diff --git a/sales.rst b/sales.rst index d5f42db15..b5d74567a 100644 --- a/sales.rst +++ b/sales.rst @@ -7,8 +7,6 @@ Sales .. toctree:: :titlesonly: - sales/overview - sales/quotation sales/invoicing sales/products_prices sales/sale_ebay diff --git a/sales/overview.rst b/sales/overview.rst deleted file mode 100644 index d789f007a..000000000 --- a/sales/overview.rst +++ /dev/null @@ -1,8 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/main_concepts diff --git a/sales/overview/main_concepts.rst b/sales/overview/main_concepts.rst deleted file mode 100644 index 25876313e..000000000 --- a/sales/overview/main_concepts.rst +++ /dev/null @@ -1,9 +0,0 @@ -============= -Main Concepts -============= - -.. toctree:: - :titlesonly: - - main_concepts/introduction - main_concepts/invoicing \ No newline at end of file diff --git a/sales/overview/main_concepts/introduction.rst b/sales/overview/main_concepts/introduction.rst deleted file mode 100644 index dc6cc4a24..000000000 --- a/sales/overview/main_concepts/introduction.rst +++ /dev/null @@ -1,63 +0,0 @@ -========================== -Introduction to Odoo Sales -========================== - -.. youtube:: VMuCr5_arsY - :align: right - :width: 700 - :height: 394 - -Transcript -========== - -As a sales manager, closing opportunities with Odoo Sales is -really simple. - -I selected a predefined quotation for a new product line offer. -The products, the service details are already in the quotation. -Of course, I can adapt the offer to fit my clients needs. - -The interface is really smooth. I can add references, some -catchy phrases such as closing triggers (*here, you save $500 -if you sign the quote within 15 days*). I have a beautiful and -modern design. This will help me close my opportunities more -easily. - -Plus, reviewing the offer from a mobile phone is easy. -Really easy. The customer got a clear quotation with a -table of content. We can communicate easily. I identified an -upselling opportunity. So, I adapt the offer by adding more -products. When the offer is ready, the customer just needs to sign -it online in just a few clicks. -Odoo Sales is integrated with major shipping services: UPS, Fedex, -USPS and more. The signed offer creates a delivery order automatically. - -That's it, I successfully sold my products in just a few clicks. - -Oh, I also have the transaction and communication history -at my fingertips. It's easy for every stakeholder to know -clearly the past interaction. And any information related -to the transaction. - -- If you want to show information, I would do it from a customer - form, something like: - - - Kanban of customers, click on one customer - - - Click on opportunities, click on quotation - - - Come back to customers (breadcrum) - - - Click on customer statement letter - -Anytime, I can get an in-depth report of my sales activity. -Revenue by salespeople or department. Revenue by category of -product, drill-down to specific products, by quarter or month,... -I like this report: I can add it to my dashboard in just a click. - -Odoo Sales is a powerful, yet easy-to-use app. At first, I used -the sales planner. Thanks to it, I got tips and tricks to boost -my sales performance. - -Try Odoo Sales now and get beautiful quotations, amazing dashboards -and increase your success rate. diff --git a/sales/overview/main_concepts/invoicing.rst b/sales/overview/main_concepts/invoicing.rst deleted file mode 100644 index a4f569c0a..000000000 --- a/sales/overview/main_concepts/invoicing.rst +++ /dev/null @@ -1,100 +0,0 @@ -================================= -Overview of the invoicing process -================================= - -Depending on your business and the application you use, there are -different ways to automate the customer invoice creation in Odoo. -Usually, draft invoices are created by the system (with information -coming from other documents like sales order or contracts) and -accountant just have to validate draft invoices and send the invoices in -batch (by regular mail or email). - -Depending on your business, you may opt for one of the following way to -create draft invoices: - -:menuselection:`Sales Order --> Invoice` ----------------------------------------- - -In most companies, salespeople create quotations that become sales order -once they are validated. Then, draft invoices are created based on the -sales order. You have different options like: - -- Invoice on ordered quantity: invoice the full order before - triggering the delivery order - -- Invoice based on delivered quantity: see next section - -Invoice before delivery is usually used by the eCommerce application -when the customer pays at the order and we deliver afterwards. -(pre-paid) - -For most other use cases, it's recommended to invoice manually. It -allows the salesperson to trigger the invoice on demand with options: -invoice ready to invoice line, invoice a percentage (advance), invoice a -fixed advance. - -This process is good for both services and physical products. - -.. todo:: Read more: *Invoice based on sales orders.