How to create quotations

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Introduction

Product variants are an essential part of an online sales catalog. They provide customers with options for customizing their purchases based on characteristics like size, color, or style. Odoo, a popular ERP solution, makes it easy to create and manage product variants through its Sales module.

 

In this article, we will explore how to create product variants and attributes in Odoo, offering a step-by-step guide for businesses that want to provide a wide range of product options to their customers.

Understanding Product Variants

 

Product variants are different versions of a single product, differentiated by attributes such as color, size, or material. For example, if you’re selling T-shirts, each combination of color and size can be considered a product variant.

Example:

Let’s say an apparel company is selling a T-shirt called “Unisex Classic Tee” with the following options:

  • Color: Blue, Red, White, Black
  • Size: S, M, L, XL, XXL

In this case, each combination of color and size represents a unique product variant. For example, “T-shirt: Blue, S” would be one variant, and “T-shirt: Red, XL” would be another.

This feature is particularly helpful when you have a single product that comes in different options and want to track each combination separately for inventory and pricing.

Configuring Product Variants in Odoo

To start using product variants in Odoo, you must first enable the Variants feature. Here’s how:

 

  1. Navigate to the Sales app: Go to Sales → Configuration → Settings.
  2. Enable the Variants Feature: Under the Product Catalog section, check the box to activate the Variants feature.
  3. Save Settings: After enabling, click Save to confirm the changes.

Once activated, Odoo will allow you to create variants for any product.

Creating Attributes for Product Variants

 

Before creating product variants, you must first set up the attributes that will define the variants. Attributes are the characteristics that you want your customers to choose from, like color, size, or material.

 

Steps to Create Attributes:

  1. Navigate to the Attributes Page: In the Sales app, go to Configuration → Attributes.
  2. Add a New Attribute: Click New to create a new attribute. For example, you can create an attribute called Color or Size.
  3. Configure Display Type: Choose the display type for how the attribute options will appear on your online store or Point of Sale (POS). The options include:
    • Pills: Options appear as buttons.
    • Color: Options are shown as color squares (ideal for color-related attributes).
    • Radio: Options appear as a list of bullet-style choices.
    • Select: Options appear in a drop-down menu.
    • Multi-checkbox: Options appear as checkboxes.
  4. Choose Variant Creation Mode: You can choose from the following modes:
    • Instantly: Variants are created automatically when attributes are added.
    • Dynamically: Variants are created when attributes are selected in a sales order.
    • Never: Variants are never created automatically.

 

Note: You can’t edit this setting after it’s applied.

 

  1. Make Attribute Visible to Customers: Use the eCommerce Filter Visibility field to decide if the attribute should be visible to customers. Choose between Visible and Hidden.
  2. Category: Group attributes under specific categories (optional), which makes it easier to manage them.

Adding Attribute Values

 

Once you create an attribute, you need to add the possible values. For example, if you created a Color attribute, the values could be Blue, Red, White, and so on.

  1. Navigate to the Attribute Values Tab: In the attribute form, go to the Attribute Values tab.
  2. Click “Add a Line”: Add a new line for each value.
  3. Custom Values: If you want to provide a unique option that’s not predefined, you can mark the value as custom.

Example:

For the Color attribute, you could add values like Blue, Red, Black, etc., and assign specific color codes for each option.

 

Work Plan Highlights

 

    • All communication with Steve and internal discussions were managed through service tickets.
    • New requests or modifications were raised as tickets and automatically routed to the relevant teams.

Creating Product Variants Using Attributes

 

Once you’ve created attributes and their corresponding values, you can add them to a product template.

 

Steps to Create Product Variants:

  1. Navigate to the Product Form: Go to Sales → Products → Products, and either create a new product or edit an existing one.
  2. Go to the Attributes & Variants Tab: This is where you will add the attributes you created earlier.
  3. Click “Add a Line”: Select the attribute (e.g., Size, Color) from the drop-down menu and choose the values that apply to the product.

For example, for a T-shirt, you would add Color with values like Red, Blue, Black, and White. Similarly, you can add the Size attribute with values like S, M, L, XL.

 

4. Configure Variants: Once the attributes are selected, click Configure to see the variant combinations. Odoo will automatically generate combinations of selected values.

Viewing Product Variants:

 

After adding attributes to a product, Odoo will display a Variants smart button at the top of the product form. When you click on this button, you’ll see all the variants of that product based on the attributes you’ve set up.

 

Managing Product Variant Prices and Inventory

 

Each product variant has its own unique characteristics and pricing. You can set different prices for each variant based on attributes. For example, a product variant in Red could have a higher price due to dyeing costs, or a variant in Size XL might have a different price.

 

  • Pricing: Each variant can have an additional price, known as Value Price Extra.
  • Inventory: Inventory is tracked per variant. For example, if you have 50 units of a Red, Size M variant and 30 units of a Blue, Size L, Odoo will track these separately.
  • Barcode: Each variant can have its own unique barcode or SKU.

Example:

 

If a Red T-shirt has a price of $25, and a Blue T-shirt is $22, you can adjust the price using the Value Price Extra field.

Conclusion

Product variants and attributes allow businesses to manage different versions of a single product, making it easier to offer a wide range of customization options for customers. Odoo’s functionality ensures that each variant is managed independently, making it ideal for businesses with complex product catalogs.

 

By following these simple steps, you can create and manage product variants effectively within Odoo, giving your customers the flexibility they desire while streamlining your inventory and sales process.

 

For more information, you can explore these helpful links:

Sale order quotation - Previous Sale order quotation Next - Sale order quotation How to create Quotation templates

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