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sales section changes
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mga-odoo committed Sep 1, 2018
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.. index::
single: Online customer approval on quotation

==================================================================
How to get customer approval on quotation through customer portal?
==================================================================
=======================================================
Ask your customer to approve a quotation through portal
=======================================================

Video
-----
Access the video at https://www.youtube.com/watch?v=IEl0v3968kk

.. raw:: html
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.. index::
single: Online approval and payment on order

===============================================================
How to get online payment on quotation through customer portal?
===============================================================
===================================================================
Ask your customer to pay online payment on quotation through portal
===================================================================

Video
-----
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Expand Up @@ -17,7 +17,7 @@ Configuration
-------------
Activate the Shipping Costs feature form ``Sales / Configuration / Settings``.

.. image:: images/chapter_02_21.png
.. image:: ../images/chapter_02_21.png
:alt: Shipping Costs Configuration
:align: center

Expand All @@ -28,22 +28,22 @@ Setup the delivery charges
Let's assume that you deliver the product to your customer through postal service and the service changres you based on weight.
Postal service deliver to all over the USA at $20 fixed rates if the weight upto 1kg, when weight is above 1kg, they charge $8 for every 1kg.

.. image:: images/chapter_02_22.png
.. image:: ../images/chapter_02_22.png
:alt: Delivery Cost Grid
:align: center

Goto ``Sales / Configure / Delivery Methods`` and create a new method *Postal Delivery*,
select *Based on Rule* for **Provide** as the delivery cost is based on the weight and create a two rules.

.. image:: images/chapter_02_23.png
.. image:: ../images/chapter_02_23.png
:alt: Delivery Rules
:align: center

Setup product weight
~~~~~~~~~~~~~~~~~~~~
Do not forget to add the correct product weight while creating the products.

.. image:: images/chapter_02_24.png
.. image:: ../images/chapter_02_24.png
:alt: Product Weight
:align: center

Expand All @@ -55,7 +55,7 @@ You can now choose the Delivery Method on your sale order.
If you want to invoice the price of the delivery charge on the sale order, click on Set price,
it will add a line with the name of the delivery method as a product.

.. image:: images/chapter_02_25.png
.. image:: ../images/chapter_02_25.png
:alt: Product Weight
:align: center

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Expand Up @@ -18,7 +18,7 @@ Configuration
-------------
Activate the Shipping Costs feature form ``Sales / Configuration / Settings``.

.. image:: images/chapter_02_21.png
.. image:: ../images/chapter_02_21.png
:alt: Sales Settings
:align: center

Expand All @@ -28,7 +28,7 @@ Setup the delivery charges
~~~~~~~~~~~~~~~~~~~~~~~~~~
Let's assume that you deliver the product at fixed $50 and you deliver for free when total order value is more than $2000.

.. image:: images/chapter_02_26.png
.. image:: ../images/chapter_02_26.png
:alt: Delivery Cost Grid
:align: center

