diff --git a/content/applications/essentials/contacts.rst b/content/applications/essentials/contacts.rst index 27f9bb207..d9c7bcced 100644 --- a/content/applications/essentials/contacts.rst +++ b/content/applications/essentials/contacts.rst @@ -253,7 +253,7 @@ in the main contacts page, but they can still be searched for with the :guilabel the contact is restored. .. seealso:: - - :doc:`Add different addresses in CRM <../sales/sales/send_quotations/different_addresses>` + - :doc:`Add different addresses in CRM <../sales/sales/sales_quotations/different_addresses>` - `Odoo's eLearning Contacts tutorial `_ diff --git a/content/applications/sales/crm/acquire_leads/send_quotes.rst b/content/applications/sales/crm/acquire_leads/send_quotes.rst index e6131c563..77ef8ac5d 100644 --- a/content/applications/sales/crm/acquire_leads/send_quotes.rst +++ b/content/applications/sales/crm/acquire_leads/send_quotes.rst @@ -52,7 +52,7 @@ of the form, and update any missing or incorrect fields: - :guilabel:`Invoice Address`: physical address where the invoice should be sent. - :guilabel:`Delivery Address`: physical address where any products should be delivered. - :guilabel:`Quotation Template`: if applicable, select a pre-configured :doc:`quotation template - ` from this field. + <../../sales/sales_quotations/quote_template>` from this field. - :guilabel:`Expiration`: date when this quotation is no longer valid. - :guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation date of confirmed orders. Note that this field is only visible if :doc:`Developer mode (debug mode) diff --git a/content/applications/sales/sales.rst b/content/applications/sales/sales.rst index 2ef8b4887..c6c8c0b42 100644 --- a/content/applications/sales/sales.rst +++ b/content/applications/sales/sales.rst @@ -16,7 +16,7 @@ deliver and invoice what has been sold. .. toctree:: :titlesonly: - sales/send_quotations + sales/sales_quotations sales/invoicing sales/products_prices sales/amazon_connector diff --git a/content/applications/sales/sales/gelato.rst b/content/applications/sales/sales/gelato.rst index 3f4a81bd0..dac5a90a8 100644 --- a/content/applications/sales/sales/gelato.rst +++ b/content/applications/sales/sales/gelato.rst @@ -144,7 +144,7 @@ Order a Gelato product from Odoo -------------------------------- Once synchronized, Gelato products are available to order in Odoo through :doc:`sales quotations -` or on the **eCommerce** store. Gelato delivery options are automatically +` or on the **eCommerce** store. Gelato delivery options are automatically synchronized upon API and webhook configuration. To add Gelato delivery, click :guilabel:`Add shipping` on the sales order. Select @@ -156,7 +156,7 @@ for fulfillment. Once a sales order is sent from Odoo to Gelato, Gelato processe produces the product at the nearest fulfillment center, and ships it directly to the end-customer. .. seealso:: - :doc:`send_quotations/create_quotations` + :doc:`sales_quotations/create_quotations` .. important:: When creating a sales order for Gelato products in the database, only Gelato products can be diff --git a/content/applications/sales/sales/sales_quotations.rst b/content/applications/sales/sales/sales_quotations.rst new file mode 100644 index 000000000..185e064b7 --- /dev/null +++ b/content/applications/sales/sales/sales_quotations.rst @@ -0,0 +1,139 @@ +:show-content: +:hide-page-toc: + +================ +Sales quotations +================ + +A *sales quotation* or quote is a document sent to a customer that outlines the estimated costs and +terms for goods and services. Once accepted, a quotation can be converted into a sales order, which +serves as the final agreement before delivery and invoicing. + +Sales flow overview +=================== + +Quotations fit into a broader sales flow that connects different stages of customer interactions +from initial interest to payment. + +The typical flow follows these steps: + +#. *Quotation*: A proposal sent to the customer with product details and pricing. +#. *Sales order*: Created automatically when the customer accepts the quotation, confirming the + sale. +#. *Delivery* (if applicable): Products are shipped or services are delivered. +#. *Invoice*: The final bill is issued based on the sales order or delivered products/services. +#. *Payment*: The customer settles the invoice, completing the sales cycle. + +This flow helps businesses track the entire lifecycle of a sale while keeping information consistent +across apps. + +In Odoo, quotations are configured in the **Sales** app. They can also be generated from other apps +as part of the sales workflow: + +- **CRM**: :doc:`Convert opportunities <../crm/acquire_leads/send_quotes>` into quotes to follow up + on potential deals. +- **Helpdesk**: :doc:`Generate quotes from tickets <../../services/helpdesk/advanced/after_sales>` + when offering paid services or products. +- **Subscriptions**: :doc:`Offer recurring services <../subscriptions>` before + starting an automatic billing cycle. + +.. cards:: + + .. card:: Create quotations + :target: sales_quotations/create_quotations + + Create, configure, and send quotations to customers. + + .. card:: Quotation templates + :target: sales_quotations/quote_template + + Configure and use quotation