Product variants on quotations and sales orders¶
Before getting into detail about how to use product variants on quotations and sales orders, it’s recommended to learn about Product variants in Odoo.
Once familiarized with the basics surrounding product variants, the following covers how product variants can be added to quotations and sales orders using the product configurator or order grid entry.
Note
It should be noted that the setting is titled Variant Grid Entry on the Sales app settings page and titled Order Grid Entry on product forms. Be sure to keep that in mind.
Settings¶
When working with product variants, Odoo uses the product configurator by default. To add the variant grid entry option, that feature must be enabled in the Odoo Sales application. The variant grid entry option provides a pop-up window on the quotation/sales order to simplify the variant selection process.
To enable that setting, go to the . In the Product Catalog section, ensure the Variants checkbox is ticked in order to use product variants on quotations and sales orders. Then, tick the Variant Grid Entry checkbox and click Save.
Product configuration¶
Once the Variant Grid Entry setting is enabled, both options (Product Configurator and Order Grid Entry) become available on every product form.
To configure a product form to use either a product configurator or variant grid entry, start by navigating to the to view all the products in the database.
Then, select the desired product to configure, or click New to create a new product from scratch. Once on the product form, click into the Attributes & Variants tab, where product variants can be viewed, modified, and added. Add an attribute with at least two values to the product form.
Doing so displays the Product Configurator and Order Grid Entry options in the Sales Variant Selection section. These options determine which method is used when adding product variants to quotations or sales orders.
The Product Configurator provides a pop-up window that displays all the available product variants for that particular product when it’s added to a quotation. However, only one variant can be selected at a time.
The Order Grid Entry provides the same information as the Product Configurator in a table layout, allowing the user to select larger numbers of unique product variants and add them to a quotation or sales order in a single view.
Product configurator¶
If the Product Configurator option is selected on the product form, the feature appears as a Configure your product pop-up window when the product with at least two variants is added to a quotation or sales order. The Product Configurator is the default option for new products after the Variant Grid Entry feature is enabled on the Settings page.
The Product Configurator option helps salespeople choose exactly which product variant to add to the quotation or sales order using a format similar to online shopping.
Note
All products configured with variants display a Configure your product pop-up window by default. This is true even with the Variant Grid Entry option disabled.
Order grid entry¶
If the Order Grid Entry option is selected on a product form, the order grid entry feature appears as a Choose Product Variants pop-up window.
The Choose Product Variants pop-up window features all the variant options for that particular product. From this pop-up window, the salesperson can designate how many of each variant they’d like to add to the quotation or sales order at once.
When all the desired quantities and variants have been selected, the salesperson clicks Confirm, and those orders are instantly added to the quotation or sales order in the Order Lines tab.
See also
