@@ -7,54 +7,50 @@ encourages customers to act quickly during sales negotiations, for they might fe
77on a good deal. As well, deadlines also can also act as protection for a company in case an order
88has to be fulfilled at a price that is no longer profitable for the business.
99
10- Expiration date deadlines
11- =========================
10+ Quotation expiration
11+ ====================
1212
13- On an Odoo *Sales * quotation, add an expiration date in the :guilabel: `Expiration ` field located at
14- the top of the quotation or sales order form.
13+ In Odoo *Sales *, there's the option to add an expiration date to a quotation.
1514
1615To add an expiration date to a quotation, navigate to :menuselection: `Sales app `, and select a
17- desired quotation, or create a new one by clicking :guilabel: `Create `.
16+ desired quotation, or create a new one by clicking :guilabel: `New `.
1817
19- On the quotation form, click :guilabel: `Edit ` (if modifying a pre-existing quotation), and click the
20- :guilabel: `Expiration ` field. Doing so reveals a drop-down calendar, in which the month and date can
21- be designated as the expiration date of the quotation.
18+ On the quotation form, click the :guilabel: `Expiration ` field to reveal a pop-up calendar. From this
19+ pop-up calendar, select the desired month and date as the expiration date for the quotation.
2220
2321.. image :: deadline/quotation-deadlines-expiration-field.png
2422 :align: center
25- :alt: How to configure deadlines on Odoo Sales.
23+ :alt: The expiration field on a standard quotation form in Odoo Sales.
2624
27- Once the expiration date is selected, click :guilabel: `Save ` to save all changes.
25+ .. tip ::
26+ By clicking the :guilabel: `Preview ` button on a quotation, Odoo clearly displays when that
27+ specific offer expires.
2828
29- Deadlines in quotation templates
30- ================================
29+ .. image :: deadline/quotation-deadlines-preview.png
30+ :align: center
31+ :alt: How customers will see deadlines on Odoo Sales.
3132
32- The Odoo *Sales * application also makes it possible to add a deadline to every quotation template.
33- Whenever a specific quotation template is used in a quote, its associated deadline is automatically
34- applied.
33+ Quotation template expiration
34+ =============================
3535
36- To add a deadline to a quotation template, navigate to :menuselection: `Sales app --> Configuration
37- --> Quotation Templates `, and either select the desired quotation template to which a deadline
38- should be added, or click :guilabel: `Create ` to build a new quotation template from scratch.
36+ The Odoo *Sales * application also makes it possible to add a deadline expiration date to quotation
37+ templates.
3938
40- On the quotation template detail page, click the :guilabel: `Edit ` button to edit the quotation.
39+ To add a deadline expiration date to a quotation template, navigate to :menuselection: `Sales app -->
40+ Configuration --> Quotation Templates `, and either select the desired quotation template to which a
41+ deadline should be added, or click :guilabel: `New ` to build a new quotation template from scratch.
4142
42- Then , add a specific number of days to the :guilabel: `Quotation expires after ` field, located
43- beneath the quotation template name. The number of days represents how long the quotation will be
44- valid for, before it expires. When done, click :guilabel: ` Save ` .
43+ On the quotation template form , add a specific number of days to the :guilabel: `Quotation expires
44+ after ` field, located beneath the quotation template name. The number of days represents how long
45+ the quotation will be valid for, before it expires.
4546
4647.. image :: deadline/quotation-deadlines-expires-after.png
4748 :align: center
48- :alt: How to use deadline in a quotation template on Odoo Sales.
49+ :alt: The quotation expires after field on a quotation template form in Odoo Sales.
4950
50- .. tip ::
51- By clicking the :guilabel: `Customer Preview ` button on a quotation, Odoo clearly displays when
52- that specific offer expires. As a reminder, the number of days is the same as those mentioned in
53- the quotation template (if a quotation template was used for the initial quotation).
54-
55- .. image :: deadline/quotation-deadlines-preview.png
56- :align: center
57- :alt: How customers will see deadlines on Odoo Sales.
51+ Then, whenever that specific quotation template is used in a quote, an expiration date is
52+ automatically calculated, based on the number of days designated above. However, this date can be
53+ overwritten before sending the quotation to the customer.
5854
5955.. seealso ::
6056 :doc: `/applications/sales/sales/send_quotations/quote_template `
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