diff --git a/content/applications/sales/sales/send_quotations/optional_products.rst b/content/applications/sales/sales/send_quotations/optional_products.rst index 66fc5d86b1..365a48b6fd 100644 --- a/content/applications/sales/sales/send_quotations/optional_products.rst +++ b/content/applications/sales/sales/send_quotations/optional_products.rst @@ -1,65 +1,90 @@ -===================== -Add optional products -===================== +================= +Optional products +================= -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. -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. + +Optional products on quotations +=============================== -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. -.. 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. -.. 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. - .. 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. -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. -.. 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. -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. -.. 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. -Add optional products to your quotation templates -================================================= +Optional products on quotation templates +======================================== -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. -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. -.. 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`. + +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. -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. + + 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. + +When the desired optional product(s) have been added, click :guilabel:`Save` to save all changes. + +.. note:: + There is no limit to how many optional products can be added to a quotation template. + +The products added in the :guilabel:`Optional Products` tab are present in the quotation, by +default, whenever that particular quotation template is used. + +.. image:: optional_products/optional-products-quotation-template.png + :align: center + :alt: How to add optional products to your quotation templates on Odoo Sales. .. seealso:: - - :doc:`quote_template` + :doc:`/applications/sales/sales/send_quotations/quote_template` diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional_products_4.png b/content/applications/sales/sales/send_quotations/optional_products/optional-products-add-to-cart.png similarity index 100% rename from content/applications/sales/sales/send_quotations/optional_products/optional_products_4.png rename to content/applications/sales/sales/send_quotations/optional_products/optional-products-add-to-cart.png diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional_products_3.png b/content/applications/sales/sales/send_quotations/optional_products/optional-products-checkout.png similarity index 100% rename from content/applications/sales/sales/send_quotations/optional_products/optional_products_3.png rename to content/applications/sales/sales/send_quotations/optional_products/optional-products-checkout.png diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional-products-order-lines.png b/content/applications/sales/sales/send_quotations/optional_products/optional-products-order-lines.png new file mode 100644 index 0000000000..fbf489d063 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/optional_products/optional-products-order-lines.png differ diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional-products-quotation-template.png b/content/applications/sales/sales/send_quotations/optional_products/optional-products-quotation-template.png new file mode 100644 index 0000000000..d5e2a543df Binary files /dev/null and b/content/applications/sales/sales/send_quotations/optional_products/optional-products-quotation-template.png differ diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional-products-tab.png b/content/applications/sales/sales/send_quotations/optional_products/optional-products-tab.png new file mode 100644 index 0000000000..39300d8756 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/optional_products/optional-products-tab.png differ diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional_products_1.png b/content/applications/sales/sales/send_quotations/optional_products/optional_products_1.png deleted file mode 100644 index 7b7e8366a5..0000000000 Binary files a/content/applications/sales/sales/send_quotations/optional_products/optional_products_1.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional_products_2.png b/content/applications/sales/sales/send_quotations/optional_products/optional_products_2.png deleted file mode 100644 index 55f4044fdf..0000000000 Binary files a/content/applications/sales/sales/send_quotations/optional_products/optional_products_2.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/optional_products/optional_products_5.png b/content/applications/sales/sales/send_quotations/optional_products/optional_products_5.png deleted file mode 100644 index 393be038dd..0000000000 Binary files a/content/applications/sales/sales/send_quotations/optional_products/optional_products_5.png and /dev/null differ