templates to send tailor-fit quotations at a quicker pace. + + .. card:: Optional products + :target: sales_quotations/optional_products + + Offer useful and related products to customers to increase sales. + + .. card:: Online signatures for order confirmations + :target: sales_quotations/get_signature_to_validate + + Customers have the ability to confirm orders via online signatures, directly on sales orders. + + .. card:: Online payment order confirmation + :target: sales_quotations/get_paid_to_validate + + Customers have the ability to confirm orders via online payment, directly on sales orders. + + .. card:: Quotation Deadlines + :target: sales_quotations/deadline + + Set deadlines on quotations to encourage customers to act in a timely manner when + closing business deals. + + .. card:: Deliver orders and invoices to different addresses + :target: sales_quotations/different_addresses + + Specify separate customer delivery and invoicing addresses on quotations. + + .. card:: Product variants on quotations and sales orders + :target: sales_quotations/orders_and_variants + + Add product variants to sales orders to provide additional options for single products. + + .. card:: PDF quote builder + :target: sales_quotations/pdf_quote_builder + + Add custom PDF files to quotations to elevate the document's headers and designs. + +Sales quotations in business deals +================================== + +Sales quotations serve as a key step in the sales process, bridging the gap between a customer's +initial inquiry about goods and services and the final contractual agreement for payment and +delivery. The quotation also provides transparency in pricing, helping both parties negotiate and +finalize the terms before making a commitment. + +Sales quotations play a crucial role in business transactions by defining the scope and cost of what +is being sold to the end-customer; setting clear expectations on pricing, delivery, tax, and +payment terms; and providing a documented stage where the business deal can be negotiated before +agreed upon. + +Key components of a sales quotation +=================================== + +A well-structured sales quotation comprises the following: + +- Quotation number and date: A unique identifier for tracking and reference, as well as the + :doc:`dates of issue and expiration `. In Odoo **Sales** app, the + quotation number is assigned under a standard naming convention once it is confirmed. +- Customer information: Customer name and contact information, as well as + :doc:`invoicing and delivery address `. +- Products and services: Itemized listing of items to be purchased, including quantity, + specifications (as needed), and unit price. +- Payment terms and :doc:`pricelists `: Configured agreements and + rules for the pricing and payment of this particular sales quotation. +- Special pricing: Optional :doc:`discounts and promotional pricing + ` to update and/or modify individual product lines. +- Total cost and currency: Summary totals of product or service and shipping prices, including + relevant taxes. + +In Odoo's **Sales** app, quotations can include additional details and configurations that add +more detail and information, such as :doc:`quotation templates `, +:doc:`subscription plans <../../sales/subscriptions>`, and :doc:`sales team referrer name +`. + +.. image:: sales_quotations/sales-quotation.png + :alt: Unconfirmed sales quotation in Odoo **Sales** app. + +.. toctree:: + :titlesonly: + + sales_quotations/create_quotations + sales_quotations/quote_template + sales_quotations/optional_products + sales_quotations/get_signature_to_validate + sales_quotations/get_paid_to_validate + sales_quotations/deadline + sales_quotations/different_addresses + sales_quotations/orders_and_variants + sales_quotations/pdf_quote_builder diff --git a/content/applications/sales/sales/send_quotations/create_quotations.rst b/content/applications/sales/sales/sales_quotations/create_quotations.rst similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations.rst rename to content/applications/sales/sales/sales_quotations/create_quotations.rst diff --git a/content/applications/sales/sales/send_quotations/create_quotations/other-info-delivery.png b/content/applications/sales/sales/sales_quotations/create_quotations/other-info-delivery.png similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations/other-info-delivery.png rename to content/applications/sales/sales/sales_quotations/create_quotations/other-info-delivery.png diff --git a/content/applications/sales/sales/send_quotations/create_quotations/other-info-invoicing.png b/content/applications/sales/sales/sales_quotations/create_quotations/other-info-invoicing.png similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations/other-info-invoicing.png rename to content/applications/sales/sales/sales_quotations/create_quotations/other-info-invoicing.png diff --git a/content/applications/sales/sales/send_quotations/create_quotations/other-info-sales.png b/content/applications/sales/sales/sales_quotations/create_quotations/other-info-sales.png similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations/other-info-sales.png rename to content/applications/sales/sales/sales_quotations/create_quotations/other-info-sales.png