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[IMP] sales: updated deadline doc for 16
closes #6585 X-original-commit: 75c24e7 Signed-off-by: Zachary Straub (zst) <[email protected]>
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content/applications/sales/sales/send_quotations/deadline.rst

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@@ -7,54 +7,50 @@ encourages customers to act quickly during sales negotiations, for they might fe
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on a good deal. As well, deadlines also can also act as protection for a company in case an order
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has to be fulfilled at a price that is no longer profitable for the business.
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Expiration date deadlines
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=========================
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Quotation expiration
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====================
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On an Odoo *Sales* quotation, add an expiration date in the :guilabel:`Expiration` field located at
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the top of the quotation or sales order form.
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In Odoo *Sales*, there's the option to add an expiration date to a quotation.
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To add an expiration date to a quotation, navigate to :menuselection:`Sales app`, and select a
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desired quotation, or create a new one by clicking :guilabel:`Create`.
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desired quotation, or create a new one by clicking :guilabel:`New`.
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On the quotation form, click :guilabel:`Edit` (if modifying a pre-existing quotation), and click the
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:guilabel:`Expiration` field. Doing so reveals a drop-down calendar, in which the month and date can
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be designated as the expiration date of the quotation.
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On the quotation form, click the :guilabel:`Expiration` field to reveal a pop-up calendar. From this
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pop-up calendar, select the desired month and date as the expiration date for the quotation.
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.. image:: deadline/quotation-deadlines-expiration-field.png
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:align: center
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:alt: How to configure deadlines on Odoo Sales.
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:alt: The expiration field on a standard quotation form in Odoo Sales.
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Once the expiration date is selected, click :guilabel:`Save` to save all changes.
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.. tip::
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By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly displays when that
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specific offer expires.
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Deadlines in quotation templates
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================================
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.. image:: deadline/quotation-deadlines-preview.png
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:align: center
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:alt: How customers will see deadlines on Odoo Sales.
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The Odoo *Sales* application also makes it possible to add a deadline to every quotation template.
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Whenever a specific quotation template is used in a quote, its associated deadline is automatically
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applied.
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Quotation template expiration
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=============================
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To add a deadline to a quotation template, navigate to :menuselection:`Sales app --> Configuration
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--> Quotation Templates`, and either select the desired quotation template to which a deadline
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should be added, or click :guilabel:`Create` to build a new quotation template from scratch.
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The Odoo *Sales* application also makes it possible to add a deadline expiration date to quotation
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templates.
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On the quotation template detail page, click the :guilabel:`Edit` button to edit the quotation.
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To add a deadline expiration date to a quotation template, navigate to :menuselection:`Sales app -->
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Configuration --> Quotation Templates`, and either select the desired quotation template to which a
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deadline should be added, or click :guilabel:`New` to build a new quotation template from scratch.
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Then, add a specific number of days to the :guilabel:`Quotation expires after` field, located
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beneath the quotation template name. The number of days represents how long the quotation will be
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valid for, before it expires. When done, click :guilabel:`Save`.
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On the quotation template form, add a specific number of days to the :guilabel:`Quotation expires
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after` field, located beneath the quotation template name. The number of days represents how long
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the quotation will be valid for, before it expires.
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.. image:: deadline/quotation-deadlines-expires-after.png
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:align: center
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:alt: How to use deadline in a quotation template on Odoo Sales.
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:alt: The quotation expires after field on a quotation template form in Odoo Sales.
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.. tip::
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By clicking the :guilabel:`Customer Preview` button on a quotation, Odoo clearly displays when
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that specific offer expires. As a reminder, the number of days is the same as those mentioned in
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the quotation template (if a quotation template was used for the initial quotation).
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.. image:: deadline/quotation-deadlines-preview.png
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:align: center
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:alt: How customers will see deadlines on Odoo Sales.
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Then, whenever that specific quotation template is used in a quote, an expiration date is
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automatically calculated, based on the number of days designated above. However, this date can be
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overwritten before sending the quotation to the customer.
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.. seealso::
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:doc:`/applications/sales/sales/send_quotations/quote_template`
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