4 <record model="ir.ui.view" id="sale_order_form_quote">
5 <field name="name">sale.order.form.payment</field>
6 <field name="model">sale.order</field>
7 <field name="inherit_id" ref="sale.view_order_form"/>
8 <field name="arch" type="xml">
9 <xpath expr="//header/button[@name='action_button_confirm']" position="before">
10 <button name="open_quotation" string="Preview Quotation" type="object" class="oe_highlight"
11 attrs="{'invisible': ['|',('template_id','=',False),('state','=','draft')]}"/>
13 <xpath expr="//header/button[@name='action_button_confirm']" position="before">
14 <button name="open_quotation" string="Preview Quotation" type="object" attrs="{'invisible': ['|',('template_id','=',False),('state','!=','draft')]}"/>
16 <xpath expr="//header/button[@name='action_quotation_send'][1]" position="replace">
17 <button name="action_quotation_send" string="Send by Email" type="object"
18 groups="base.group_user"
19 attrs="{'invisible': ['|',('quote_viewed','=',True),('state','!=', 'draft')]}"/>
20 <button name="action_quotation_send" string="Send by Email" type="object" groups="base.group_user"
22 attrs="{'invisible': ['|',('quote_viewed','=',False),('state','!=', 'draft')]}"/>
24 <xpath expr="//header/button[@name='print_quotation'][1]" position="replace">
25 <button name="print_quotation" string="Print" type="object" states="draft" groups="base.group_user"/>
27 <xpath expr="//page[@string='Order Lines']" position="after">
28 <page string="Suggested Products">
29 <label string="Optional Products & Services" for="options"/>
30 <field name="quote_viewed" invisible="1"/>
31 <field name="options">
32 <tree string="Sales Quotation Template Lines" editable="bottom">
33 <field name="product_id" on_change="on_change_product_id(product_id)"/>
35 <field name="quantity"/>
36 <field name="uom_id" groups="product.group_uom"/>
37 <field name="price_unit"/>
38 <field name="discount" groups="sale.group_discount_per_so_line"/>
39 <field name="website_description" invisible="1"/>
44 <xpath expr="//field[@name='client_order_ref']" position="after">
45 <field name="template_id" on_change="onchange_template_id(template_id, partner_id, fiscal_position)"/>
46 <field name="website_description" invisible="1"/>
51 <record model="ir.ui.view" id="view_sale_quote_template_form">
52 <field name="name">sale.quote.template.form</field>
53 <field name="model">sale.quote.template</field>
54 <field name="type">form</field>
55 <field name="arch" type="xml">
56 <form string="Sale Quotation Template">
58 <button string="Edit Template" type="object" name="open_template" class="oe_link oe_right"/>
59 <div class="oe_title">
60 <label for="name" class="oe_edit_only"/>
67 <label for="number_of_days"/>
68 <div id="number_of_days">
69 <field name="number_of_days" class="oe_inline"/> days
75 <field name="quote_line">
76 <form string="Sales Quotation Template Lines">
79 <field name="product_id" on_change="on_change_product_id(product_id)"/>
80 <label for="product_uom_qty"/>
83 name="product_uom_qty" class="oe_inline"/>
85 <field name="price_unit"/>
86 <label for="discount" groups="sale.group_discount_per_so_line"/>
87 <div groups="sale.group_discount_per_so_line">
88 <field name="discount" class="oe_inline"/> %%
92 <notebook colspan="4">
93 <page string="Description">
96 <page string="Website Description">
97 <field name="website_description" />
101 <tree string="Sales Quotation Template Lines" editable="bottom">
102 <field name="sequence" widget="handle"/>
103 <field name="product_id" on_change="on_change_product_id(product_id)"/>
105 <field name="product_uom_qty"/>
106 <field name="product_uom_id" groups="product.group_uom"/>
107 <field name="discount" groups="sale.group_discount_per_so_line"/>
108 <field name="price_unit"/>
109 <field name="website_description" invisible="1"/>
113 <page string="Suggested Products">
114 <field name="options">
115 <tree string="Sales Quotation Template Lines" editable="bottom">
116 <field name="product_id" on_change="on_change_product_id(product_id)"/>
118 <field name="quantity"/>
119 <field name="uom_id" groups="product.group_uom"/>
120 <field name="price_unit"/>
121 <field name="discount" groups="sale.group_discount_per_so_line"/>
122 <field name="website_description" invisible="1"/>
127 <field name="website_description" invisible="1"/>
128 <field name="note" placeholder="Terms and conditions..." nolabel="1"/>
133 <record model="ir.ui.view" id="view_sale_quote_template_tree">
134 <field name="name">sale.quote.template.tree</field>
135 <field name="model">sale.quote.template</field>
136 <field name="type">tree</field>
137 <field name="arch" type="xml">
138 <tree string="Sale Quotation Template">
143 <record id="action_sale_quotation_template" model="ir.actions.act_window">
144 <field name="name">Quotation Templates</field>
145 <field name="type">ir.actions.act_window</field>
146 <field name="res_model">sale.quote.template</field>
147 <field name="view_type">form</field>
148 <field name="view_mode">tree,form</field>
149 <field name="help" type="html">
150 <p class="oe_view_nocontent_create">
151 Click here to create your template.
153 Use templates to create polished, professional quotes in minutes.
154 Send these quotes by email and let your customers sign online.
155 Use cross-selling and discounts to push and boost your sales.
160 <record id="sale.action_quotations" model="ir.actions.act_window">
161 <field name="help" type="html">
162 <p class="oe_view_nocontent_create">
163 Click to create a quotation, the first step of a new sale.
165 Odoo will help you handling efficiently the complete sale flow:
166 from the quotation to the sales order, the
167 delivery, the invoicing and the payment collection.
169 Promote products with a designed quotation template you send by email.
171 The social feature helps you organizing discussions on each sales
172 order, and allows your customers to keep track of the sales orders' evolution.
177 <menuitem action="action_sale_quotation_template" id="menu_sale_quote_template" parent="base.menu_sales_config" sequence="1" name="Quotation Templates" groups="base.group_sale_salesman,base.group_sale_manager"/>