I would like to set up personalized formatting for the PDF quotation templates in the Sales app for two different brands, but I can't seem to make it work. Am I going to need to create a second company in order to accomplish that objective?
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Hi,
You want to set up personalized PDF quotation templates for two different brands in Odoo's Sales app. If the brands are distinct legal entities, the recommended approach is to create two separate companies in Odoo. Each company can have its own logo, address, legal information, and paper format, allowing you to customize the quotation templates for each brand. Assign users to the appropriate company to ensure they create quotations for the correct brand.
If the brands are part of the same legal entity, you can still achieve different formatting, but it requires more customization. With Odoo Studio (if you have Odoo Enterprise), you can customize the quotation template and add a condition based on a custom field (e.g., a "Brand" field on the quotation) to display different logos, footers, or layouts. Alternatively, you can create a custom module to modify the quotation template, adding a "Brand" field to the sale.order model and modifying the QWeb report to render different layouts based on the selected brand. This approach requires coding in Python and XML. You could also use Odoo's Quotation Builder app to create quotations from pre-defined building blocks, with different sections for each brand. However, this might not be suitable if you need fully customized PDF templates.
Reference:-
* https://www.cybrosys.com/blog/how-to-customize-existing-reports-in-odoo-18
* https://www.youtube.com/watch?v=T6DjVXwFxPM
* https://www.youtube.com/watch?v=oWTuv6XS-pE
Hope it helps
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Very helpful. Thank you.