odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/sales_quotations/optional_products.md

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+---
+title: "Optional products"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/sales_quotations/optional_products.html"
+---
+
+=================
+# Optional products
+
+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.
+
+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 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-tab.png
+   :align: center
+   :alt: How to add optional products to your quotations on Odoo Sales.
+
+To add an optional product(s) to a quotation, click :guilabel:`Add a product` in the
+:guilabel:`Optional Products` tab of a quotation. Doing so reveals a blank field in the
+:guilabel:`Product` column.
+
+When clicked, a drop-down menu with products from the database appear. Select the desired product
+from the drop-down menu to add it as an optional product to the quotation template.
+
+> **tip**:
+>    If the desired product isn't readily visible, type the name of the desired product in the field,
+   and the option appears in the drop-down menu. Then, select that desired product to add it to the
+   quotation.
+
+> **note**:
+>    When a product is added, the default :guilabel:`Quantity` is `1`, but that can be edited at any
+   time.
+
+To delete any line item from the :guilabel:`Optional Products` tab, click the :guilabel:`🗑️ (trash
+can)` icon.
+
+Click the :guilabel:`Preview` button, located in the upper-left corner of the quotation, to reveal a
+preview of the quotation customers would receive, via email, along with the optional products they
+can potentially add to their order, located in the :guilabel:`Options` section.
+
+.. image:: optional_products/optional-products-checkout.png
+   :align: center
+   :alt: Preview your quotations on Odoo Sales.
+
+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 optional products, these are automatically added to the quotation managed by
+the salesperson.
+
+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.
+
+# Optional products on quotation templates
+
+> **note**:
+>    Be sure to review the :doc:`quote_template` documentation to better understand how quotation
+   templates work before reading the following information.
+
+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.
+
+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 template form, 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.
+
+.. image:: optional_products/optional-products-tab-quotation-template.png
+   :align: center
+   :alt: Preview your quotations on Odoo Sales.
+
+The products added in the :guilabel:`Optional Products` tab are present in the quotation, by
+default, whenever that particular quotation template is used. These products can be removed, and
+additional products can be added, before the quotation is sent to a customer.
+
+> **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.
+
+> **note**:
+>    There is no limit to how many optional products can be added to a quotation template.
+
+.. seealso::
+   :doc:`quote_template`

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/sales_quotations/orders_and_variants.md

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+---
+title: "Product variants on quotations and sales orders"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/sales_quotations/orders_and_variants.html"
+---
+
+===============================================
+# Product variants on quotations and sales orders
+
+Before getting into detail about how to use product variants on quotations and sales orders, it's
+recommended to learn about :doc:`../products_prices/products/variants` in Odoo.
+
+Once familiarized with the basics surrounding product variants, the following covers how product
+variants can be added to quotations and sales orders using the *product configurator* or *order grid
+entry*.
+
+> **note**:
+>    It should be noted that the setting is titled, *Variant Grid Entry* on the *Sales* app settings
+   page, and titled, *Order Grid Entry* on product forms. So, be sure to keep that in mind.
+
+# Settings
+
+When working with product variants, Odoo uses the product configurator, by default. To add the
+variant grid entry option, that feature **must** be enabled in the Odoo *Sales* application. The
+variant grid entry option provides a pop-up window on the quotation/sales order to simplify the
+variant selection process.
+
+To enable that setting, go to :menuselection:`Sales app --> Configuration --> Settings`, and scroll
+to the :guilabel:`Product Catalog` section. Then, check the box next to the :guilabel:`Variant Grid
+Entry` option, and click :guilabel:`Save`.
+
+.. image:: orders_and_variants/order-grid-entry-setting.png
+   :align: center
+   :alt: The variant grid entry setting in the Odoo Sales application.
+
+> **note**:
+>    Of course, the :guilabel:`Variants` feature **must** also be activated, in order to use product
+   variants on quotations and sales orders.