diff --git a/content/applications/sales/sales/send_quotations/create_quotations/other-info-tracking.png b/content/applications/sales/sales/sales_quotations/create_quotations/other-info-tracking.png similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations/other-info-tracking.png rename to content/applications/sales/sales/sales_quotations/create_quotations/other-info-tracking.png diff --git a/content/applications/sales/sales/send_quotations/create_quotations/product-catalog.png b/content/applications/sales/sales/sales_quotations/create_quotations/product-catalog.png similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations/product-catalog.png rename to content/applications/sales/sales/sales_quotations/create_quotations/product-catalog.png diff --git a/content/applications/sales/sales/send_quotations/create_quotations/quotation-form.png b/content/applications/sales/sales/sales_quotations/create_quotations/quotation-form.png similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations/quotation-form.png rename to content/applications/sales/sales/sales_quotations/create_quotations/quotation-form.png diff --git a/content/applications/sales/sales/send_quotations/create_quotations/quotations-dashboard.png b/content/applications/sales/sales/sales_quotations/create_quotations/quotations-dashboard.png similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations/quotations-dashboard.png rename to content/applications/sales/sales/sales_quotations/create_quotations/quotations-dashboard.png diff --git a/content/applications/sales/sales/send_quotations/create_quotations/quotations-orders-section.png b/content/applications/sales/sales/sales_quotations/create_quotations/quotations-orders-section.png similarity index 100% rename from content/applications/sales/sales/send_quotations/create_quotations/quotations-orders-section.png rename to content/applications/sales/sales/sales_quotations/create_quotations/quotations-orders-section.png diff --git a/content/applications/sales/sales/send_quotations/deadline.rst b/content/applications/sales/sales/sales_quotations/deadline.rst similarity index 97% rename from content/applications/sales/sales/send_quotations/deadline.rst rename to content/applications/sales/sales/sales_quotations/deadline.rst index e5774db06..6f8f26541 100644 --- a/content/applications/sales/sales/send_quotations/deadline.rst +++ b/content/applications/sales/sales/sales_quotations/deadline.rst @@ -53,4 +53,4 @@ automatically calculated, based on the number of days designated above. However, overwritten before sending the quotation to the customer. .. seealso:: - :doc:`/applications/sales/sales/send_quotations/quote_template` + :doc:`quote_template` diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expiration-field.png b/content/applications/sales/sales/sales_quotations/deadline/quotation-deadlines-expiration-field.png similarity index 100% rename from content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expiration-field.png rename to content/applications/sales/sales/sales_quotations/deadline/quotation-deadlines-expiration-field.png diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expires-after.png b/content/applications/sales/sales/sales_quotations/deadline/quotation-deadlines-expires-after.png similarity index 100% rename from content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-expires-after.png rename to content/applications/sales/sales/sales_quotations/deadline/quotation-deadlines-expires-after.png diff --git a/content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-preview.png b/content/applications/sales/sales/sales_quotations/deadline/quotation-deadlines-preview.png similarity index 100% rename from content/applications/sales/sales/send_quotations/deadline/quotation-deadlines-preview.png rename to content/applications/sales/sales/sales_quotations/deadline/quotation-deadlines-preview.png diff --git a/content/applications/sales/sales/send_quotations/different_addresses.rst b/content/applications/sales/sales/sales_quotations/different_addresses.rst similarity index 100% rename from content/applications/sales/sales/send_quotations/different_addresses.rst rename to content/applications/sales/sales/sales_quotations/different_addresses.rst diff --git a/content/applications/sales/sales/send_quotations/different_addresses/contact-form-add-address.png b/content/applications/sales/sales/sales_quotations/different_addresses/contact-form-add-address.png similarity index 100% rename from content/applications/sales/sales/send_quotations/different_addresses/contact-form-add-address.png rename to content/applications/sales/sales/sales_quotations/different_addresses/contact-form-add-address.png diff --git a/content/applications/sales/sales/send_quotations/different_addresses/create-contact-window.png b/content/applications/sales/sales/sales_quotations/different_addresses/create-contact-window.png similarity index 100% rename from content/applications/sales/sales/send_quotations/different_addresses/create-contact-window.png rename to content/applications/sales/sales/sales_quotations/different_addresses/create-contact-window.png diff --git a/content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png