Odoo 14 Community book

Products

The products window in the platform is depicted below where you can see all the products described in the platform in the Kanban view.

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You can also view this window in list view and the image of the window is depicted below.

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Like any other window in the platform, here also you have the customizable and default functions such as filters, group by, favorites, and favorite search. Moreover, you can schedule activities by selecting the view activity button.

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The image of the schedule activity window is depicted below where you can mention the Activity Type, Due date, allocate assigned person along with the summary of the activity.

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Now it is time to come back to the product window. Here in the window, you have the provision to create new products. This can be done by selecting the Create icon available on the top left corner of the window. The image of the window is depicted below.

You can create new products here by providing all the required information. First of all, you can provide the product name which is the name of the product and it will be displayed on all platforms when mentioning this particular product. Next, you have three enabling options such as can be sold, can be purchased, can be expensed. This opinion is used mainly in the time of creating a raw material or a product for internal consumption. If the product is for selling purposes you can enable this option. When the product is for purchasing you can select the can be purchased option. Additionally, the expensed option is for specifying whether the product can be selected at an expense.

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Under the general information tab, you have so many options such as product type, product categories, internal reference, bar code, sales price, customer taxes, cost, and company. Under the product type, you have three options

1. Storable product

2. Service product

3. Consumable product

The storable products are the products used in the stock management system and its restoration of stock or supply to a formal level is more or less automated as described by the rules in the system. It can be managed with the help of an inventory and you can easily manage your minimum stock level by setting reordering rules for stock in your system. This will keep a product from running out of stock. Also, the platform will show warning messages or alerts in the quotation if you fail to set reordering rules.

A consumable product is a tangible product and it can be taken care of as a storable product with the exception that the stock management was not taken into account by the system. On the other hand, it can be directly received by the customer from the supplier. Odoo handles it as the product always has sufficient stock.

Odoo considers the services which the company provides to the customer as the product and it is labeled as non-material products. This type of product does not seem in the stock operations. The assumption of services as the product will be helpful for the easy running of the business ERP.

After confirming the product type you can select the product category from the drop-down menu where you can view all the created product categories and you can also have the create option

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By enabling this option you can organize the products under a specific category. The internal reference field is used to enter the product code which is used as an alternative code for the product. Most of the time Odoo uses the product name field and the product description when displaying the product information. In the case of a company, It is quite common to have a specific coding system for their products. So the internal reference field is practical to enter the alternative product code.

The advanced Barcoding functionality is definitely helpful when managing products, especially when dealing with a large number of products. This will help you to reduce human errors and human efforts. In the barcode field, Odoo allows you to add or update product quantity or other details by scanning the product barcodes. This is possible in both the time of receiving and selling products.

Now you can allocate the sales price which is the selling price of the particular product. Additionally, you can define the customer taxes which are the default taxes used when selling the product. Odoo has a tax engine and it supports various kinds of taxes such as GST, CST, SST, and many more. If you are mentioning the tax details here, this tax will come as the default one for the product in the sale order. Along with the customer taxes, Odoo allows you to set different types of taxes such as value-added taxes (VAT), federal taxes, eco-taxes, withholding taxes, retention, vendor taxes. The chart of accounts used in most of the countries is pre-configured with the major taxes of the country. Moreover, you can define the cost of the product, company, along with the unit of measure and the purchase unit of measure which is the default unit of measure used for purchase orders. It must be in the same category as the default unit of measure. Finally, you may add the internal notes if it is needed.

Under the Variants tab, you can add the values and attributes by selecting the Add a line option. Attributes define the color, size, or other features of the product variant and the values mean the attribute values such as the sizes like large, medium, and small.

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Now we can come to the sales tab of the product creation window, and here you can select the invoicing policy manually. If you are activating the ordered quantities option, what is the ordered rule is used as the default mode. This means the invoice quantities used by the customer. In the case of Delivered quantities, which means the invoice quantity that has been delivered to the customer. The re-invoice expenses can be enabled. This means a validated expense can be re-invoiced to a customer at its cost or sales price. If there are no such expenses you can enable the ‘No’ option. Additionally, you can allocate the email template and it will help you to send a product-specific email once the invoice is validated. Moreover, you can specify the optional products which are the suggested products when a customer hits the Add to cart menu and you can enable the ‘Is an event ticket’ option for automatically creating an event registration for this product at the time of sale order confirmation. Finally, you can provide a sales description of the product that you want to communicate to your customers. This description will be copied to every sales order, delivery order, and customer invoice or credit note.

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Under the eCommerce tab, you have so many options. The website option allows you to restrict publishing to this website and you can allocate products under the categories option and the selected products will be available in the mentioned eCommerce category. This can be done by going to shop -> customize and enable the eCommerce categories.

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Moreover, you can mention the alternative products for recommending it to your customers and it is considered as the upsell strategy also these products show up on the product page. Additionally, you can also include the accessory products and it will show up when the customer reviews the cart before the payment and this is part of cross-sell strategy. And also you have the advanced option named Extra Product Media and this option allows you to upload a video URL or photograph of the product to give a better experience to the customer.

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Under the Point of sale, you have an option named Available in POS. By enabling this option you can make the product appear at the point of sale.

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Under the Purchase tab of the product creation window, you can define vendor pricelists. Here you can provide the details of the vendor by selecting the Add a line option. You can also enable the option Purchase automatically for auto-creating RFQ to buy the product each time you sell this product through a SO and keep in mind to set a vendor on the product. Moreover, you can define vendor taxes which are the default taxes used when buying the product along with the control policy. Finally, you can provide the purchase description and this note will be added to purchase orders.

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Now let us discuss the option available under the Inventory tab of the Odoo product creation window. Firstly you can view the Routes option and it will allow you to define the route of the product depending on the modules installed. This can be helpful for deciding whether the product will be brought, manufactured, or replenished on orders and so on. Under the logistics heading, you can allocate the responsible person who is responsible for the next activities related to logistic operations for this product. You can also mention the weight along with the volume, manufacturing lead time, customer lead time, and HS code. Additionally, you can set the counterpart locations and these stock locations will be used instead of the default one as the source location for the stock moves generated by manufacturing orders.

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You can create different product packages by selecting the Add a line option available under the Packaging option. This option allows you to package the same product in different ways. The image of the product packages creation window is depicted below.

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Finally, you can include the description for delivery orders and the description for receipts.

So far we were discussing the product creation window and now let us move on to discuss the Customers window available in the platform.

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