+
+# Product configuration
+
+Once the :guilabel:`Variant Grid Entry` setting is enabled, both options (*Product Configurator* and
+*Order Grid Entry*) become available on every product form.
+
+To configure a product form to use either a product configurator or variant grid entry, start by
+navigating to :menuselection:`Sales app --> Products --> Products` to view all the products in the
+database.
+
+Then, select the desired product to configure, or click :guilabel:`New`, to create a new product
+from scratch. Once on the product form, click into the :guilabel:`Attributes \& Variants` tab, where
+product variants can be viewed, modified, and added.
+
+At the bottom of the :guilabel:`Attributes \& Variants` tab, there is a :guilabel:`Sales Variant
+Selection` section with two options: :guilabel:`Product Configurator` and :guilabel:`Order Grid
+Entry`.
+
+> **note**:
+>    It should be noted that these options **only** appear if at least two values of an attribute have
+   been added to the record.
+
+.. image:: orders_and_variants/attributes-variants-tab-selection-options.png
+   :align: center
+   :alt: Sales variant selection options on the attributes and variants tab on product form.
+
+These options determine which method is used when adding product variants to quotations or sales
+orders.
+
+The :guilabel:`Product Configurator` provides a pop-up window that neatly displays all the available
+product variants for that particular product when it's added to a quotation. However, only one
+variant can be selected/added at a time.
+
+The :guilabel:`Order Grid Entry` provides the same information as the :guilabel:`Product
+Configurator` in a table layout, allowing the user to select larger numbers of unique product
+variants, and add them to a quotation/sales order, in a single view.
+
+# Product configurator
+
+The product configurator feature appears as a :guilabel:`Configure` pop-up window, as soon as a
+product with (at least two) variants is added to a quotation or sales order, but **only** if the
+:guilabel:`Product Configurator` option is selected on its product form.
+
+.. image:: orders_and_variants/product-configurator-window.png
+   :align: center
+   :alt: The product configurator pop-up window that appears on a quotation or sales order.
+
+> **note**:
+>    This :guilabel:`Configure` pop-up window also appears if the :guilabel:`Order Grid Entry` setting
+   is **not** activated, as it is the default option Odoo uses when dealing with product variants on
+   quotations and/or sales orders.
+
+The :guilabel:`Product Configurator` option lets salespeople choose exactly which product variant to
+add to the quotation or sales order using a format similar to online shopping.
+
+# Order grid entry
+
+The order grid entry feature appears as a :guilabel:`Choose Product Variants` pop-up window, as soon
+as a product with (at least two) variants is added to a quotation or sales order, but **only** if
+the :guilabel:`Order Grid Entry` option is selected on its product form.
+
+.. image:: orders_and_variants/choose-product-variants-popup.png
+   :align: center
+   :alt: The choose product variants pop-up window that appears on a quotation in Odoo.
+
+The :guilabel:`Choose Product Variants` pop-up window features all the variant options for that
+particular product. From this pop-up window, the salesperson can designate how many of each variant
+they'd like to add to the quotation/sales order at once.
+
+When all the desired quantities and variants have been selected, the salesperson simply clicks
+:guilabel:`Confirm`, and those orders are instantly added to the quotation/sales order in the
+:guilabel:`Order Lines` tab.
+
+.. image:: orders_and_variants/order-grid-entry-order-lines-tab.png
+   :align: center
+   :alt: Populated order lines tab after order grid entry has been chosen to select products.
+
+.. seealso::
+   :doc:`../products_prices/products/variants`

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/sales_quotations/pdf_quote_builder.md

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+---
+title: "PDF quote builder"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/sales_quotations/pdf_quote_builder.html"
+---
+
+=================
+# PDF quote builder
+
+The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send customers a fully
+customized PDF file for quotes, showcasing the company and products, with various information and
+design elements, instead of just showing the price and total.
+
+The PDF Quote Builder groups header pages, product descriptions, the price(s), and footer pages to
+create a detailed quote. It can also inject dynamic texts or custom notes in the PDF to personalize
+the offer for the customer.
