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| author | Yannick Tivisse <yti@odoo.com> | 2017-11-29 15:49:43 +0100 |
|---|---|---|
| committer | Yannick Tivisse <yti@odoo.com> | 2017-11-29 15:49:43 +0100 |
| commit | 941037194d0644a0f2d3348aedd888bce5b1eb74 (patch) | |
| tree | 2e4809d61d7919234a0d8e756db3c16c5cef04bc /addons/web/static/src/js/views/basic/basic_controller.js | |
| parent | 8d49a38f03e4cfb331ec7a5b7113b2a84d3768ec (diff) | |
| parent | d8e70561e46be585e2751094ce5cf6c7548e9d54 (diff) | |
[MERGE] sales_management: Make the onboarding smooth
Purpose
=======
The flow for new users is still not smooth
The tour tips are not clear either
Specification
=============
1/ Rewrite the tour tips
- Organize your sales activities with the Sales Management app ==> OK
- Let's create a new quotation. Note that colored buttons usually point to the next logical actions. ==> OK but put it under the create button and not on the right
- Write the name of your customer to create one on the fly, or select an existing one. ==> OK but put it under the field and not above
- Click here to add some lines to your quotations. ==> Click here to add some products or services to your quotation.
- Select a product, or create a new one on the fly. The product will define the default sales price (that you can change), taxes and description automatically ==> Rename in into "Select a product, or create a new one on the fly."
- Once your quotation is ready, you can save, print or send it by email. ==> OK
- Use the breadcrumbs to go back to preceeding screens. ==> OK
- Use this menu to access quotations, sales orders and customers. ==> OK
- Click the Home icon to navigate across apps. ==> Remove that step
- Configuration options are available in the Settings app.==> remove that step
- Invite salespeople or managers via email. Enter one email per line. ==> remove that step
2/ Rename the menu entry "Invoicing" into "To Invoice"
3/ Rename the menu entry"catalog" into "Products"
4/ https://drive.google.com/a/odoo.com/file/d/0BxqHe5rtIxY0aEkxMURWeGtfSW8/view?usp=drivesdk
5/ In the order line, when you create a product on the fly: if set a price you store the price and the description on the product (not if you select the product, only if you quick create it) (only the first time, like in Purchase)
6/ Add 45 Days and 2 months in data of payment term
7/ http://nimb.ws/XPcUx3 Delete Invoice Order from Action menu in form view
8/ Settings : DHL, USPS, UPS, Fedex, bPost : Add the word connector (DHL Connector, USPS Connector,...)
9/ In Orders/Sales : remove the default filter Sales Order (doens't make sense) : https://www.youtube.com/watch?v=xOfidZapHs0&feature=youtu.be
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