Expand All @@ -41,7 +41,7 @@ Setup product price
~~~~~~~~~~~~~~~~~~~
Do not forget to add the correct product price when creating the products.

.. image:: images/chapter_02_27.png
.. image:: ../images/chapter_02_27.png
:alt: Product Weight
:align: center

Expand All @@ -51,7 +51,7 @@ You can now choose the Delivery Method on your sale order.
If you want to invoice the price of the delivery charge on the sale order, click on Set price,
it will add a line with the name of the delivery method as a product.

.. image:: images/chapter_02_28.png
.. image:: ../images/chapter_02_28.png
:alt: Product Weight
:align: center

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77 changes: 36 additions & 41 deletions docs/sales/index.rst
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Expand Up @@ -13,91 +13,86 @@ Sales Quotation
.. toctree::
:maxdepth: 1

create_my_first_quotation
send_quotation_by_email.rst
change_your_quotation_layout.rst
set_default_terms_and_conditions.rst
apply_default_tax.rst
sections_on_sales_orders.rst
./quotation/create_my_first_quotation
./quotation/send_quotation_by_email.rst
./quotation/change_your_quotation_layout.rst
./quotation/set_default_terms_and_conditions.rst
./quotation/apply_default_tax.rst
./quotation/sections_on_sales_orders.rst
./quotation/compute_sales_margin.rst

Quotation Template
------------------
.. toctree::
:maxdepth: 1

quick_create_quotation_using_quotation_template.rst
increase_your_sales_with_suggested_products.rst
online_customer_approval_on_quotation.rst
online_customer_approval_and_payment_on_quotation.rst
./quotation_template/quick_create_quotation_using_quotation_template.rst
./quotation_template/increase_your_sales_with_suggested_products.rst
./quotation_template/online_customer_approval_on_quotation.rst
./quotation_template/online_customer_approval_and_payment_on_quotation.rst

Product and Pricing
-------------------
Discounts and Pricelist
-----------------------
.. toctree::
:maxdepth: 1

apply_manual_discount.rst
adapt_price_based_on_customer_segment.rst
adapt_price_based_on_customer_location.rst
compute_and_apply_discount_from_pricelist.rst
./pricelist_discount/apply_manual_discount.rst
./pricelist_discount/adapt_price_based_on_customer_segment.rst
./pricelist_discount/adapt_price_based_on_customer_location.rst
./pricelist_discount/compute_and_apply_discount_from_pricelist.rst
../inventory/inventory_costing/average_costing.rst
product_price_per_company.rst

Sales Margin
------------
.. toctree::
:maxdepth: 1

compute_sales_margin.rst
./pricelist_discount/product_price_per_company.rst

Unit of Measure
---------------
.. toctree::
:maxdepth: 1

product_unit_of_measure.rst
pricelist_for_uom.rst
./unit_of_measure/product_unit_of_measure.rst
./unit_of_measure/pricelist_for_uom.rst
./unit_of_measure/product_packaging.rst

Product and Tax
---------------
.. toctree::
:maxdepth: 1

price_including_tax.rst
price_including_tax_and_excluding_tax.rst
./product_tax/price_including_tax.rst
./product_tax/price_including_tax_and_excluding_tax.rst

Invoicing
---------
.. toctree::
:maxdepth: 1

pro-forma.rst
invoice_on_order_qty.rst
invoice_on_deliver_qty.rst
credit_note_from_order.rst
single_order_for_multiple_orders.rst
./invoicing/pro-forma.rst
./invoicing/invoice_on_order_qty.rst
./invoicing/invoice_on_deliver_qty.rst
./invoicing/credit_note_from_order.rst
./invoicing/single_order_for_multiple_orders.rst

Delivery Charges
----------------
.. toctree::
:maxdepth: 1

free_delivery.rst
delivery_based_on_weight.rst
./delivery/free_delivery.rst
./delivery/delivery_based_on_weight.rst

Manage Inventory
----------------
.. toctree::
:maxdepth: 1

make_to_order.rst
./inventory/make_to_order.rst

Service Product
---------------
.. toctree::
:maxdepth: 1

invoice_milestones.rst
invoice_based_on_timesheet.rst
./service/invoice_milestones.rst
./service/invoice_based_on_timesheet.rst

Subscription
------------
Expand All @@ -113,6 +108,6 @@ Customer Portal
.. toctree::
:maxdepth: 1

online_approval.rst
online_payment.rst
confirm_and_pay_online.rst
./customer_portal/online_approval.rst
./customer_portal/online_payment.rst
./customer_portal/confirm_and_pay_online.rst
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.. index::
single: Sales that create purchase order

=======================================================
How to trigger the purchase of products based on sales?
=======================================================
=========================================================
Create a purchase order for products based on sales order
=========================================================

Video
-----
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.. index::
single: Single invoice form multiple sale orders