+
+Having a customized PDF in quotes provides a heightened conclusion to the shopping experience for
+customers, and adds an elegant level of professionalism to a company.
+
+.. seealso::
+   [Odoo Quick Tips - Create a PDF quote [video] ](https://www.youtube.com/watch?v=tQNydBZt-VI)
+
+> **note**:
+>    It is recommended to edit PDF forms with Adobe software. The form fields on the header and footer
+   PDF templates are necessary to get dynamic values with Odoo.
+
+# Configuration
+
+In order to add custom PDF files for quotes, the :guilabel:`PDF Quote builder` feature *must* be
+configured.
+
+To do that, navigate to :menuselection:`Sales app --> Configuration --> Settings`. Then, on the
+:guilabel:`Settings` page, scroll to the :guilabel:`Quotations & Orders` section, and locate the
+:guilabel:`PDF Quote builder` feature.
+
+# Add PDF as Header/Footer
+
+In Odoo *Sales*, it's possible to add a custom PDF that can be used either as a header or a footer.
+When the PDF quote builder is activated in a quotation, you can then select as many headers and
+footers as you wish to use, these PDF will then also be inserted in the final PDF.
+
+To add a custom PDF as header or footer, start by navigating to :menuselection:`Sales app -->
+Configuration --> Headers/Footers`. From this page, either click :guilabel:`New` or
+:guilabel:`Upload`.
+
+Clicking :guilabel:`Upload` instantly provides the opportunity to upload the desired document. Then,
+the document can be further configured on the document card, or by clicking the
+:icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top right corner of the document
+card, and then clicking :guilabel:`Edit`.
+
+Clicking :guilabel:`New` reveals a blank documents form, in which the desired PDF can be uploaded
+via the :guilabel:`Upload your file` button on the form, located in the :guilabel:`File Content`
+field.
+
+Various information and configurations related to the uploaded document can be modified here.
+
+The first field on the documents form is for the :guilabel:`Name` of the document, and it is
+grayed-out (not clickable) until a document is uploaded. Once a PDF has been uploaded, the
+:guilabel:`Name` field is auto-populated with the name of the PDF, and it can then be edited.
+
+Then, in the :guilabel:`Document Type` field, click the drop-down menu, and select either:
+:guilabel:`Header`, or :guilabel:`Footer` to define whether these files would be selectable to be at
+the beginning or at the end of your quote.
+
+Under this, in the :guilabel:`Quotation Templates` section, this PDF can be restricted quotation
+templates only.
+
+> **note**:
+>    Alternatively, you can also navigate to :menuselection:`Sales app --> Configuration -->
+   Quotation Templates`, select a template and directly :guilabel:`Add` or :guilabel:`Upload` a PDF
+   to it in the :guilabel:`Quote Builder` tab.
+
+Lastly, beside the :guilabel:`File Content` field, you have the possibility to
+:guilabel:`Configure dynamic fields`.
+
+# Dynamic text in PDFs
+
+While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-fill the PDF content with
+information related to the quote from the Odoo database, like names, prices, etc.
+
+Dynamic text values are form components (text inputs) that can be added in a PDF file, and Odoo
+automatically fills those values in with information related to the quote.
+
+## Dynamic text values
+
+Below are common dynamic text values used in custom PDFs that are already mapped to the correct
+fields, and what they represent.
+
+For headers and footers PDF:
+
+- :guilabel:`name`: Sales Order Reference
+- :guilabel:`partner_id__name`: Customer Name
+- :guilabel:`user_id__name`: Salesperson Name
+- :guilabel:`amount_untaxed`: Untaxed Amount
+- :guilabel:`amount_total`: Total Amount
+- :guilabel:`delivery_date`: Delivery Date
+- :guilabel:`validity_date`: Expiration Date
+- :guilabel:`client_order_ref`: Customer Reference
+
+
+For product PDF:
+
+- :guilabel:`description`: Product Description
+- :guilabel:`quantity`: Quantity
+- :guilabel:`uom`: Unit of Measure (UoM)
+- :guilabel:`price_unit`: Price Unit
+- :guilabel:`discount`: Discount
+- :guilabel:`product_sale_price`: Product List Price
+- :guilabel:`taxes`: Taxes name joined by a comma (`,`)
+- :guilabel:`tax_excl_price`: Tax Excluded Price
+- :guilabel:`tax_incl_price`: Tax Included Price
+
+After uploading a PDF, you can then :guilabel:`Configure dynamic fields`. This will allow you to map
+any field name found in your PDF to the field you want to show by writing down any existing path.