b/content/applications/sales/sales/sales_quotations/different_addresses/customer-addresses-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/different_addresses/customer-addresses-setting.png rename to content/applications/sales/sales/sales_quotations/different_addresses/customer-addresses-setting.png diff --git a/content/applications/sales/sales/send_quotations/different_addresses/quotation-address-autopopulate.png b/content/applications/sales/sales/sales_quotations/different_addresses/quotation-address-autopopulate.png similarity index 100% rename from content/applications/sales/sales/send_quotations/different_addresses/quotation-address-autopopulate.png rename to content/applications/sales/sales/sales_quotations/different_addresses/quotation-address-autopopulate.png diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate.rst b/content/applications/sales/sales/sales_quotations/get_paid_to_validate.rst similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate.rst rename to content/applications/sales/sales/sales_quotations/get_paid_to_validate.rst diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/accept-and-pay-button.png b/content/applications/sales/sales/sales_quotations/get_paid_to_validate/accept-and-pay-button.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate/accept-and-pay-button.png rename to content/applications/sales/sales/sales_quotations/get_paid_to_validate/accept-and-pay-button.png diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation-template.png b/content/applications/sales/sales/sales_quotations/get_paid_to_validate/online-payment-option-quotation-template.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation-template.png rename to content/applications/sales/sales/sales_quotations/get_paid_to_validate/online-payment-option-quotation-template.png diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation.png b/content/applications/sales/sales/sales_quotations/get_paid_to_validate/online-payment-option-quotation.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-option-quotation.png rename to content/applications/sales/sales/sales_quotations/get_paid_to_validate/online-payment-option-quotation.png diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-setting.png b/content/applications/sales/sales/sales_quotations/get_paid_to_validate/online-payment-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate/online-payment-setting.png rename to content/applications/sales/sales/sales_quotations/get_paid_to_validate/online-payment-setting.png diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-confirmation-notification-chatter.png b/content/applications/sales/sales/sales_quotations/get_paid_to_validate/payment-confirmation-notification-chatter.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-confirmation-notification-chatter.png rename to content/applications/sales/sales/sales_quotations/get_paid_to_validate/payment-confirmation-notification-chatter.png diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-providers-page.png b/content/applications/sales/sales/sales_quotations/get_paid_to_validate/payment-providers-page.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate/payment-providers-page.png rename to content/applications/sales/sales/sales_quotations/get_paid_to_validate/payment-providers-page.png diff --git a/content/applications/sales/sales/send_quotations/get_paid_to_validate/validate-order-pay-with.png b/content/applications/sales/sales/sales_quotations/get_paid_to_validate/validate-order-pay-with.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_paid_to_validate/validate-order-pay-with.png rename to content/applications/sales/sales/sales_quotations/get_paid_to_validate/validate-order-pay-with.png diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst b/content/applications/sales/sales/sales_quotations/get_signature_to_validate.rst similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate.rst rename to content/applications/sales/sales/sales_quotations/get_signature_to_validate.rst diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/sign-and-pay-button.png b/content/applications/sales/sales/sales_quotations/get_signature_to_validate/sign-and-pay-button.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate/sign-and-pay-button.png rename to content/applications/sales/sales/sales_quotations/get_signature_to_validate/sign-and-pay-button.png diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-feature-quotation-template.png b/content/applications/sales/sales/sales_quotations/get_signature_to_validate/signature-feature-quotation-template.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-feature-quotation-template.png rename to content/applications/sales/sales/sales_quotations/get_signature_to_validate/signature-feature-quotation-template.png diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png b/content/applications/sales/sales/sales_quotations/get_signature_to_validate/signature-other-info-tab.