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Hello Odoo Community,

I'm seeking guidance on a specific requirement for service bundling in sales orders in Odoo 16. Our goal is to visually bundle a set of services (representing roles in a 'Sprint Team') in a sales order, without displaying separate prices for each component, and while ensuring the total price is reflected at the bundle level and also keeping the integrity for timesheets to be linked with the sales orders in a project.

Our 'Sprint Team' service consists of various roles, each defined as individual service products. We aim to list these roles in the sales order under the main 'Sprint Team' service, to clearly show they belong to the same bundle. However, we want to avoid displaying individual prices for each role, instead showing only the total price for the entire 'Sprint Team' service.

We have considered using product kits and BoMs, but these methods seem overly complex for our needs, especially since our team compositions vary between orders. We are looking for a simpler, more visually-oriented approach.

Does anyone have experience or suggestions on how we could achieve this in Odoo? Ideally, we're looking for a method that:

  • Visually groups individual service roles under the main 'Sprint Team' service in sales orders.
  • Shows the total price only for the main service, not for the individual roles.
  • Allows for easy adjustment of the components in the bundle for different orders.
  • Keeps integrity for each role (as a factual service product) within the bundle so we can select the order lines in projects and map them to the sales orders in. projects.

Any advice, tips, or pointers towards relevant Odoo modules or customization strategies would be greatly appreciated!

Thank you!

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Best Answer

I would create a quotation template with sections and notes (for visual grouping) so they can used to create a quotation.


On the product level

1. Sprint Team would be product line along with the other services on subsequent lines

2. Sprint team's qty can be hours or units (current practice) and price can be manually updated on the quotation

3. The individual services would have order qty in hours and configured to create a project task. Delivered qty to be tracked with timesheet

4. Set the individual service's unit price as '0'. So individual service lines don't have an invoicing price. 

5. Sprint team would be invoiced as per your requirement (milestone or manually update SO line)

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