+Headers and footers starts from the current :guilabel:`sale_order` model, whereas product document
+follows their path from their :guilabel:`sale_order_line`.
+Leaving that path empty allows you to fill a custom notes, directly from the specific quote that
+requires it.
+
+.. example::
+   When a PDF is built, it's best practice to use common dynamic text values (:guilabel:`name` and
+   :guilabel:`partner_id_name`). When uploaded into the database, Odoo auto-populates those fields
+   with the information from their respective fields.
+
+   In this case, Odoo would auto-populate the Sales Order Reference in the :guilabel:`name` dynamic
+   text field, and the Customer Name in the :guilabel:`partner_id_name` field.
+
+   .. image:: pdf_quote_builder/pdf-quote-builder-sample.png
+      :align: center
+      :alt: PDF quote being built using common dynamic placeholders.
+
+Once the PDF file(s) are complete, save them to the computer's hard drive, and proceed to upload
+them to Odoo via :menuselection:`Sales app --> Configuration --> Headers/Footers`.
+
+.. example::
+   When uploading PDF containing the form field :guilabel:`invoice_partner_country`, which is an
+   information available in the sales order, configure the :guilabel:`path` of the
+   :guilabel:`Form Field Name` to:
+   - :guilabel:`partner_invoice_id.country_id.name` for a header or footer document
+   - :guilabel:`order_id.partner_invoice_id.country_id.name` for a product document fills the form
+   with the invoice partner country's name when the PDF is built.
+
+.. example::
+   When uploading any PDF containing the form field :guilabel:`custom_note`, leaving the
+   :guilabel:`path` empty allows the seller to write down any note where that form field is in that
+   document and shown when the PDF is built.
+
+# Add PDF to product
+
+In Odoo *Sales*, it's also possible to add a custom PDF to a product form. When a PDF is added to a
+product, and that product is used in a quotation, that PDF is also inserted in the final PDF.
+
+To add a custom PDF to a product, start by navigating to :menuselection:`Sales app --> Products
+--> Products`, and select the desired product to add a custom PDF to.
+
+> **note**:
+>    A document could also be added to a product variant, instead of a product. If there are documents
+   on a product *and* on its variant, **only** the documents in the variant are shown.
+
+   To add a custom document to a product variant, navigate to :menuselection:`Sales app -->
+   Products --> Product Variants`. Select the desired variant, click the :guilabel:`Documents` smart
+   button, and proceed to upload the custom document to the specific product variant.
+
+On the product page, click the :guilabel:`Documents` smart button at the top of the page to navigate
+to a :guilabel:`Documents` page for that product, where files related to that product can be
+uploaded. From this page, either click :guilabel:`New` or :guilabel:`Upload`.
+
+.. image:: pdf_quote_builder/documents-smart-button.png
+   :alt: The Documents smart button on a product form in Odoo Sales.
+
+Clicking :guilabel:`Upload` opens the computer's local file directory. An uploaded document can be
+further configured on the document card, or by clicking the :icon:`fa-ellipsis-v`
+:guilabel:`(vertical ellipsis)` icon in the top-right corner of the document card, and then clicking
+:guilabel:`Edit`.
+
+Clicking :guilabel:`New` reveals a blank documents form, in which the desired PDF can be uploaded
+via the :guilabel:`Upload your file` button on the form, located in the :guilabel:`File Content`
+field.
