Odoo 16 Community Book

Products

A strategically organized product configuration directly determines the perfect functioning of the Purchase, Inventory, Sales, eCommerce, and Rental modules. Hence, a coherent arrangement of products indicates the smooth performance of these modules. Odoo 16 allows you to categorize products with their variants, which aids your convenience in identifying and modifying a particular product.

Click the Products tab on the main menu bar and select ‘Products’ from the dropdown list. The Products window displays the list of products already created in the module.

Odoo Community Edition Book

This window offers both Kanban and List views for the products. Options like Filters, Group By, and Favorites are available for effortlessly grouping these items. As default Filters, you will get My Quotation, Quotations, Sales Orders, and Create Date options. The products can be grouped based on Salesperson, Customer, and Order Date. You can also click on a particular product to view its details. The small star icon can be used to add the product as your favorite.

Odoo Community Edition Book

As you can see in the form view, the Edit button is absent. You can directly edit every field by placing your cursor on it. The placement of the Create button is on the right, unlike in previous Odoo versions. These two additions are unique to Odoo 16. You can also track and analyze your product info using the tabs – Extra Prices, Go to Website, number of Units On Hand, number of Units Forecasted, details of In and Out product transit, Reordering, Bill of Materials, and More. When you click on the More button, you will get a dropdown list with the options to view the Putaway Rules, Storage Capacities, Purchase History, Sales Analysis, and Digital Attachments.

Click on the Create button to add and specify the details of a new product to the system. This action will take you to a window where you can assign the product specifications under the tabs – General Information, Attributes & Variants, Sales, Purchase, Inventory, and Accounting.

Odoo Community Edition Book

Give your product’s name and insert its picture in the respective fields. Then, check the options applicable to your product, i.e., Can be Sold, Can be Purchased, and Can be Expensed. Under the General Information tab, you can choose the Product Type from the dropdown list – Consumable, Service, Storable Product, Event Ticket, Course, or Event Booth.

Set the Invoicing Policy as ‘Ordered quantities’ or ‘Delivered quantities.’ The former will generate an invoice for ordered products and the latter for delivered products. Similarly, assign Unit of Measure, Purchase UoM (Unit of Measure), Sales Price, Customer Taxes, and Cost. Select the Product Category from the list of options available. You can also add Internal References, Barcode, and Product Tags. Finally, select the Company associated with your product, which is vital, especially if you’re working in a multi-company setup.

If your product has multiple variants, you can specify and link them to the product under ‘Attributes and Variants.’

Odoo Community Edition Book

Click ‘Add a Line’ to configure the product's variant Attributes and Values. You can also manage and compose these variants using the Product Variants option under the Products tab. Similarly, ‘Attributes’ under the Configuration tab allows you to specify a product’s attributes and corresponding values.

Under the Sales tab, you can configure the sales aspects of the product.

Odoo Community Edition Book

In the Upsell & Cross-Sell section, three fields are available – Optional Products, Accessory Products, and Alternative Products. ‘Optional Products’ appear on the screen when the customer clicks on ‘Add to Cart.’ The system suggests ‘Accessory Products’ when the customer reviews the cart before payment,’ while ‘Alternative Products’ show up on the product page to sell alternatives.

Under ‘eCommerce Shop,’ you can add the website address to publish the product. The Website Sequence field determines the display order in the website eCommerce. In the Categories field, mention the eCommerce categories in which you want to include the product. You can also assign a ‘Ribbon’ to the product, i.e., Sale, Sold Out, Out of Stock, etc. Add a note under ‘Sales Description,’ which will appear on sales orders and invoices.

Activate the option ‘Available in POS’ if you want to include this product in the Point of Sale module. You can also attach additional product media by clicking on ‘Add a Media.’

Now, go to Configuration → Settings. Under ‘Quotations & Orders,’ activate the Sales Warnings feature.

Odoo Community Edition Book

This action will generate a new section called ‘Warning when Selling this Product’ under the Sales tab.

Odoo Community Edition Book

The dropdown list of the Warning field has three options – No Message, Warning, and Blocking Message. If you select ‘No Message,’ the system will not display any message. ‘Warning’ will notify the user with a pre-configured message, while ‘Blocking Message’ will throw an exception with the message and block the flow.

Under the Purchase tab, you can configure the details of vendors. Click on ‘Add a Line’ to add info like Vendor name, Price, Currency, and Delivery Lead Time. Using ‘Vendor Taxes,’ specify the default taxes charged while buying the product. The Control Policy field allows you to decide whether to control bills based on ordered or received quantities. You can add notes to purchase orders using ‘Purchase Description.’

Odoo Community Edition Book

In the Inventory tab, you can monitor and specify inventory-related operations associated with the product.

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Depending on the modules installed, ‘Routes’ will allow you to define the product’s route, i.e., whether it will be bought, manufactured, replenished on order, etc. Under the Logistics section, fill in the field ‘Responsible,’ which decides the responsible person for the subsequent activities related to logistics operations. Specify the weight and volume of the product in the respective fields.

‘Manufacturing Lead Time’ is the average lead time in days to manufacture this product. In the case of a multi-level Bill of Materials, the manufacturing lead time of the components will get added. If the product is sub-contracted, this determines the date of sending the parts to the sub-contractor. In the field ‘Days to prepare Manufacturing Order,’ specify the number of days to create and confirm manufacturing orders. ‘Customer Lead Time’ indicates the time gap between sales order confirmation and delivery. ‘HS Code’ is the standardized international shipping and goods declaration code. Indicate the actual place of manufacture/ production of the item next to ‘Origin of Goods.’

Give the Production Location and Inventory Location details, which will be used instead of the default ones, as the source location for stock moves generated by manufacturing orders and inventory operations, respectively. In the Packaging section, you can add various product package methods. To activate this feature, you must enable ‘Product Packagings’ from the Settings menu.

Odoo Community Edition Book

Right beneath ‘Packaging,’ you can see the fields like ‘Description for Receipts’ and ‘Description for Delivery Orders.’ The text you type under the former will get added to receipt orders and the latter to delivery orders.

The Accounting tab allows you to configure an email template for sending a product-specific email once the invoice has been validated.

Odoo Community Edition Book

You can add this template in the Email Template field.

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