* - -:menuselection:`Sales Order --> Delivery --> Invoice` ------------------------------------------------------ - -Retailers and eCommerce usually invoice based on delivered quantity , -instead of sales order. This approach is suitable for businesses where -the quantities you deliver may differs from the ordered quantities: -foods (invoice based on actual Kg). - -This way, if you deliver a partial order, you only invoice for what you -really delivered. If you do back orders (deliver partially and the rest -later), the customer will receive two invoices, one for each delivery -order. - -.. todo:: - Read more: *Invoice based on delivery orders.* - -:menuselection:`Recurring Contracts (subscriptions) --> Invoices` ------------------------------------------------------------------ - -For subscriptions, an invoice is triggered periodically, automatically. -The frequency of the invoicing and the services/products invoiced are -defined on the contract. - -.. todo:: - Read more: *Subscription based invoicing.* - -:menuselection:`eCommerce Order --> Invoice` --------------------------------------------- - -An eCommerce order will also trigger the creation of the invoice when it -is fully paid. If you allow paying orders by check or wire transfer, -Odoo only creates an order and the invoice will be triggered once the -payment is received. - -Creating an invoice manually ----------------------------- - -Users can also create invoices manually without using contracts or a -sales order. It's a recommended approach if you do not need to manage -the sales process (quotations), or the delivery of the products or -services. - -Even if you generate the invoice from a sales order, you may need to -create invoices manually in exceptional use cases: - -- if you need to create a refund - -- If you need to give a discount - -- if you need to change an invoice created from a sales order - -- if you need to invoice something not related to your core business - -Others ------- - -Some specific modules are also able to generate draft invoices: - -- membership: invoice your members every year - -- repairs: invoice your after-sale services diff --git a/sales/quotation.rst b/sales/quotation.rst deleted file mode 100644 index 35a71bf95..000000000 --- a/sales/quotation.rst +++ /dev/null @@ -1,9 +0,0 @@ -========= -Quotation -========= - -.. toctree:: - :titlesonly: - - quotation/setup - quotation/online diff --git a/sales/quotation/online.rst b/sales/quotation/online.rst deleted file mode 100644 index d3753af41..000000000 --- a/sales/quotation/online.rst +++ /dev/null @@ -1,9 +0,0 @@ -================ -Online Quotation -================ - -.. toctree:: - :titlesonly: - - online/creation - diff --git a/sales/quotation/online/creation.rst b/sales/quotation/online/creation.rst deleted file mode 100644 index ebfa9a0cc..000000000 --- a/sales/quotation/online/creation.rst +++ /dev/null @@ -1,63 +0,0 @@ -=========================================== -How to create and edit an online quotation? -=========================================== - -Configuration -============= - -Enable Online Quotations ------------------------- - -To send online quotations, you must first enable online quotations in the Sales app -from :menuselection:`Configuration --> Settings`. Doing so will prompt you to install -the Website app if you haven't already. - -.. image:: media/creation01.png - :align: center - -You can view the online version of each quotation you create after enabling this setting -by selecting **Preview** from the top of the quotation. - -.. image:: media/creation02.png - :align: center - -Edit Your Online Quotations ---------------------------- - -The online quotation page can be edited for each quotation template in the Sales app -via :menuselection:`Configuration --> Quotation Templates`. From within any quotation -template, select **Edit Template** to be taken to the corresponding page of your website. - -.. image:: media/creation03.png - :align: center - -You can add text, images, and structural elements to the quotation page by dragging -and dropping blocks from the pallet on the left sidebar menu. A table of contents -will be automatically generated based on the content you add. - -Advanced descriptions