlesonly: send_quotations/quote_template - send_quotations/optional_items + send_quotations/optional_products send_quotations/get_signature_to_validate send_quotations/get_paid_to_validate send_quotations/deadline diff --git a/sales/send_quotations/media/optional_items01.png b/sales/send_quotations/media/optional_items01.png deleted file mode 100644 index d0ee5ee06..000000000 Binary files a/sales/send_quotations/media/optional_items01.png and /dev/null differ diff --git a/sales/send_quotations/media/optional_items02.png b/sales/send_quotations/media/optional_items02.png deleted file mode 100644 index 9b40ff9ca..000000000 Binary files a/sales/send_quotations/media/optional_items02.png and /dev/null differ diff --git a/sales/send_quotations/media/optional_items03.png b/sales/send_quotations/media/optional_items03.png deleted file mode 100644 index 690b100e4..000000000 Binary files a/sales/send_quotations/media/optional_items03.png and /dev/null differ diff --git a/sales/send_quotations/media/optional_items04.png b/sales/send_quotations/media/optional_items04.png deleted file mode 100644 index b812d1764..000000000 Binary files a/sales/send_quotations/media/optional_items04.png and /dev/null differ diff --git a/sales/send_quotations/media/optional_items05.png b/sales/send_quotations/media/optional_items05.png deleted file mode 100644 index d31a9ec7c..000000000 Binary files a/sales/send_quotations/media/optional_items05.png and /dev/null differ diff --git a/sales/send_quotations/media/optional_products_1.png b/sales/send_quotations/media/optional_products_1.png new file mode 100644 index 000000000..7b7e8366a Binary files /dev/null and b/sales/send_quotations/media/optional_products_1.png differ diff --git a/sales/send_quotations/media/optional_products_2.png b/sales/send_quotations/media/optional_products_2.png new file mode 100644 index 000000000..55f4044fd Binary files /dev/null and b/sales/send_quotations/media/optional_products_2.png differ diff --git a/sales/send_quotations/media/optional_products_3.png b/sales/send_quotations/media/optional_products_3.png new file mode 100644 index 000000000..f275bf751 Binary files /dev/null and b/sales/send_quotations/media/optional_products_3.png differ diff --git a/sales/send_quotations/media/optional_products_4.png b/sales/send_quotations/media/optional_products_4.png new file mode 100644 index 000000000..335a22f9a Binary files /dev/null and b/sales/send_quotations/media/optional_products_4.png differ diff --git a/sales/send_quotations/media/optional_products_5.png b/sales/send_quotations/media/optional_products_5.png new file mode 100644 index 000000000..393be038d Binary files /dev/null and b/sales/send_quotations/media/optional_products_5.png differ diff --git a/sales/send_quotations/optional_items.rst b/sales/send_quotations/optional_items.rst deleted file mode 100644 index c56125d40..000000000 --- a/sales/send_quotations/optional_items.rst +++ /dev/null @@ -1,48 +0,0 @@ -=========================================== -Increase your sales with suggested products -=========================================== - -The use of suggested products is an attempt to offer related and useful -products to your client. For instance, a client purchasing a cellphone -could be shown accessories like a protective case, a screen cover, and -headset. - -Add suggested products to your quotation templates -================================================== - -Suggested products can be set on *Quotation Templates*. See :doc:`quote_template`. - -Once on a template, you can see a *Suggested Products* tab where you -can add related products or services. - -.. image:: media/optional_items01.png - :align: center - -You can also add or modify suggested products on the quotation. - -Add suggested products to the quotation -======================================= - -When opening the quotation from the received email, the customer can add -the suggested products to the order. - -.. image:: media/optional_items02.png - :align: center - -.. image:: media/optional_items03.png - :align: center - -The product(s) will be instantly added to their quotation when clicking -on any of the little carts. - -.. image:: media/optional_items04.png - :align: center - -Depending on your confirmation process, they can either digitally sign -or pay to confirm the quotation. - -Each move done by the customer to the quotation will be tracked in the -sales order, letting the salesperson see it. - -.. image:: media/optional_items05.png - :align: center diff --git a/sales/send_quotations/optional_products.rst b/sales/send_quotations/optional_products.rst new file mode 100644 index 000000000..444731fa6 --- /dev/null +++ b/sales/send_quotations/optional_products.rst @@ -0,0 +1,65 @@ +===================== +Add optional products +===================== + +The use of optional products is a marketing strategy for cross-selling products along with a core +product. The aim is to offer useful and related products to your customers. For instance, if a +customer wants to buy a car, he has the choice to order an automatic opening trunk and massaging +seats, or not to order such high-quality products and simply buy his car. + +Add optional products to your quotations +======================================== + +With Odoo Sales, it is possible to add or modify optional products directly on quotations +(under the **Optional Products** tab, as you can see below). + +.. image:: media/optional_products_2.png + :align: center + :class: img-thumbnail + :alt: How to add optional products to your quotations on Odoo Sales + +.. note:: + By clicking on the **Customer Preview** button, you will be able to see what your customers + will have as possibilities after opening a quotation from their received email. + + .. image:: media/optional_products_3.png + :align: center + :class: img-thumbnail + :alt: Preview your quotations on Odoo Sales + +In practice, your customers will be able to add different optional products to their order by +using associated carts, with a user-friendly layout. More than that, if a customer selects all the +optional products suggested, these additional items will automatically fill in the quotation +managed by the salesman. + +.. image:: media/optional_products_4.png + :align: center + :class: img-thumbnail + :alt: How to select optional products on Odoo Sales + +Like this, salespeople will see each movement made by the customer and tracking the order will be +all the better. + +.. image:: media/optional_products_5.png + :align: center + :class: img-thumbnail + :alt: How to follow each movement made by your customers on Odoo Sales + +With Odoo Sales, it is now very easy to understand your customer's needs. + +Add optional products to your quotation templates +================================================= + +Be sure to check out our documentation about :doc:`quote_template` to understand how you can +enable, create, design and manage your own quotation templates before reading this part. + +For quotation templates, you also have an **Optional Products** tab where you can add related +products or services. + +.. image:: media/optional_products_1.png + :align: center + :class: img-thumbnail + :alt: How to add optional products to your quotation templates on Odoo Sales + +.. seealso:: + - :doc:`quote_template` \ No newline at end of file