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png rename to content/applications/sales/sales/sales_quotations/get_signature_to_validate/signature-other-info-tab.png diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-setting.png b/content/applications/sales/sales/sales_quotations/get_signature_to_validate/signature-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-setting.png rename to content/applications/sales/sales/sales_quotations/get_signature_to_validate/signature-setting.png diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/validate-order-popup.png b/content/applications/sales/sales/sales_quotations/get_signature_to_validate/validate-order-popup.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate/validate-order-popup.png rename to content/applications/sales/sales/sales_quotations/get_signature_to_validate/validate-order-popup.png diff --git a/content/applications/sales/sales/send_quotations/optional_products.rst b/content/applications/sales/sales/sales_quotations/optional_products.rst similarity index 100% rename from content/applications/sales/sales/send_quotations/optional_products.rst rename to content/applications/sales/sales/sales_quotations/optional_products.rst diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional-products-checkout.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-checkout.png similarity index 100% rename from content/applications/sales/sales/send_quotations/optional_products/optional-products-checkout.png rename to content/applications/sales/sales/sales_quotations/optional_products/optional-products-checkout.png diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional-products-tab-quotation-template.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab-quotation-template.png similarity index 100% rename from content/applications/sales/sales/send_quotations/optional_products/optional-products-tab-quotation-template.png rename to content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab-quotation-template.png diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional-products-tab.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab.png similarity index 100% rename from content/applications/sales/sales/send_quotations/optional_products/optional-products-tab.png rename to content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab.png diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants.rst b/content/applications/sales/sales/sales_quotations/orders_and_variants.rst similarity index 100% rename from content/applications/sales/sales/send_quotations/orders_and_variants.rst rename to content/applications/sales/sales/sales_quotations/orders_and_variants.rst diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/attributes-variants-tab-selection-options.png b/content/applications/sales/sales/sales_quotations/orders_and_variants/attributes-variants-tab-selection-options.png similarity index 100% rename from content/applications/sales/sales/send_quotations/orders_and_variants/attributes-variants-tab-selection-options.png rename to content/applications/sales/sales/sales_quotations/orders_and_variants/attributes-variants-tab-selection-options.png diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/choose-product-variants-popup.png b/content/applications/sales/sales/sales_quotations/orders_and_variants/choose-product-variants-popup.png similarity index 100% rename from content/applications/sales/sales/send_quotations/orders_and_variants/choose-product-variants-popup.png rename to content/applications/sales/sales/sales_quotations/orders_and_variants/choose-product-variants-popup.png diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-order-lines-tab.png b/content/applications/sales/sales/sales_quotations/orders_and_variants/order-grid-entry-order-lines-tab.png similarity index 100% rename from content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-order-lines-tab.png rename to content/applications/sales/sales/sales_quotations/orders_and_variants/order-grid-entry-order-lines-tab.png diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-setting.png b/content/applications/sales/sales/sales_quotations/orders_and_variants/order-grid-entry-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/orders_and_variants/order-grid-entry-setting.png rename to content/applications/sales/sales/sales_quotations/orders_and_variants/order-grid-entry-setting.png diff --git a/content/applications/sales/sales/send_quotations/orders_and_variants/product-configurator-window.png b/content/applications/sales/sales/sales_quotations/orders_and_variants/product-configurator-window.png similarity index 100% rename from content/applications/sales/sales/send_quotations/orders_and_variants/product-configurator-window.png rename to content/applications/sales/sales/sales_quotations/orders_and_variants/product-configurator-window.png diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder.rst b/content/applications/sales/sales/sales_quotations/pdf_quote_builder.rst similarity index 99% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder.rst rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder.rst index 1641e749d..8eb91f5ff 100644 --- a/content/applications/sales/sales/send_quotations/pdf_quote_builder.rst +++ b/content/applications/sales/sales/sales_quotations/pdf_quote_builder.rst @@ -271,4 +271,4 @@ product PDF that was set to be visible inside the quote, can be viewed and print for added reference. .. seealso:: - - :doc:`/applications/sales/sales/send_quotations/quote_template` + - :doc:`quote_template` diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/blank-document-form.png