for each product on a quotation are displayed on the online quotation -page. These descriptions are inherited from the product page in your eCommerce Shop, and -can be edited directly on the page through the inline text editor. - -.. image:: media/creation04.png - :align: center - -You can choose to allow payment immediately after the customer validates the quote by selecting -a payment option on the quotation template. - -You can edit the webpage of an individual quotation as you would for any web page by clicking -the **Edit** button. Changes made in this way will only affect the individual quotation. - -Using Online Quotations -======================= - -To share an online quotation with your customer, copy the URL of the online quotation, -then share it with customer. - -.. image:: media/creation05.png - :align: center - -Alternatively, your customer can access their online quotations by logging into your -website through the customer portal. Your customer can accept or reject the quotation, -print it, or negotiate the terms in the chat box. You will also receive a notification -in the chatter within Odoo whenever the customer views the quotation. diff --git a/sales/quotation/online/media/creation01.png b/sales/quotation/online/media/creation01.png deleted file mode 100644 index 8e82b1e24..000000000 Binary files a/sales/quotation/online/media/creation01.png and /dev/null differ diff --git a/sales/quotation/online/media/creation02.png b/sales/quotation/online/media/creation02.png deleted file mode 100644 index f79743bf2..000000000 Binary files a/sales/quotation/online/media/creation02.png and /dev/null differ diff --git a/sales/quotation/online/media/creation03.png b/sales/quotation/online/media/creation03.png deleted file mode 100644 index cab59f6d7..000000000 Binary files a/sales/quotation/online/media/creation03.png and /dev/null differ diff --git a/sales/quotation/online/media/creation04.png b/sales/quotation/online/media/creation04.png deleted file mode 100644 index f2cedc837..000000000 Binary files a/sales/quotation/online/media/creation04.png and /dev/null differ diff --git a/sales/quotation/online/media/creation05.png b/sales/quotation/online/media/creation05.png deleted file mode 100644 index d8cb3e038..000000000 Binary files a/sales/quotation/online/media/creation05.png and /dev/null differ diff --git a/sales/quotation/setup.rst b/sales/quotation/setup.rst deleted file mode 100644 index 600c24914..000000000 --- a/sales/quotation/setup.rst +++ /dev/null @@ -1,11 +0,0 @@ -===== -Setup -===== - -.. toctree:: - :titlesonly: - - setup/first_quote - setup/different_addresses - setup/optional - setup/terms_conditions \ No newline at end of file diff --git a/sales/quotation/setup/different_addresses.rst b/sales/quotation/setup/different_addresses.rst deleted file mode 100644 index b7fc71462..000000000 --- a/sales/quotation/setup/different_addresses.rst +++ /dev/null @@ -1,62 +0,0 @@ -==================================================== -How to use different invoice and delivery addresses? -==================================================== - -Overview -======== - -It is possible to configure different addresses for delivery and -invoicing. This is very useful, because it could happen that your clients -have multiple locations and that the invoice address differs from the -delivery location. - -Configuration -============= - -First, go to the Sales application, then click on -:menuselection:`Configuration --> Settings` and activate the option -**Enable the multiple address configuration from menu**. - -.. image:: media/different_addresses01.png - :align: center - -Set the addresses on the contact form -===================================== - -Invoice and/or shipping addresses and even other addresses are added on -the contact form. To do so, go to the contact application, select the -customer and in the **Contacts & Addresses** tab click on **Create** - -.. image:: media/different_addresses02.png - :align: center - -A new window will open where you can specify the delivery or the invoice -address. - -.. image:: media/different_addresses03.png - :align: center - -Once you validated your addresses, it will appear in the **Contacts & -addresses** tab with distinctive logos. - -.. image:: media/different_addresses04.png - :align: center - -On the quotations and sales orders -================================== - -When you create a new quotation, the option to select an invoice address -and a delivery address is now available. Both addresses will -automatically be filled in when selecting the customer. - -.. image:: media/different_addresses05.png - :align: center - -.. tip:: - Note that you can also create invoice and delivery addresses on - the fly by selecting **Create and edit** in the dropdown menu. - -When printing your sales orders, you'll notice the two addresses. - -.. image:: media/different_addresses06.png - :align: center \ No newline at end of file diff --git a/sales/quotation/setup/first_quote.rst b/sales/quotation/setup/first_quote.rst deleted file mode 100644 index d3af04774..000000000 --- a/sales/quotation/setup/first_quote.rst +++ /dev/null @@ -1,129 +0,0 @@ -================================= -How to create my first quotation? -================================= - -Overview -======== - -Quotations are documents sent to customers to offer an estimated cost -for a particular set of goods or services. The customer can accept the -quotation, in which case the seller will have to issue a sales order, or -refuse it. - -For example, my company sells electronic products and my client -Agrolait showed interest in buying ``3 iPads`` to facilitate their -operations. I would like to send them a quotation for those iPads with -a sales price of ``320 USD`` by iPad with a ``5%`` discount. - -This section will show you how to proceed. - -Configuration -============= - -Install the Sales Management module ------------------------------------ - -In order to be able to issue your first quotation, you'll need to -install the **Sales Management** module from the app module in the Odoo -backend. - -.. image:: media/first_quote01.png - :align: center - -Allow discounts on sales order line ------------------------------------ - -Allowing discounts on quotations is a common sales practice to improve -the chances to convert the prospect into a client. - -In our example, we wanted to grant ``Agrolait`` with a ``5%`` discount on the -sale price. To enable the feature, go into the **Sales** application, select -:menuselection:`Configuration --> Settings` and, under **Quotations and Sales**, tick -**Allow discounts on sales order line** (see picture below) and apply your -changes. - -.. image:: media/first_quote02.png - :align: center - -Create your quotation -===================== - -To create your first quotation, click on :menuselection:`Sales --> Quotations` and -click on **Create**. Then, complete your quotation as follows: - -Customer and Products ---------------------- - -The basic elements to add to any quotation are the customer (the person -you will send your quotation to) and the products you want to sell. From -the quotation view, choose the prospect from the **Customer** drop-down list -and under **Order Lines**, click on **Add an item** and select your product. -Do not forget to manually add the number of items under **Ordered -Quantity** and the discount if applicable. - -.. image:: media/first_quote03.png - :align: center - -If you don't have any customer or product recorded on your Odoo -environment yet, you can create them on the fly directly from your -quotations : - -- To add a new customer, click on the **Customer** drop-down menu and click - on **Create and edit**. In this new window, you will be able to - record all the customer details, such as the address, website, - phone number and person of contact. - -- To add a new product, under **Order line**, click on add an item and on - **Create and Edit** from the drop-down list. You will be able to - record your product information (product type, cost, sale price, - invoicing policy, etc.) along with a picture. - -Taxes ------ - -To parameter taxes, simply go on the taxes section of the product line -and click on **Create and Edit**. Fill in the details (for example if you -are subject to a ``21%`` taxe on your sales, simply fill in the right amount -in percentage) and save. - -.. image:: media/first_quote04.png - :align: center - -Terms and conditions --------------------- - -You can select the expiration date of your quotation and add your -company's terms and conditions directly in your quotation (see picture -below). - -.. image:: media/first_quote05.png - :align: center - -Preview and send quotation -========================== - -If you want to see what your quotation looks like before sending it, -click on the **Print** button (upper left corner). It will give you a -printable PDF version with all your quotation details. - -.. image:: media/first_quote06.png - :align: center - -.. tip:: - Update your company's details (address, website, logo, etc) appearing - on your quotation from the the **Settings** menu on the app switcher, and - on click on the link - :menuselection:`Settings --> General settings --> Configure company data`. - -Click on **Send by email** to