========================================================
How to create single invoice from multiple sales orders?
========================================================
================================================
Create single invoice from multiple sales orders
================================================

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-----
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Expand Up @@ -160,26 +160,17 @@ Access the video at https://www.youtube.com/watch?v=YMXc4W5cHNg


.. |image0| image:: static/price_based_on_customer/media/image15.png
:width: 6.5in
:height: 2.76389in

.. |image1| image:: static/price_based_on_customer/media/image9.png
:width: 6.5in
:height: 2.72222in

.. |image2| image:: static/price_based_on_customer/media/image13.png
:width: 6.5in
:height: 2.18056in

.. |image3| image:: static/price_based_on_customer/media/image11.png
:width: 6.5in
:height: 2.80556in

.. |image4| image:: static/price_based_on_customer/media/image16.png
:width: 6.5in
:height: 4.02778in

.. |image5| image:: static/price_based_on_customer/media/image8.png
:width: 6.5in
:height: 3.04167in

.. |image6| image:: static/price_based_on_customer/media/image10.png
:width: 6.5in
:height: 2.34722in

.. |image7| image:: static/price_based_on_customer/media/image14.png
:width: 6.5in
:height: 3.02778in
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Expand Up @@ -122,14 +122,9 @@ Access the video at https://www.youtube.com/watch?v=MKStY2Tt1l0
</div>

.. |image0| image:: static/price_based_on_currency/media/image7.png
:width: 6.5in
:height: 2.72222in

.. |image1| image:: static/price_based_on_currency/media/image3.png
:width: 6.5in
:height: 2.80556in

.. |image2| image:: static/price_based_on_currency/media/image8.png
:width: 6.5in
:height: 3.77778in

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:width: 6.5in
:height: 3.02778in
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Expand Up @@ -75,8 +75,5 @@ Access the video at https://www.youtube.com/watch?v=tq3e17Ccjxk
</div>

.. |image0| image:: static/apply_manual_discount/media/image4.png
:width: 6.5in
:height: 2.11111in

.. |image1| image:: static/apply_manual_discount/media/image2.png
:width: 6.5in
:height: 2.88889in
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Expand Up @@ -122,14 +122,9 @@ Access the video at https://www.youtube.com/watch?v=J41EpiT0a5g
</div>

.. |image0| image:: static/compute_and_apply_discount_from_pricelist/media/image6.png
:width: 6.5in
:height: 3.09722in

.. |image1| image:: static/compute_and_apply_discount_from_pricelist/media/image7.png
:width: 6.5in
:height: 2.80556in

.. |image2| image:: static/compute_and_apply_discount_from_pricelist/media/image8.png
:width: 6.5in
:height: 4.02778in

.. |image3| image:: static/compute_and_apply_discount_from_pricelist/media/image5.png
:width: 6.5in
:height: 3.02778in
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single: Tax Included in Price
single: Business to Customer Prices (Tax included)

=============================================================
How to manage prices for Business to Customer (tax included)?
=============================================================
=====================================================
Manage prices for Business to Customer (tax included)
=====================================================

Video
-----
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single: Tax Included in Price
single: Tax Excluded from Price

===========================================================================
How to manage product prices for B2B (tax excluded) and B2C (tax included)?
===========================================================================
===================================================================
Manage product prices for B2B (tax excluded) and B2C (tax included)
===================================================================

Video
-----
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Expand Up @@ -57,11 +57,7 @@ Access the video at https://www.youtube.com/watch?v=tq3e17Ccjxk


.. |image0| image:: static/apply_default_tax/media/image6.png
:width: 6.5in
:height: 1.91667in

.. |image1| image:: static/apply_default_tax/media/image5.png
:width: 6.5in
:height: 2.02778in

.. |image2| image:: static/apply_default_tax/media/image3.png
:width: 6.5in
:height: 2.63889in
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Expand Up @@ -43,8 +43,5 @@ configuration, now your quotation will be printed with the new layout.
|image1|

.. |image0| image:: static/change_your_quotatio_layout/media/image4.png
:width: 6.5in
:height: 2.26389in

.. |image1| image:: static/change_your_quotatio_layout/media/image2.png
:width: 4.71943in
:height: 6.11979in

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