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Quoting and allowing customer to pick exclusive optional products

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salesproductquotecombocustomer_portalcombo product
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kll

Hi!

Say we are selling a service, and we want to allow customers to buy training.

They would have 3 choices:

  • No training: Free
  • One-hour online training: Cheap
  • One-day in-person training: Not cheap

When I quote a customer, I want them to pick between the 3 options, with No training​ being the default.

I don't want them to be able to pick 2 x One-hour online training​. Similarly, they can't both take a one-hour online training and a one-day in-person training.

Is there any way to achieve this in Odoo without relying on view customization or other hacks?
I tried using a combo product with all 3 options, but sadly, they don't seem to be compatible with the quote customer preview. Customers can't change the combo option we selected in the quote beforehand.

Odoo online version 18.

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kll
Author

Thanks for the replies! I would upvote or comment on them, but sadly the broken karma system doesn't allow me to. Figures.

I like the approach of adding a note and then talking to the customer if the selection is weird. Thanks Jaideep for the explanations as well!

Avatar
Ray Carnes (ray)
Best Answer

Why not add a Note to the Quotation with your "rules" about what your Customer can buy. 

Then, if for some reason they pick more than one, it is a opportunity to ask them if your rules are somehow not inline with their needs?

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Jaideep
Best Answer

Alternate way to configure the product would be as product variants. 

This would work on the e-commerce website, however it wouldn’t allow the customer to modify on their quotation when added as an optional product.

The default Odoo functionality only allows for customers to modify qty or delete optional products on their quotation. They don’t have the ability to add a product line or modify a product. Unlikely you would be able to achieve without customization.

An option could be to add all three variants as optional products and have the customer delete the options they don’t wish to buy. Not very intuitive 

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