Sales - Odoo 17 Enterprise Book

Products

The product is obviously a crucial element in any type of business. No matter if it is a consumable product or a service product, you should always put product management first if you want to run a successful firm. Due to the importance of a company's products being managed properly, Odoo 17 Enterprise provides a specific platform for keeping track of all pertinent information about product management. This platform will ensure that important data about the products that are set up in the system for sales operations is tracked. You will gain from using Odoo 17's unique product management solution in many areas of your business. You may keep an organized record of all of your sales goods with the help of the product configuration tool. You can find relevant tabs to record accounting, purchasing, inventory, eCommerce, and many other types of data linked to product management operations in each product configuration window.

We'll talk about the Products menu in the Odoo 17 Sales module here. You are required to include the product information when producing new quotations or sales orders in the sales module. To make easier to create quotations or sales orders in the Sales module, it is crucial to keep track of all sales products. By doing this, you can quickly and conveniently choose the necessary item from your system with only one click. Because of the Odoo 17 ERP system's high degree of integration, the Inventory and Sales modules can operate together, enabling you to obtain product stock information directly from the Sales module. Therefore, make sure you configure the necessary products to the Sales module before establishing a sales order.

The Products menu will be displayed in the main menu bar of the Odoo 17 Sales module. Under it, you'll find sub-menus for things like Products, Product Variants, price lists, Discount and loyalty, and Gift Cards & eWallet.

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We will go into great depth about each of these sub-menus. Let's first examine the Sales module's Product management window.

Odoo17 will take you to a new window with a list of all the configured products in the Sales module as soon as you choose the Products submenu. Both the List view and Kanban view are available for this window. The product management window's Kanban view is shown in the screenshot that follows.

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Similar to what we saw in the CRM module, Odoo 17 has altered the icon for the Kanban view. On this platform, in addition to the kanban and list views, you will also have access to the Activity view, which displays a list of the activities scheduled for various sales-related operations for various items. Regardless, the Filters and Group By options are also included in this box to make the sorting process simpler. Both sorting methods have customizable options so you can quickly and easily retrieve the needed data. Each product has a star icon that you can use to add it to your favorites list.

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The Product Name, Internal Reference, Responsible, Product Tags, Sales Price, Cost, Quantity on Hand, Forecasted Quantity, and Unit of Measure are all detailed in the List view of the product window. Using the icon located in the window's right corner, as seen in the screenshot below, you can add more default fields and custom fields to the list view.

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Let's now see how new products are configured in the Odoo 17 sales module. You can choose the necessary products from the provided list and alter them if you wish to make modifications to the products that are currently accessible. You are instructed to click the New button in order to create a new record. Below is a screenshot of the new product configuration window.

In the Product Name column, the product's name may be mentioned. As we already indicated, you can add this product to your favorites list by using the star icon. Depending on the option you choose, this product can be sold, bought, expensed, recurring, and rented.

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If you want to sell this product, you can select the Can be Sold option. This product can be set up to be purchased by using the Can be Purchased option. By using the Can be Expensed option, the product can be chosen at a cost. By choosing the Recurring option while confirming a sales order for this product, a subscription will be created. By selecting the Can be Rented option in Odoo 17, you can rent the item.

In Odoo 17, the Sales module is integrated with many other important modules. In the product setup window, you will be able to access advanced tabs depending on the modules that are installed in your database. Let's go into more depth about each of them.

The general information about the product is mentioned on the General Information tab. From the available options, pick the best Product Type.

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The product types accessible in Odoo 17 include Consumable, Service, Storable Products, Event Tickets, Courses, and Event Booths. A storable product is one that you keep stock of. To manage the storable goods, the Inventory module must be installed. Consumable goods are tangible items that don't require inventory management. These are constantly accessible. A service is a non-tangible good you offer your clients.

You can provide the Invoicing Policy following the mention of the Product Type. Depending on demand, you can set the invoicing policy based on the quantity that was requested or supplied. By selecting the invoicing policy as Ordered Quantities, you can invoice the customer's ordered quantities. Odoo 17 will produce invoices for the quantities delivered to the client when the invoicing policy is set to Delivered Quantities.

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In the Unit of Measure section, you can provide a default unit of measurement that will be used for all stock activities. The default UoM purchase orders can be set using the Purchase UoM field. It must belong to the same class as the standard unit of measurement.

You can enter the Cost, Product Category, Internal Reference, Barcode, Product Tags, and Company information in the respective fields.

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You can add notes for internal usage in the Internal Notes section of the General Information tab. Thus, Odoo unveiled a brand-new Chat GPT integration feature. To enable the Chat GPT option, add a “ / ” to the internal note section. With this, users can use AI to create or modify content.

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After selecting Chat GPT, a popup window for text generation using AI will show up. In the Send Message area, add our requests and then click the green button next to it.

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As a result, the top portion of the screen will display a brief remark on the necessary subject.

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The AI-generated description can be easily added to the product's internal notes section by using the Insert button.

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A product may occasionally have several variations, each with a different set of features. Under the Attributes & Variants tab, a product's attributes and variations can all be listed.

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You can enter the Attributes and associated values in the designated locations by selecting the Add a Line option.

The Sales tab of the product setup window will contain information on the new product's sales. This area allows you to specify your point of sale, eCommerce store, and upselling and cross-selling methods. The Sales tab of a product is displayed in the screenshot below. You can specify Optional Products, Accessory Products, and Alternative Products in the corresponding slots under the Upsell & Cross-Sell box.

