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Hello good day, I am trying to make a quote with two or more alternative products but I can't find the way, I explain the case in an example, you want to buy a computer, I offer you 3 alternatives, a Dell, a Lenovo and a Mac, when I make the quote it gives me the total for the three, and the payment window shows me the charge for all three, but you are only interested in one computer, I am not interested in taking it to the web, I am only trying to make a quote in PDF

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Abbandona
Risposta migliore

Hello! I understand you're looking to present multiple product options in a quote without charging for all of them simultaneously.



  Odoo's standard quote functionality treats all added lines as items the customer intends to purchase, hence the total calculation includes all options.

  To achieve your goal, consider using the "Optional Products" feature. Add all three computer options to the quotation.

  Then, mark the Dell, Lenovo, and Mac lines as "Optional" by clicking the checkbox in the "Optional Product" column for each line. This way, they are presented as alternatives.

  The total will only reflect the products that are not marked as optional. The customer can then choose which optional product they want, and you can easily convert it to a confirmed order.

  Alternatively, you could use the description field to list alternative products, but this won't allow for easy conversion to an order line.


For personalized assistance:
https://www.pragtech.co.in/contact-us-mql.html

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Abbandona
Risposta migliore

Hello,

I would like to inform you that starting from Odoo 19, the feature for adding optional products in sales orders has been improved. To add or create optional products, you can now create a new section in the quotation and set it as optional.

For more details, please refer to the video link below:

https://drive.google.com/file/d/1pcgF2EpKxO-Z0U7zEXLylCjHHteg1iNy/view?usp=sharing

You can also check the release notes for additional information:

https://www.odoo.com/odoo-19-release-notes

I hope this helps.

Thank you, and have a great day!

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Abbandona
Risposta migliore

Hi,


Odoo 19 Enterprise doesn’t provide a built-in option to add alternative products directly in quotations. However, this can be done easily through a small custom development in the Sales module.


You can extend the sale.order.line model with a field for alternative products and show it in the quotation view or PDF. This way, sales reps can list multiple options for customers within a single quote and quickly replace the main product if needed.


If you prefer not to customize, you can also check third-party modules.


Hope it helps

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Abbandona
Risposta migliore

You can use optional products or set the alternatives as separate lines with zero quantity. Make sure each product line has taxes properly set to display the correct total when selected.

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Abbandona
Autore Risposta migliore

Hi, 

Hello, thank you very much for your response. I have already tried it, and this is what I got. In the end, it does not show me the total amount with taxes for the product.  Did I forget to do something else?

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Abbandona
Risposta migliore

To create a Sale Order with Optional Products in Odoo 19, add a Section above the Products you wish to be optional and Set [it] Optional.

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