+
+## PDF form configuration
+
+.. image:: pdf_quote_builder/blank-document-form.png
+   :alt: A standard document form with various fields for a specific product in Odoo Sales.
+
+The first field on the documents form is for the :guilabel:`Name` of the document, and it is
+grayed-out (not clickable) until a document is uploaded. Once a PDF has been uploaded, the
+:guilabel:`Name` field is auto-populated with the name of the PDF, and it can then be edited.
+
+Prior to uploading a document, there's the option to designate whether the document is a
+:guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` drop-down field menu.
+
+.. image:: pdf_quote_builder/document-form-uploaded-pdf.png
+   :alt: A standard document form with an uploaded pdf in Odoo Sales.
+
+> **note**:
+>     If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to :guilabel:`File`, and it
+    cannot be modified.
+
+Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field, click the drop-down
+menu, and select either: :guilabel:`On quotation`, :guilabel:`On confirmed order`, or
+:guilabel:`Inside quote pdf`.
+
+- :guilabel:`Quotation`: the document is sent to (and accessible by) customers at any time.
+
+- :guilabel:`Confirmed order`: the document is sent to customers upon the confirmation of an order.
+  This is best for user manuals and other supplemental documents.
+
+- :guilabel:`Inside quote`: the document is included in the PDF of the quotation, between the header
+  pages and the :guilabel:`Pricing` section of the quote.
+
+.. example::
+   When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` field is chosen, and the
+   custom PDF file, `Corner Desk.pdf` is uploaded, the PDF is visible on the quotation in the
+   *customer portal* under the :guilabel:`Documents` field.
+
+    .. image:: pdf_quote_builder/pdf-on-quote-sample.png
+       :alt: Sample of an uploaded pdf with the on quote option chosen in Odoo Sales.
+
+Beside the :guilabel:`File Content` field, you have the possibility to
+:guilabel:`Configure dynamic fields`. When doing so, remember that the starting model is the
+:guilabel:`sale_order_line`, unlike for headers and footers that start from the
+:guilabel:`sale_order`.
+
+Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to
+:guilabel:`Publish on Website` so that the PDF appears on the product page in the online store.
+
+.. example::
+   When the :guilabel:`Publish on Website` option is enabled, a link to the uploaded document,
+   `Corner Desk.pdf`, appears on the product's page in the online store.
+
+   It appears beneath a :guilabel:`Documents` heading, with a link showcasing the name of the
+   uploaded document.
+
+    .. image:: pdf_quote_builder/show-product-page.png
+       :alt: Showing a link to an uploaded document on a product page using Odoo Sales.
+
+# PDF quote
+
+On a sales order, in the :guilabel:`Quote Builder` tab, select additional documents to be merged
+into the final PDF. If a selected document has custom fields, they appear as editable text boxes to
+be filled in.
+
+.. image:: pdf_quote_builder/quote-builder-headers.png
+   :alt: Selectable quotation headers and footers under the Quote Builder section in a quotation.
+
+Once a quote with a pre-configured PDF has been confirmed, Odoo provides the option to print the
+confirmed quote to check for errors, or to keep for records.
+
+To print the PDF quote, navigate to the confirmed quote, and click the :guilabel:`⚙️ (gear)` icon to
+reveal a drop-down menu. From this drop-down menu, select :guilabel:`Print`, then select
+:guilabel:`PDF Quote`.
+
+.. image:: pdf_quote_builder/drop-down-print-pdf.png
+   :alt: Print pdf quote option on drop-down menu located on confirmed sales order in Odoo Sales.
+
+Doing so instantly downloads the PDF quote. When opened, the PDF quote, along with the configured
+product PDF that was set to be visible inside the quote, can be viewed and printed.
+
+> **note**:
+>    Download these :download:`PDF quote builder examples
+   <pdf_quote_builder/pdfquotebuilderexamples.zip>` or download
+   :download:`sample quotation
+   <pdf_quote_builder/sample_quotation.pdf>` for added reference.
+
+.. seealso::
+   - :doc:`quote_template`