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Help

How can I add an especific product automatically to all sale orders.

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AutomatedActionsOdoo17Odoo-Enterprise
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Jorge Rodriguez

I must add an especific product to sale order when that order is created. This product (default product) will be the same for all created orders. 

Im using Odoo Enterprise. 

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Jorge Rodriguez
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Thank very much. we really appreciate your help. 

For finish with our problem we only must to achive that this QUOTATION TEMPLATE apply to the order went we create a sale order by purchasing in website shop.

thank you again Anaghan.


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Anaghan Heri
Best Answer

Hi,

You can use Quotation Templates by navigating to Sales > Configuration > Quotation Templates. Here, you can create a specific template. When creating a sales order, you can select the desired Quotation Template in the relevant field, and the associated products will automatically populate in the order.

Please refer to the picture below for further guidance.

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Jorge Rodriguez
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thank you very much.

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sachin
Best Answer

yes this is correct way to do it .....

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Biztech (www.biztechcs.com)
Best Answer

Quotation template is one way.

The another way will be coming in odoo 18 - combo choices to select products from pre-defined template.

Video tutorial is here - https://www.youtube.com/watch?v=6T71ZBP4lko

Another custom module to create dependent product to auto attached based on one selected product using Free OCA module.

Video tutorial is here - https://www.youtube.com/watch?v=ZTVPPRyTE3k

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Jorge Rodriguez
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thank you very much.

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