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[FIX] Sales: Optional Products correction
closes odoo/documentation#17064 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: Felicious <feku@odoo.com>
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@@ -19,32 +19,30 @@ adds an associated core product to their shopping cart.
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Configuring optional products
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=============================
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With the Odoo *Sales* app, it is possible to add optional products directly to product forms. To add
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an optional product, navigate to :menuselection:`Sales --> Products --> Products` and click on a
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product Kanban card.
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With the Odoo **Sales** app, it is possible to add optional products directly to product forms. To
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add an optional product to a product form, navigate to :menuselection:`Sales --> Products -->
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Products` and choose a product.
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Ensure the :guilabel:`Can be Sold` option is checked, then click the :guilabel:`Sales` tab. Under
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the :guilabel:`Upsell & Cross-sell` heading, the :guilabel:`Optional Products` drop-down menu allows
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for optional products to be set, and are displayed in alphabetical order.
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Ensure that the product's :guilabel:`Sales` checkbox is checked and click the :guilabel:`Sales` tab.
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Under :guilabel:`Upsell & Cross-sell` heading, the :guilabel:`Optional Products` drop-down menu
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allows for optional products to be set. Products will be displayed in alphabetical order. If the
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desired product isn't readily visible, type its name in the field to bring it up, then select it to
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add it as an optional product.
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To delete an optional product from the product form, click the :icon:`fa-times`
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To delete an optional product from the product form, simply click the :icon:`fa-times`
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:guilabel:`(Delete)` icon.
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.. image:: optional_products/optional-products-product-form.png
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:alt: The optional products section as it appears in product forms in Odoo Sales.
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:alt: Where the optional products section appears in product forms in Odoo Sales.
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Select the optional products using the drop-down menu. There is no limit to the number of optional
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products that can be added.
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Additional products can also be added to a core product by clicking :guilabel:`Search more...`. This
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opens the :guilabel:`Search: Optional Products` form, which displays all products in the catalog and
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includes the :guilabel:`New` button to create a new product. Multiple products may be selected as
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optional products at once when using this form by clicking their checkboxes and then clicking
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:guilabel:`Select`.
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.. tip::
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Multiple products can be selected by clicking :guilabel:`Search more...` and *Search: Optional
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Products* pop-up window loads. Click the checkbox next to each desired product being added. When
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all optional products are selected, click :guilabel:`Select`, and all optional products appear in
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the field. If needed, new products can be created and added.
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.. image:: optional_products/search-optional-products-form.png
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:alt: The Search: Optional Products form accessed by clicking Search more...
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.. image:: optional_products/search-optional-products-form.png
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:alt: The Search: Optional Products form accessed by clicking Search more...
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Optional products on quotation templates and quotations
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=======================================================
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@@ -53,6 +51,23 @@ Optional products can be added to quotation templates, allowing sales staff to o
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products without needing to manually add them to each quote. Additional optional products can also
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be added to individual quotations when needed.
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Quotations
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----------
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To add additional products on an individual quote, navigate to :menuselection:`Sales --> Orders -->
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Quotations` and select an existing quote or :doc:`create a new quote <create_quotations>`. Then open
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the :guilabel:`Optional Products` tab. Doing so reveals a blank field in the :guilabel:`Product`
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column. Click :guilabel:`Add a product`. When clicked, a drop-down menu with products from the
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database appear. Select the desired product from the drop-down menu to add it as an optional
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product. Type the name of the desired product or click :guilabel:`Search More...` to find additional
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products.
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To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash-o`
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:guilabel:`(delete)` icon.
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.. note::
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When a product is added, the default :guilabel:`Quantity` is `1`, but can be updated.
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Quotation templates
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-------------------
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@@ -75,22 +90,6 @@ and additional products can be added before the quotation is sent to a customer.
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.. note::
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There is no limit to how many optional products can be added to a quotation template.
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Quotations
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----------
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To add additional products on an individual quote, navigate to :menuselection:`Sales --> Orders -->
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Quotations` and select an existing quote or :doc:`create a new quote <create_quotations>`. Then open
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the :guilabel:`Optional Products`. Doing so reveals a blank field in the :guilabel:`Product` column.
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Click :guilabel:`Add a product`. When clicked, a drop-down menu with products from the database
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appear. Select the desired product from the drop-down menu to add it as an optional product. Type
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the name of the desired product or click :guilabel:`Search More...` to find additional products.
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To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash-o`
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:guilabel:`(delete)` icon.
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.. note::
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When a product is added, the default :guilabel:`Quantity` is `1`, but can be updated.
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Previewing optional products
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============================
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