How to Set Optional Products in Odoo Sales

Setting Optional Products in Odoo Sales

In Odoo, optional products can be added to both quotations and quotation templates, making it easier to suggest related products at any stage of the sales process.

1. Adding Optional Products to a Quotation

To add optional products to a quotation, follow these simple steps:

1. Navigate to the Optional Products Tab:
   • Open the quotation form in the Sales
   • Click on the Optional Products tab in the quotation form.
2. Add Products:
   • Click Add a product in the Optional Products tab.
   • A drop-down menu will appear showing all products available in the Odoo database.
   • Select the desired product to add it as an optional product.
3. Adjust Quantity (Optional):
   • Once a product is added, the default quantity will be 1, but you can change the quantity if necessary.
4. Delete Optional Products:
   • If you need to remove a product, simply click the (trash can) icon next to the item.
5. Preview the Quotation:
   • To see how the optional products will appear to customers, click the Preview button at the top of the page.
   • Customers will see the optional products in the Options section of the quotation, and they can add them by clicking the (shopping cart) icon.

How Optional Products Work for Customers

When a customer receives the quotation, they can add optional products to their order directly from the customer portal. Once added, these products will automatically be reflected in the salesperson’s backend system, keeping everyone updated on changes in real time.

2. Adding Optional Products to Quotation Templates

If you frequently offer the same optional products for specific types of quotations, you can configure them directly within quotation templates. This ensures that the optional products are automatically included whenever that template is used, saving time and effort.

Steps to Set Optional Products in Quotation Templates

1. Navigate to Quotation Templates:
   • Go to Sales > Configuration > Quotation Templates in the Odoo app.
   • Select an existing template or click New to create a new one.
2. Access the Optional Products Tab:
   • In the quotation template form, go to the Optional Products
3. Add Optional Products:
   • Click Add a line and select the products to add as optional items.
   • These products will now be included by default when the quotation template is used.
4. Remove or Add Products Later:
   • When generating a quotation from this template, the salesperson can add or remove optional products before sending the quotation to the customer.

Best Practices for Offering Optional Products

• Encourage Upgrades: Offer customers a choice to purchase a higher-end version of the product, such as offering premium features or additional services.
• Cross-Sell Related Items: For example, if a customer is buying a wooden chair, they offer optional products like a chair warranty, a cushion, or a matching table.
• Be Strategic: Choose optional products that add value to the main product and make sense for the customer’s needs.

Examples:

• For Car Sales: Offering optional products like seat covers, premium wheels, or a sunroof can increase the sale amount.
• For Furniture: If a customer is purchasing a desk, optional products like ergonomic chairs, keyboard trays, or additional storage units may encourage a larger order.