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I'm using Odoo 12 Enterprise.

Is there any way to allow the user to only search for products from a specific product category when adding products to SO/Quote? It seems like the only way to filter by product category is to look at the product list directly (not from the SO). You would then have to find the product name and copy it to the sales order. Would be nice if users could select products by category without having to navigate away from the sales order.

Please let me know if you have any solutions for this. Thanks!

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Best Answer

The only way is to modify the code. 

You must add the categ_id field to selection product wizard and filter products by this code (using domain atribute in view)

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Thank you Zbik, I just wanted to see if there was a configuration change I could make, but it looks like I will have to add that customization myself. Cheers!

Author

After further research, I noticed a different database with different apps/configuration shows a "Search More" button when adding a line to a SO. I can't seem to find which apps/configurations allow this button to appear, but I don't see that on my other database. Can you help me find what configuration would show that option? Thanks.

Author

OK I feel dumb now. There weren't enough products in my inventory for the search more button to appear. All good now - the "Search More" button allows me to set the filters/groupings the way I want.

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