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  • Optional Products: A cross-selling technique proposes related products whenever a consumer clicks the 'Add to Cart' button on an eCommerce page.
  • Accessory products: Another cross-sell tactic is accessory products, which are recommended when a customer reviews their shopping basket before checking out.
  • Alternative Products: This upsell tactic promotes products on the product page as alternatives to a given item.

Here, Odoo 17 gives you the choice to create product warning messages. From the Sales module's Settings menu, you can turn on this option. You can set warnings and block notifications on a product using this functionality.

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You can choose to turn on the Sale Warnings under the Quotation & Orders page. The field Warning will appear in the sales tab of the product setup window as soon as you enable this option, allowing you to set a warning when selling that product.

You can choose from the actions of Warning, Blocking Message, and No Message. If you choose the Warning option, the user will receive a warning message, which you can customize in the provided field. Odoo 17 will stop the flow if the Blocking Message is chosen.

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You can include sales-related notes that will be included on the sales orders and invoices for this specific product by using the Sales Description field.

You can provide information about your eCommerce website in the Commerce Shop section to publish the product for online sales. The eCommerce page's display order will be decided by the Website Sequence. The product's eCommerce category might be mentioned in the Categories section. To draw customers, you can add ribbons with words like New, Out of Stock, Limited Stock, etc. When publishing a product on an eCommerce page. You can list these ribbons in the Ribbons field.

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You may enable the Available in POS Point Of Sale option provided under the Point of Sale field if you want this product to be shown at the point of sale. You can add more product media for the product using the Add a Media button.

The Purchase tab can be used to define the purchase-related details when configuring a product that can be purchased. Using the Add a Line button, you may specify the product's vendors here. Using this option, you can add numerous vendors to a product. You can turn on the Subcontract field if you want to subcontract the product.

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Enter the appropriate information in the relevant fields, including the Currency that is best for your purchase operations with the chosen vendor, the quantity you must buy from this vendor in order to receive the price expressed in the vendor's product unit of measure, the default Unit of Measure used for purchase orders, the Price to Buy This Product, and the Delivery Lead Time. The lead time in days between the purchase order's confirmation and the product's arrival in your warehouse is known as the delivery lead time.

The Vendor Taxes column can be used to add the default taxes that were applied when purchasing the product. The regulated Policy can be configured to either Ordered Quantities or Received Quantities, which will regulate invoices based on those quantities. Purchase orders will be supplemented with the notes specified in the Purchase Description field.

The Inventory tab of the product setup window, as seen, will have the necessary data to manage the product's inventory. You can choose from the available options for the specific product's Routes of operations. This will enable you to specify the product's path based on the modules that are installed in your database. You can mention a user in the Responsible area under the Logistics field. The following tasks pertaining to the logistical operations for this product will fall under the purview of this user. You can specify the product's weight and volume in the corresponding fields.

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If the BOM has many levels, the component manufacturing lead times will be added. You can define the Manufacturing Lead Time in the field, which is the average lead time in days to manufacture this product. This can be used to decide when components should be given to the subcontractor in the event that the product is subcontracted. Additionally, a section for entering the number of days needed to prepare manufacturing orders will be provided. You can include the delivery lead time in days in the customer lead time field. It is the number of days that have been promised to the customer from the time the sale has been confirmed to the delivery.

Mention the HS Code, a standardized designation for international shipping and product declaration, in the relevant field. It is currently exclusively utilized by FedEx as a shipping service. The Origin of Items field will identify the place from which the items came, i.e., not the location from which they were sent, but the location from which they were made.

You have two locations to specify under the Counterpart Location section.

  • Production Location: For stock moves resulting from manufacturing orders, this stock location will be utilized as the source location rather than the default one.
  • Inventory Location: When you perform an inventory, this stock location will be utilized as the source location for stock moves rather than the default one.
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By selecting the Product Packaging techniques option from the Settings menu of the Sales module, you will be able to add a new field to the Inventory page where you may specify the packaging techniques.

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The field to specify the packing techniques will appear as soon as you enable the option, as seen in the figure below.

You can add packaging along with the Package Type, Contained Quantity (the number of products contained in the package), Unit of Measure, Sales Order, and Purchase Order using the Add a Line button. Additionally, you can include remarks in the corresponding fields for the Description for Receipts, Description for Delivery Orders, and Description for Internal Transfers.

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To keep track of a product's financial information, the accounting tab will be useful. You can specify the Income Account in the Receivables area and the Expense Account in the Payables field. When confirming the associated vendor bill, the price difference between a purchase order and its linked vendor bill is recorded in the Price Difference Account for automatic inventory valuation.

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You can specify the Commodity Code and Country of Origin under the Intrastat field. Odoo 17 will automatically send a product-specific email once the invoice has been validated if an email template is defined in the Automatic Email at Invoice field. The UNSPSC Category field allows the product's associated UNSPSC code to be specified.

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By turning on the Sell on eBay option under the eBay tab, you can sell this item on eBay.

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This tab will provide you with the product's eBay Status. Title, Subtitle, Item Condition, Category, Store Category, Listing Type, Starting Price for Auction, Buy it Now Price, Duration, Allow Best Offer, and Private Listing are all fields that you can enter information in. In the provided fields, you can describe the policies connected to selling products on eBay, such as the Payment Policy, Return Policy, and Shipping Policy. You can add a Description Template pertaining to the features of the product under the eBay Description tab.

We talked about every tab that was there in the product setup window. In the Odoo 17 Sales module, we configure products in this manner.

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