[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>
This commit is contained in:
therealthagomizer
2026-03-23 17:02:55 -07:00
parent c506c6cafa
commit 1e2a1f0442
3 changed files with 34 additions and 35 deletions

View File

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

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