b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/blank-document-form.png similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/blank-document-form.png rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/blank-document-form.png diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/document-form-uploaded-pdf.png b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/document-form-uploaded-pdf.png similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/document-form-uploaded-pdf.png rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/document-form-uploaded-pdf.png diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/documents-smart-button.png b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/documents-smart-button.png similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/documents-smart-button.png rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/documents-smart-button.png diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/drop-down-print-pdf.png b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/drop-down-print-pdf.png similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/drop-down-print-pdf.png rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/drop-down-print-pdf.png diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/pdf-inside-quote-sample.png b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/pdf-inside-quote-sample.png similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/pdf-inside-quote-sample.png rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/pdf-inside-quote-sample.png diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/pdf-quote-builder-sample.png b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/pdf-quote-builder-sample.png similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/pdf-quote-builder-sample.png rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/pdf-quote-builder-sample.png diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/pdfquotebuilderexamples.zip b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/pdfquotebuilderexamples.zip similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/pdfquotebuilderexamples.zip rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/pdfquotebuilderexamples.zip diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/sample_quotation.pdf b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/sample_quotation.pdf similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/sample_quotation.pdf rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/sample_quotation.pdf diff --git a/content/applications/sales/sales/send_quotations/pdf_quote_builder/show-product-page.png b/content/applications/sales/sales/sales_quotations/pdf_quote_builder/show-product-page.png similarity index 100% rename from content/applications/sales/sales/send_quotations/pdf_quote_builder/show-product-page.png rename to content/applications/sales/sales/sales_quotations/pdf_quote_builder/show-product-page.png diff --git a/content/applications/sales/sales/send_quotations/quote_template.rst b/content/applications/sales/sales/sales_quotations/quote_template.rst similarity index 100% rename from content/applications/sales/sales/send_quotations/quote_template.rst rename to content/applications/sales/sales/sales_quotations/quote_template.rst diff --git a/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png b/content/applications/sales/sales/sales_quotations/quote_template/blank-quotation-form.png similarity index 100% rename from content/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png rename to content/applications/sales/sales/sales_quotations/quote_template/blank-quotation-form.png diff --git a/content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png b/content/applications/sales/sales/sales_quotations/quote_template/cancel-quotations.png similarity index 100% rename from content/applications/sales/sales/send_quotations/quote_template/cancel-quotations.png rename to content/applications/sales/sales/sales_quotations/quote_template/cancel-quotations.png diff --git a/content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png b/content/applications/sales/sales/sales_quotations/quote_template/create-confirmation-mail-popup.png similarity index 100% rename from content/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png rename to content/applications/sales/sales/sales_quotations/quote_template/create-confirmation-mail-popup.png diff --git a/content/applications/sales/sales/send_quotations/quote_template/optional-products-on-sales-order.png b/content/applications/sales/sales/sales_quotations/quote_template/optional-products-on-sales-order.png similarity index 100% rename from content/applications/sales/sales/send_quotations/quote_template/optional-products-on-sales-order.png rename to content/applications/sales/sales/sales_quotations/quote_template/optional-products-on-sales-order.png diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotation-templates-page.png b/content/applications/sales/sales/sales_quotations/quote_template/quotation-templates-page.png similarity index 100% rename from content/applications/sales/sales/send_quotations/quote_template/quotation-templates-page.png