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Sale product set

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runbot

A product set is a list of products which end customers aren't aware, this list is defined by sales manager.

This module aims to help salesman to quickly create several sale order lines at once in a quotation.

After a product set is added to the sale order, each line can be updated or removed as any other sale order lines.

This differs from packing products as you don't follow product set are not linked to sale order lines once they are added.

Table of contents

To use this module, you need to:

  • Define a product set as sale manager:
    • choose products
    • for each products, define a quantity.
    • for each products (if Discounts setting is active), define a discount or leave default value
    • Sort set lines, this order will be the default when added into the quotation

Set a product set

  • On quotation any salesman can click on "Add set" button which will open wizard where users can chose a product set and quantity to add at the end of sale order lines. Order defined in product set is preserved in sale order.

Add set to sale order

  • Then you can remove or update added lines as any other sale order lines.

Sale order

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

  • Anybox

The development of this module has been financially supported by:

  • Camptocamp

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.