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201 lines
9.2 KiB
201 lines
9.2 KiB
<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h2 class="oe_slogan">Pos Quotation Orders</h2>
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<h3 class="oe_slogan">Create And Process Quotation from POS</h3>
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<h4 class="oe_slogan"><a href="https://www.cybrosys.com">Cybrosys Technologies</a></h4>
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</div>
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<div class="oe_row oe_spaced" style="padding-left:65px;">
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<h4>Features:</h4>
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<div>
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<span style="color:green;"> ☑ </span>'Create Quotation' button in POS.<br/>
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<span style="color:green;"> ☑ </span>Create pos quotations.<br/>
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<span style="color:green;"> ☑ </span>'Quotation List' button in POS.<br/>
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<span style="color:green;"> ☑ </span>Quotation list window.<br/>
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<span style="color:green;"> ☑ </span>Manage quotations from POS.<br/>
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<span style="color:green;"> ☑ </span>Quotation reference in order receipt and order.<br/>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<div class="oe_picture">
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<h3 class="oe_slogan">Overview</h3>
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<p class="oe_mt32">
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POS Quotation Orders is a plugin that facilitates the creation and management of Quotation orders from POS window. By default, you can’t create a quotation order from POS window in Odoo. But in some cases, such a simple option can make considerable changes in your sales. This plugin will add a ‘Create Quotation’ in POS window and will facilitate the Quotation creation process without affecting the normal workflow of POS.
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</p>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<div class="" style="text-align: center;">
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<p>After installation, open POS window and start and new Session.</p>
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<div class="oe_span12">
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_01.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<div class="" style="text-align: center;">
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<p>In order to create a quotation you have to add products in Order line. Otherwise it will raise an alert popup with invalid order line.</p>
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<div class="oe_span12">
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_02.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Quotation Popup</h3>
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<div class="" style="text-align: center;">
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<div class="oe_span12">
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<p>Add the products in order line and click ‘Create Quotation’ it will give you a popup to add order date and a note for quotation.</p>
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_03.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Quotation Reference</h3>
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<div class="" style="text-align: center;">
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<div class="oe_span12">
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<p>Once you have successfully created a quotation, you will get a Quotation reference number as in the figure.</p>
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_04.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Created POS Quotation View</h3>
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<div class="" style="text-align: center;">
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<div class="oe_span12">
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<p>You can view and manage the created PoS quotations from </p>
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<br/>
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<p>Point of Sale -> Orders -> Quotation</p>
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_05.png">
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</div>
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<p>Click on any of the quotation to view the details of the particular quotation.</p>
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_06.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<div class="" style="text-align: center;">
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<div class="oe_span12">
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<h3 class="oe_slogan">Manage Quotation</h3>
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<p>You can view all ‘Draft’ quotation by clicking ‘Quotation List' button in POS. Click the corresponding ‘Confirm’ button.</p>
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_07.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container ">
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<div class="oe_row oe_spaced">
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<div>
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<div class="oe_span6">
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<div class="oe_row_img oe_centered">
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<img style="border:10px solid white;" class="oe_picture oe_screenshot" src="quot_08.png">
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</div>
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</div>
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<br><br><br><br><br><br>
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<p>On confirming quotation, you can view the order lines and customer assigned with quotation details.</p>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<div class="" style="text-align: center;">
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<div class="oe_span12">
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<h3 class="oe_slogan">POS Receipt with Quotation Reference</h3>
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<div class="oe_span6 oe_centered">
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<div class="oe_row_img ">
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<img style="border:10px solid white;" class="oe_picture oe_screenshot" src="quot_09.png">
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<div class="" style="text-align: center;">
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<div class="oe_span12">
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<h3 class="oe_slogan">Quotation status</h3>
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<p>Now, if you go to the quotation details you can see that the Quotation status is changed to ‘confirmed’.</p>
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_10.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<div class="" style="text-align: center;">
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<div class="oe_span12">
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<h3 class="oe_slogan">POS Order with Quotation Reference</h3>
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<div class="oe_span5">
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<div class="oe_demo oe_picture oe_screenshot">
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<img style="border:10px solid white;" src="quot_11.png">
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2>
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<div class="oe_slogan" style="margin-top:10px !important;">
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<div>
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<a class="btn btn-primary btn-lg mt8"
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style="color: #FFFFFF !important;border-radius: 0;" href="https://www.cybrosys.com"><i
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class="fa fa-envelope"></i> Email </a> <a
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
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href="https://www.cybrosys.com/contact/"><i
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class="fa fa-phone"></i> Contact Us </a> <a
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
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href="https://www.cybrosys.com/odoo-customization-and-installation/"><i
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class="fa fa-check-square"></i> Request Customization </a>
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</div>
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<br>
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<img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block">
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<div>
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<a href="https://twitter.com/cybrosys" target="_blank"><i class="fa fa-2x fa-twitter" style="color:white;background: #00a0d1;width:35px;"></i></a></td>
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<a href="https://www.linkedin.com/company/cybrosys-technologies-pvt-ltd" target="_blank"><i class="fa fa-2x fa-linkedin" style="color:white;background: #31a3d6;width:35px;padding-left: 3px;"></i></a></td>
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<a href="https://www.facebook.com/cybrosystechnologies" target="_blank"><i class="fa fa-2x fa-facebook" style="color:white;background: #3b5998;width:35px;padding-left: 8px;"></i></a></td>
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<a href="https://plus.google.com/106641282743045431892/about" target="_blank"><i class="fa fa-2x fa-google-plus" style="color:white;background: #c53c2c;width:35px;padding-left: 3px;"></i></a></td>
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<a href="https://in.pinterest.com/cybrosys" target="_blank"><i class="fa fa-2x fa-pinterest" style="color:white;background: #ac0f18;width:35px;padding-left: 3px;"></i></a></td>
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</div>
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</div>
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</section>
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