automatically send an email to your customer -with the quotation as an attachment. You can adjust the email body -before sending it and even save it as a template if you wish to reuse -it. - -.. image:: media/first_quote07.png - :align: center - -.. seealso:: - * :doc:`../online/creation` - * :doc:`optional` - * :doc:`terms_conditions` \ No newline at end of file diff --git a/sales/quotation/setup/media/different_addresses01.png b/sales/quotation/setup/media/different_addresses01.png deleted file mode 100644 index 409dc65dc..000000000 Binary files a/sales/quotation/setup/media/different_addresses01.png and /dev/null differ diff --git a/sales/quotation/setup/media/different_addresses02.png b/sales/quotation/setup/media/different_addresses02.png deleted file mode 100644 index 61333f8ef..000000000 Binary files a/sales/quotation/setup/media/different_addresses02.png and /dev/null differ diff --git a/sales/quotation/setup/media/different_addresses03.png b/sales/quotation/setup/media/different_addresses03.png deleted file mode 100644 index b21b9a01b..000000000 Binary files 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/dev/null @@ -1,46 +0,0 @@ -================================================ -How to display optional products on a quotation? -================================================ - -Overview -======== - -The use of suggested products is a marketing strategy that attempts -to increase the amount a customer spends once they begin the buying -process. For instance, a customer purchasing a cell phone could be -shown accessories like a protective case, a screen cover, and headset. -In Odoo, a customer can be presented with additional products that are -relevant to their chosen purchase in one of several locations. - -Configuration -============= - -Suggested products can be added to quotations directly, or to the ecommerce -platform via each product form. In order to use suggested products, you will -need to have the **Ecommerce** app installed: - -Quotations ----------- - -To add suggested products to quotations, you must first enable online quotations -in the Sales app from :menuselection:`Configuration --> Settings`. Doing so will -prompt you to install the Website app if you haven't already. - -.. image:: media/optional01.png - :align: center - -You will then be able to add suggested products to your individual quotations and -quotation templates under the **Suggested Products** tab of a quotation. - -.. image:: media/optional02.png - :align: center - -Website Sales -------------- - -You can add suggested products to a product on its product form, under the Website -heading in the **Sales** tab. **Suggested products** will appear on the *product* -page, and **Accessory Products** will appear on the *cart* page prior to checkout. - -.. image:: media/optional06.png - :align: center diff --git a/sales/quotation/setup/terms_conditions.rst b/sales/quotation/setup/terms_conditions.rst deleted file mode 100644 index a6c3463b8..000000000 --- a/sales/quotation/setup/terms_conditions.rst +++ /dev/null @@ -1,42 +0,0 @@ -================================================ -How to link terms and conditions to a quotation? -================================================ - -Overview --------- - -Specifying Terms and Conditions is essential to ensure a good -relationship between customers and sellers. Every seller has to declare -all the formal information which include products and company policy so -customer can read all those terms before committing to anything. - -Thanks to Odoo you can easily include your default terms and conditions -on every quotation, sales order and invoice. - -Let's take the following example: Your company sells water bottles to -restaurants and you would like to add the following standard terms and -conditions on all your quotations: - -*Safe storage of the products of MyCompany is necessary in order to -ensure their quality, MyCompany will not be held accountable in case of -unsafe storage of the products.* - -General terms and conditions ----------------------------- - -General terms and conditions can be specified in the Sales settings. -They will then automatically appear on every sales document from the -quotation to the invoice. - -To specify your Terms and Conditions go into : :menuselection:`Sales --> Configuration --> Settings --> Default Terms and Conditions`. - -.. image:: media/terms_conditions01.png - :align: center - -After saving, your terms and conditions will appear on your new -quotations, sales orders and invoices (in the system but also on your -printed documents). - -.. image:: media/terms_conditions02.png - :align: center -