Optional products for salespeople on sales quotation

Question

Optional products are available in eCommerce for customers, We need to same concept for sales representatives when they create a sales quotation. i.e. when creating a sales quotation and adding a product (mobile phone) all (phone cases) that fit with this mobile should be displayed to select from. this is to avoid salespeople to miss any related product.
In odoo15, in the product > sales tab, the upsell/cross sell is only available for customers in eCommerce. we don't have eCommerce.

Ricardo Gross · Answer

If "Product Configurator" is enabled in the settings, and you have added an optional product in the product form, a window will pop up when you add a product to a quotation, suggesting to add the optional product. But the best to not forget anything would be as mentioned by Tero, use "Quotation templates", more info

[1] /documentation/14.0/applications/sales/sales/send_quotations/quote_template.html

Tero Rautelin · Answer

One way could be to start creating "kits" to bundle certaing products together.. or quote templates.

Gerelateerde posts	Antwoorden	Weergaven
Show field from sale.order in quotation template templates quotation v15	1 nov. 22	2719
Multiple lines in the quotation calculator quotation	0 sep. 25	367
Creating user creates duplicated partner_id v15	1 sep. 25	2337
Prevent navigation if records are not save v15	1 jun. 25	2371
Sales order line comment to Purchase order line comment Opgelost v15	3 jul. 25	3845

Deze vraag is gerapporteerd

Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!