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[IMP] Sales - Update optional_products.rst
closes #4404 Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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content/applications/sales/sales/send_quotations/optional_products.rst
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===================== | ||
Add optional products | ||
===================== | ||
================= | ||
Optional products | ||
================= | ||
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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. | ||
The use of optional products is a marketing strategy that involves the cross-selling of products | ||
along with a core product. The aim is to offer useful and related products to customers, which may | ||
result in an increased sale. | ||
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Add optional products to your quotations | ||
======================================== | ||
For instance, if a customer wants to buy a car, they have the choice to order massaging seats, as | ||
well, or ignore the offer and simply buy the car. Presenting the choice to purchase optional | ||
products enhances the customer experience. | ||
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Optional products on quotations | ||
=============================== | ||
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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). | ||
With the Odoo *Sales* application, it is possible to add or modify optional products directly on | ||
quotations by navigating to the :guilabel:`Optional Products` tab on a quotation form. | ||
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.. image:: optional_products/optional_products_2.png | ||
.. image:: optional_products/optional-products-tab.png | ||
:align: center | ||
:class: img-thumbnail | ||
:alt: How to add optional products to your quotations on Odoo Sales | ||
:alt: How to add optional products to your quotations on Odoo Sales. | ||
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.. 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. | ||
.. tip:: | ||
Click the :guilabel:`Customer Preview` button to reveal a preview of the quotation customers | ||
would receive via email, along with the optional products they have a chance of adding to their | ||
order. | ||
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.. image:: optional_products/optional_products_3.png | ||
.. image:: optional_products/optional-products-checkout.png | ||
:align: center | ||
:class: img-thumbnail | ||
:alt: Preview your quotations on Odoo Sales | ||
:alt: Preview your quotations on Odoo Sales. | ||
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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. | ||
In practice, customers are able to add different optional products to an order by clicking the | ||
:guilabel:`🛒 (shopping cart)` icon, located to the right of the optional product line. If a | ||
customer selects all the optional products suggested, these additional items are automatically | ||
filled in on the quotation that is managed by the salesperson. | ||
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.. image:: optional_products/optional_products_4.png | ||
.. image:: optional_products/optional-products-add-to-cart.png | ||
:align: center | ||
:class: img-thumbnail | ||
:alt: How to select optional products on Odoo Sales | ||
:alt: How to select optional products on Odoo Sales. | ||
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Like this, salespeople will see each movement made by the customer and tracking the order will be | ||
all the better. | ||
When the customer adds an optional product(s) to an order, the salesperson is instantly notified | ||
about the change, along with any other change the customer makes to an order. This allows | ||
salespeople to stay up-to-date with everything related to an order in the backend of the *Sales* | ||
application. | ||
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.. image:: optional_products/optional_products_5.png | ||
.. image:: optional_products/optional-products-order-lines.png | ||
:align: center | ||
:class: img-thumbnail | ||
:alt: How to follow each movement made by your customers on Odoo Sales | ||
:alt: How to follow each movement made by your customers on Odoo Sales. | ||
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Add optional products to your quotation templates | ||
================================================= | ||
Optional products on quotation templates | ||
======================================== | ||
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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. | ||
.. note:: | ||
Be sure to review the documentation on how to | ||
:doc:`/applications/sales/sales/send_quotations/quote_template` to better understand how | ||
quotation templates work before reading the following information. | ||
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For quotation templates, you also have an **Optional Products** tab where you can add related | ||
products or services. | ||
For quotation templates, just like a typical quotation form, there is also an :guilabel:`Optional | ||
Products` tab, wherein related products or services can be added to a quotation template. | ||
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.. image:: optional_products/optional_products_1.png | ||
:align: center | ||
:class: img-thumbnail | ||
:alt: How to add optional products to your quotation templates on Odoo Sales | ||
To add optional products to a quotation template, navigate to :menuselection:`Sales app --> | ||
Configuration --> Quotation Templates`. Then, either select an existing quotation template to edit, | ||
or create a new one by clicking :guilabel:`New`. | ||
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On the quotation form, click :guilabel:`Edit`, then click the :guilabel:`Optional Products` tab. | ||
Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, and select the desired | ||
product to add as an optional product to the quotation template. | ||
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With Odoo Sales, it is now very easy to understand your customer's needs. | ||
.. tip:: | ||
It's best to offer optional products that would encourage a customer to add additional items to | ||
their order, or entice them to purchase a more expensive version of their initially selected | ||
product. | ||
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For example, if a customer purchases a wooden chair, some optional products could be: a warranty | ||
on that chair and/or a wooden chair with leather seats. | ||
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When the desired optional product(s) have been added, click :guilabel:`Save` to save all changes. | ||
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.. note:: | ||
There is no limit to how many optional products can be added to a quotation template. | ||
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The products added in the :guilabel:`Optional Products` tab are present in the quotation, by | ||
default, whenever that particular quotation template is used. | ||
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.. image:: optional_products/optional-products-quotation-template.png | ||
:align: center | ||
:alt: How to add optional products to your quotation templates on Odoo Sales. | ||
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.. seealso:: | ||
- :doc:`quote_template` | ||
:doc:`/applications/sales/sales/send_quotations/quote_template` |
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