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[17.0][IMP] sale_order_type: improve readme #3336
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To configure Sale Order Types you need to: | ||||||
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1. Go to **Sales \> Configuration \> Sales Orders Types** | ||||||
2. Create a new sale order type with all the settings you want | ||||||
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![alt text](../static/description/Sale_type_confi_1.png) | ||||||
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2. The list of already existing "types" will be displayed | ||||||
![alt text](../static/description/Sale_type_config_2.png) | ||||||
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3. Create a new Sale Order type with all the settings you want using the available fields: | ||||||
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![Alt text](../static/description/Sale_type_config_3.png) | ||||||
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This module adds a typology for the sales orders. In each different | ||
type, you can define, invoicing and refunding journal, a warehouse, a | ||
stock route, a sequence, the shipping policy, the invoicing policy, a | ||
payment term, a pricelist and an incoterm. | ||
This module adds a typology for the sales orders. | ||
In each different type, you can define, invoicing and refunding journal, a warehouse, a stock route, a sequence, the shipping policy, the invoicing policy, a payment term, a pricelist and an incoterm. | ||
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You can see sale types as lines of business. | ||
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You are able to select a sales order type by partner so that when you | ||
You are able to select a sales order type: | ||
- by Sale Order: directly select the type you want in the dedicated sale order | ||
- by Partner: so that when you | ||
add a partner to a sales order it will get the related info to it. |
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1. Go to **Sales \> Sales Orders** and create a new sale order. Select | ||||||
the new type you have created before and all settings will be | ||||||
propagated. | ||||||
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![alt text](../static/description/Sale_type_usage_1.png) | ||||||
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2. You can also define a type for a particular partner if you go to | ||||||
*Sales & Purchases* and set a sale order type. | ||||||
*Sales & Purchases* tab of the partner and set a sale order type: | ||||||
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![alt text](../static/description/Sale_type_usage_2.png) | ||||||
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Scroll down to find the "Sale order Type" field: | ||||||
![alt text](../static/description/Sale_type_usage_3.png) | ||||||
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