diff --git a/sales/send_quotations.rst b/sales/send_quotations.rst index 6c691d9a5..2c5ffaa7e 100644 --- a/sales/send_quotations.rst +++ b/sales/send_quotations.rst @@ -6,3 +6,4 @@ Send Quotations :titlesonly: send_quotations/quote_template + send_quotations/optional_items diff --git a/sales/send_quotations/media/optional_items01.png b/sales/send_quotations/media/optional_items01.png new file mode 100644 index 000000000..d0ee5ee06 Binary files /dev/null and b/sales/send_quotations/media/optional_items01.png differ diff --git a/sales/send_quotations/media/optional_items02.png b/sales/send_quotations/media/optional_items02.png new file mode 100644 index 000000000..9b40ff9ca Binary files /dev/null and b/sales/send_quotations/media/optional_items02.png differ diff --git a/sales/send_quotations/media/optional_items03.png b/sales/send_quotations/media/optional_items03.png new file mode 100644 index 000000000..690b100e4 Binary files /dev/null and b/sales/send_quotations/media/optional_items03.png differ diff --git a/sales/send_quotations/media/optional_items04.png b/sales/send_quotations/media/optional_items04.png new file mode 100644 index 000000000..b812d1764 Binary files /dev/null and b/sales/send_quotations/media/optional_items04.png differ diff --git a/sales/send_quotations/media/optional_items05.png b/sales/send_quotations/media/optional_items05.png new file mode 100644 index 000000000..d31a9ec7c Binary files /dev/null and b/sales/send_quotations/media/optional_items05.png differ diff --git a/sales/send_quotations/optional_items.rst b/sales/send_quotations/optional_items.rst new file mode 100644 index 000000000..f9167de32 --- /dev/null +++ b/sales/send_quotations/optional_items.rst @@ -0,0 +1,50 @@ +=========================================== +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*. + +.. TODO You can find documentation about it here https://docs.google.com/document/u/1/d/11UaYJ0k67dA2p-ExPAYqZkBNaRcpnItCyIdO6udgyOY/edit?usp=drive_web&ouid=104638657716670524342 + +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