Catálogo de produtos

O catálogo de produtos é um recurso integrado a qualquer aplicativo Odoo que permite aos usuários adicionar produtos ou componentes a um pedido. Isso inclui os aplicativos Inventário, Fabricação, Vendas, Compras e Reparos, entre outros.

O catálogo de produtos pode ser acessado na primeira aba de um formulário de cotação, solicitação de cotação (RfQ), pedido ou lista de materiais (BoM) e é aberto em uma nova página quando selecionado. O catálogo exibe produtos e componentes em um formato intuitivo, semelhante ao de um PDV, a partir do qual eles podem ser selecionados e adicionados aos formulários.

O catálogo de produtos simplifica a criação de novos pedidos de venda (SOs), ordens de compra (POs), ordens de fabricação (MOs), listas de materiais (BoMs) e muito mais, fornecendo uma interface visual através da qual produtos e componentes podem ser rapidamente selecionados.

Use product catalog

To use the product catalog, begin by creating or opening a quotation, RfQ, order, or BoM to which products or components can be added. For example, create a new sales quotation by navigating to Sales app, and clicking New.

On the form (quotation, RfQ, order, BoM), make sure the first tab on the bottom is selected. Depending on the form being configured, this tab may be titled Order Lines, Components, Products, or Parts.

On the first blank line of the tab, click the Catalog link to open the catalog in a new page.

The "Catalog" button on the "Order Lines" tab of a sales quotation.

The product catalog displays a card for each product added to Odoo. Each card displays a few key details about the corresponding product:

  • Product photo

  • Product title

  • Price or cost of the product, depending on whether it is bought, sold, or used as a component

  • Reference code (e.g. DESK0005)

  • On-hand quantity

  • Variant attributes (e.g. Color: White)

A product card in the product catalog.

Products can be filtered using the search bar at the top of the page, or the sidebar on the left side of the page.

To filter by product type, click the (down arrow) button on the right side of the search bar to open the search menu. In the Filters section, select the Services filter to only show service products, or the Products filter to only show physical products.

When creating or configuring a quotation or SO, specifically, an In the Order filter appears in the Filters section of the search bar. Select this filter to only show products that have already been added to the form.

In the sidebar on the left side of the page, select an option in the PRODUCT CATEGORY section to filter by product category, or an option in the ATTRIBUTES section to filter by variant attribute.

The filter sidebar in the product catalog.

To add a product, click on the product’s card, or click the Add button in the bottom-right corner of the card. Doing so adds one unit of the product, which is displayed in a field in the bottom-left corner of the card.

Once a product has been added, clicking the product card continues to add units of the product in increments of one.

To adjust the quantity of the product added, click the (minus) button to reduce the quantity by one, or the (plus) button to increase it by one.

Alternatively, a specific quantity can be entered by selecting the field between the (minus) and (plus) buttons, and typing in the desired quantity.

To remove a product from the order or BoM entirely, either click the Remove button in the bottom-right corner of the product card, or click the (minus) button until the quantity has been reduced to zero.

A product card for a product that has been added.

Once the desired quantity of each product has been added, return to the form by clicking the Back to [X] button at the top of the screen. This button differs depending on the type of form being configured (quotation, BoM, etc.).

Importante

Products appear in the product catalog, and can be added to orders, even if there are zero units of the product on hand. As a result, it is important to confirm the quantity of a product being added to an order is actually available, or inventory inconsistencies may arise.