rename to content/applications/sales/sales/sales_quotations/quote_template/quotation-templates-page.png diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-preview.png b/content/applications/sales/sales/sales_quotations/quote_template/quotations-templates-preview.png similarity index 100% rename from content/applications/sales/sales/send_quotations/quote_template/quotations-templates-preview.png rename to content/applications/sales/sales/sales_quotations/quote_template/quotations-templates-preview.png diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png b/content/applications/sales/sales/sales_quotations/quote_template/quotations-templates-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png rename to content/applications/sales/sales/sales_quotations/quote_template/quotations-templates-setting.png diff --git a/content/applications/sales/sales/sales_quotations/sales-quotation.png b/content/applications/sales/sales/sales_quotations/sales-quotation.png new file mode 100644 index 000000000..3c18e7c7f Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/sales-quotation.png differ diff --git a/content/applications/sales/sales/send_quotations.rst b/content/applications/sales/sales/send_quotations.rst deleted file mode 100644 index fbd40b102..000000000 --- a/content/applications/sales/sales/send_quotations.rst +++ /dev/null @@ -1,18 +0,0 @@ -:nosearch: - -=============== -Send Quotations -=============== - -.. toctree:: - :titlesonly: - - send_quotations/create_quotations - send_quotations/quote_template - send_quotations/optional_products - send_quotations/get_signature_to_validate - send_quotations/get_paid_to_validate - send_quotations/deadline - send_quotations/different_addresses - send_quotations/orders_and_variants - send_quotations/pdf_quote_builder diff --git a/content/applications/sales/subscriptions/plans.rst b/content/applications/sales/subscriptions/plans.rst index 5de873500..e09b65c2c 100644 --- a/content/applications/sales/subscriptions/plans.rst +++ b/content/applications/sales/subscriptions/plans.rst @@ -3,7 +3,7 @@ Subscription plans ================== *Subscription plans* are :doc:`quotation templates -` used to preconfigure quotations with +<../sales/sales_quotations/quote_template>` used to preconfigure quotations with subscription products. Use subscription plans to quickly create subscription orders. Configure subscription plans diff --git a/content/applications/sales/subscriptions/renewals.rst b/content/applications/sales/subscriptions/renewals.rst index e71405412..0487109aa 100644 --- a/content/applications/sales/subscriptions/renewals.rst +++ b/content/applications/sales/subscriptions/renewals.rst @@ -41,8 +41,8 @@ Quotation*. .. seealso:: For more information on the above process of confirming quotations and invoicing payments, see: - - :doc:`../sales/send_quotations/create_quotations` - - :doc:`../sales/send_quotations/get_paid_to_validate` + - :doc:`../sales/sales_quotations/create_quotations` + - :doc:`../sales/sales_quotations/get_paid_to_validate` Once the payment from the subscription quotation is confirmed, the quotation turns into a sales order. An :guilabel:`In Progress` tag is applied to the sales order form, and a series of buttons diff --git a/redirects/18.0.txt b/redirects/18.0.txt index e64040eac..05850ea09 100644 --- a/redirects/18.0.txt +++ b/redirects/18.0.txt @@ -11,3 +11,15 @@ content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst co # applications/inventory_and_mrp applications/inventory_and_mrp/purchase/products/uom.rst applications/inventory_and_mrp/inventory/product_management/configure/uom.rst + +# applications/sales + +applications/sales/sales/send_quotations.rst applications/sales/sales/sales_quotations.rst # sales/send_quotations --> sales/sales_quotations +applications/sales/sales/send_quotations/create_quotations.rst applications/sales/sales/sales_quotations/create_quotations.rst # sales/send_quotations/* --> sales/sales_quotations/* +applications/sales/sales/send_quotations/deadline.rst applications/sales/sales/sales_quotations/deadline.rst # sales/send_quotations/* --> sales/sales_quotations/* +applications/sales/sales/send_quotations/get_paid_to_validate.rst applications/sales/sales/sales_quotations/get_paid_to_validate.rst # sales/send_quotations/* --> sales/sales_quotations/* +applications/sales/sales/send_quotations/get_signature_to_validate.rst applications/sales/sales/sales_quotations/get_signature_to_validate.rst # sales/send_quotations/* --> sales/sales_quotations/* +applications/sales/sales/send_quotations/optional_products.rst applications/sales/sales/sales_quotations/optional_products.rst # sales/send_quotations/* --> sales/sales_quotations/* +applications/sales/sales/send_quotations/orders_and_variants.rst applications/sales/sales/sales_quotations/orders_and_variants.rst # sales/send_quotations/* --> sales/sales_quotations/* +applications/sales/sales/send_quotations/pdf_quote_builder.rst applications/sales/sales/sales_quotations/pdf_quote_builder.rst # sales/send_quotations/* --> sales/sales_quotations/* +applications/sales/sales/send_quotations/quote_template.rst applications/sales/sales/sales_quotations/quote_template.rst # sales/send_quotations/* --> sales/sales_quotations/*