diff --git a/content/applications/sales/sales/sales_quotations/optional_products.rst b/content/applications/sales/sales/sales_quotations/optional_products.rst index 7fecb8a497..4995ff6d33 100644 --- a/content/applications/sales/sales/sales_quotations/optional_products.rst +++ b/content/applications/sales/sales/sales_quotations/optional_products.rst @@ -2,98 +2,55 @@ 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. +The use of optional products is a marketing strategy that involves the cross-selling of useful and +related products alongside a desired core product. For instance, by configuring optional products, a +customer could be suggested a mouse and keyboard or an extended warranty when they add a laptop to +their shopping cart. -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 are automatically suggested during the quotation process whenever an associated +core product is added to a quote. They are also suggested in eCommerce interactions when a customer +adds an associated core product to their shopping cart. -Optional products on quotations -=============================== +.. image:: optional_products/optional-products-quotation.png + :alt: Optional products as they appear in 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. +.. image:: optional_products/optional-products-ecommerce.png + :alt: Optional products as they appear in eCommerce websites .. note:: - There is no limit to how many optional products can be added to a quotation template. + Optional products are differentiated from accessory products and alternative products by where + they appear in the customer's shopping experience. + + - Optional products are suggested when a core product has been added to a cart or a quotation. + - Accessory products appear as suggestions when viewing an eCommerce cart. + - Alternative products are suggested at the bottom of an eCommerce product page whenever the + product page is viewed. + +Configuring optional products +============================= + +With the Odoo **Sales** app, it is possible to add optional products directly to product forms. To +add an optional product to a product form, navigate to :menuselection:`Sales --> Products --> +Products` and choose a product. Ensure that the product's :guilabel:`Sales` checkbox is checked and +click the :guilabel:`Sales` tab. Under :guilabel:`UPSELL & CROSS-SELL` section, the +:guilabel:`Optional Products` drop-down menu allows for optional products to be set. Products will +be displayed in alphabetical order. If the desired product isn't readily visible, type its name in +the field to bring it up, then select it to add it as an optional product. + +To delete an optional product from the product form, simply click the :icon:`fa-times` +:guilabel:`(Delete)` icon. + +.. image:: optional_products/optional-products-product-form.png + :alt: The optional products section of product forms in Odoo Sales + +Additional products can also be added to a core product by clicking :guilabel:`Search more...`. This +opens the :guilabel:`Search: Optional Products` form, which displays all products in the catalog and +includes the :guilabel:`New` button to create a new product. Multiple products may be selected as +optional prodcuts at once when using this form by clicking their checkboxes and then clicking +:guilabel:`Select`. + +.. image:: optional_products/search-optional-products-form.png + :alt: The Search: Optional Products form accessed by clicking Search more... .. seealso:: :doc:`quote_template` diff --git a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-checkout.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-checkout.png deleted file mode 100644 index f275bf7513..0000000000 Binary files a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-checkout.png and /dev/null differ diff --git a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-ecommerce.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-ecommerce.png new file mode 100644 index 0000000000..55da99a2dc Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-ecommerce.png differ diff --git a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-product-form.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-product-form.png new file mode 100644 index 0000000000..eb65fa1b6e Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-product-form.png differ diff --git a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-quotation.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-quotation.png new file mode 100644 index 0000000000..0c2ae7d1df Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-quotation.png differ diff --git a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab-quotation-template.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab-quotation-template.png deleted file mode 100644 index bf1862d8e7..0000000000 Binary files a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab-quotation-template.png and /dev/null differ diff --git a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab.png b/content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab.png deleted file mode 100644 index 39300d8756..0000000000 Binary files a/content/applications/sales/sales/sales_quotations/optional_products/optional-products-tab.png and /dev/null differ diff --git a/content/applications/sales/sales/sales_quotations/optional_products/search-optional-products-form.png b/content/applications/sales/sales/sales_quotations/optional_products/search-optional-products-form.png new file mode 100644 index 0000000000..e5fa80b2e2 Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/optional_products/search-optional-products-form.png differ