53 lines
1.9 KiB
ReStructuredText
53 lines
1.9 KiB
ReStructuredText
.. _Listing customers:
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Listing customers
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=================
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In Tryton, by definition, the `Parties <party:model-party.party>` that
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have bought `Products <product:concept-product>` from your
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`Company <company:model-company.company>` are its customers.
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The *Sale Module* lets you get a list of these from the
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[:menuselection:`Parties --> Parties --> Associated to Sales`]
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main menu item.
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.. tip::
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For some companies it is important to know which parties are, or may
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eventually be, customers before they have bought anything.
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One way you can do this is to create a ``Customer``
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`Category <party:model-party.category>`, and add all the appropriate
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parties to it.
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.. _Making products salable:
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Making products salable
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=======================
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Before you can add a `Product <product:concept-product>` to a
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`Sale <model-sale.sale>` it must be marked as salable.
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When you do this you will also be able to set some additional properties such
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as the `Unit of Measure <product:model-product.uom>` the product is normally
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sold in and how long it normally takes before the product can be delivered.
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.. _Finding sale prices and availability:
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Finding sale prices and availability
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====================================
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Before making a `Sale <model-sale.sale>` it is sometimes useful to know how
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much of a `Product <product:concept-product>` is available, and what the sale
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price will be.
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You can get a list of this information for the salable products by using the
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[:menuselection:`Sales --> Salable Products`] main menu item.
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The `Sale Context <model-product.sale.context>` allows you to adjust the
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various parameters that can effect stock availability and price, such as which
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`Warehouse <stock:concept-stock.location.warehouse>` will be supplying the
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product, who the customer is and how much they want to buy.
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.. tip::
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As with all Tryton data you can export this list to a
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:abbr:`CSV (Comma Separated Value)` file by using the form's
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:guilabel:`Export` menu item.
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