[FW][ADD] Sales: adding doc about variants in orders

content/applications/sales/sales/send_quotations.rst

@@ -14,3 +14,4 @@ Send Quotations
    send_quotations/deadline
    send_quotations/different_addresses
    send_quotations/terms_and_conditions
+   send_quotations/orders_and_variants

content/applications/sales/sales/send_quotations/orders_and_variants.rst

@@ -0,0 +1,79 @@
+===================================================
+Use product variants on quotations and sales orders
+===================================================
+
+Product variants can be added to quotations and sales orders using the Product Configurator,
+Variant Grid Entry, or both.
+
+Configuration
+=============
+
+To enable product variants on quotations and sales orders, go to :menuselection:`Sales -->
+Configuration --> Settings --> Product Catalog` and activate one or both of the
+:guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, click
+:guilabel:`Save` to apply the settings.
+
+.. image:: orders_and_variants/activating-entry-type-settings.png
+   :align: center
+   :alt: Activating entry type settings.
+
+After saving the settings, configure the product form. Head over to :menuselection:`Sales -->
+Products --> Products` and select any product (or click :guilabel:`Create` to create a new one).
+On the product form, click :guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under
+:guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or
+:guilabel:`Order Grid Entry`. This selection determines which method is used to add the product to
+quotations or sales orders. Finally, click :guilabel:`Save` to apply the setting.
+
+.. image:: orders_and_variants/sales-variant-selection.png
+   :align: center
+   :alt: Sales variant selection.
+
+.. note::
+   The product must have at least two variants (one attribute with two values) created in order for
+   the :guilabel:`Sales Variant Selection` option to appear. Click :guilabel:`Add a line` under
+   :guilabel:`Attribute` to add attributes and values to this product and create product variants.
+
+Use the Product Configurator
+============================
+
+The :guilabel:`Product Configurator` appears on a quotation or sales order when products are added
+that have both variants configured and the :guilabel:`Product Configurator` option selected.
+
+The :guilabel:`Product Configurator` lets salespeople choose exactly which product variant to add
+to the quotation or sales order using a format similar to online shopping. Color options display
+any HTML color codes set up in the :guilabel:`Color` attribute. Features with an additional cost
+will display the additional cost next to their name. Once the desired product variant attributes
+are selected, click :guilabel:`Add` to add the product variant to the quotation or sales order.
+
+.. image:: orders_and_variants/configurator-price-extras.png
+   :align: center
+   :alt: Product Configurator and Price Extras.
+
+By default, the product variant attributes are displayed on the quotation or sales order in the
+:guilabel:`Description` column, but the :guilabel:`Product Variant` column can be added through the
+additional options menu (3 vertical dots icon).
+
+Use Variant Grid Entries
+========================
+
+:guilabel:`Variant Grid Entries` appear on a quotation or sales order when products are added that
+have both variants configured and the :guilabel:`Order Grid Entry` option selected. Grid entry can
+streamline the process of creating large, varied quotations by letting salespeople enter exact
+quantities of each product variant all at once.
+
+:guilabel:`Variant Grid Entry` displays a grid of every variant available for the selected product.
+Choose the exact quantities of each product variant for a quotation or sales order by typing in the
+number or using the arrows. :guilabel:`Not Available` is displayed when a particular variant has
+been deactivated in the database. Once all the product variants and their quantities have been set,
+click :guilabel:`Confirm` to add them to the quotation or sales order.
+
+.. image:: orders_and_variants/grid-entry-popup-amounts.png
+   :align: center
+   :alt: Variant Grid Entry pop-up.
+
+Each product variant appears as an individual line item on the quotation or sales order, because
+each of these items has its own stock.
+
+.. image:: orders_and_variants/grid-variants-line-items.png
+   :align: center
+   :alt: Line items for grid variants.