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V Ops

Hi there. Doing a freelance project and first time working with ERPs (previous CRM experience).


Right now, I'm having trouble with categorizing my products so that the product page isn't cluttered with all product variants/components.


We sell furniture at our on-site store. 

For example, we have a sectional package with the example name "Titan".

It is a product with a BOM and an MO that gets triggered upon quotation/invoicing.


How I currently have the set and its components in my product list is as follows:

TITAN - SET

TITAN - Recliner  **with Left Arm and Right Arm Variants

TITAN - Console

TITAN - Armless Sofa

TITAN - Armless Chair 

etc.


How am I able to categorize this better so that it's more of like a tree structure instead of having the name "TITAN" in every product name? I already have parent and sub-categories like Upholstery, Sectionals, etc.

Something like this would be nice:
Upholstery > Motion (reclining) Sets > Sectionals > TITAN > All components of Titan


I would like to open the Products Page and be able to click on just "TITAN". The next landing page will show all of the components under the TITAN product package while still having a tag next to it to show that it's related. 


Sorry if this is confusing. Will greatly appreciate guidance. Thanks!

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V Ops
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@jaideep thanks for the response! Is this possible to do on just the Sales app or through the back end? The store would only do in-store transactions via Quotations -> Invoices through the Sales app. Customers would walk around the showroom and pick whichever furniture they would like. The salesman would then do the paperwork/transaction on the computer via Odoo Sales App. 

I want to organize the products this way in order to make the back-end user experience a little less cluttered and more organized. Thanks

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Jaideep

Product categories can defined from Sales > Configuration > Product Categories

For each of the product a category can be associated. Sales > Product > Products Product category on general information tab.
Am assuming the sales person is going to create a new quotation, add a product, click search more, on that product list screen category can be added by clicking on double arrow extreme right on the header row.
On the search down arrow, group by category.. is this what you are referring to?
On the search field the sales person can also type TITAN to view all the products
Sorry, it is not clear if you are asking for navigation screens or configuring product categories

V Ops
Author

@Jaideep thanks for the response again.
This is how I have my products listed for this example "Titan" set.

- TITAN | Set (this item is only made available via BOM and MO
- TITAN | Console
- TITAN | Armless Chair
- TITAN | Corner Wedge
- TITAN | Recliner -> **Variant (Right)
- TITAN | Recliner -> **Variant (Left)
- TITAN | Recliner -> **Variant (Armless)

As you can see, typing TITAN for every component is quite tedious. I'd like to make it less cluttered. Ideally I wish that "Titan" was the parent and all the child components could just be related to "Titan" instead of having to write it out every time. I also need to figure out a solid naming/organization convention before I mass import a bunch of these sets. These sofa/sectional sets are the hardest to import since they are so modular and have so many variations in its components.

Jaideep

Yes, that is correct. You wouldn’t need to add TITAN to every product name. If you have a category as TITAN all these components will come up on search.
You do however need to create an additional product (TITAN Set -consumable type) that has the BoM (kit type) with individual products.

V Ops
Author

Yes, I currently have "TITAN - SET" as a separate item that has a BOM. So would you add "Titan" as a product category in the product template page? This is the part that has been tricky for me. If not, where would you put it? I'm trying to come up with a solid system before I mass import a huge dataset with all variants. THANKS JAIDEEP

V Ops
Author

Would it "TITAN" be under product category or do I make an attribute called Category and add "TITAN"?

Jaideep

I would have TITAN as category with parent category Sectionals.

You would need attributes for variants eg recliners, left, right or armless

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Jaideep
Best Answer

It is possible to do, configure the ecommerce categories (website > eCommerce > ecommerce categories). With this you are able to define the structure as you mention.

Next is to have the categories on the products (website >ecommerce > products on the product sales tab, ecommerce shop section). It is possible to have more than 1 ecommerce category for a product. (eg TITAN, chairs)

In your example, Titan can be a category with parent Sectionals and each of the Titan products have Titan as category selected on product template.

On the shop page one could click Titan category to view allits  products.. or maybe click chairs to view all chairs including Titan Armless chair.

On the recliner product you might want to set variants for the left or right to be selectable on the products page

Hope this addresses the question

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