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Up to V17, while editing an offer, the description was a copy of the product name + optional additional text. One could easily then delete the product name in the description and it won't appear on the offer or on the bill.


That was particularly usefull for generic products : one could fill out a generic product file with all the correct settings, and use it again and again for various products by just changing the description.

This is an extremely common way of proceeding: one can do this in all software, and one does it actually, including in Odoo up to V17.


But for whatever reason, the Odoo developpers introduced a kind of mix product/description in V18, which makes it almost impossible to delete the product name in the description. Therefore all the generic products can't be used anylonger !


How can one get the previous way of doing back ???


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Hi Ray,

What you are describing will work but IMHO this change is completely incomprehensible for a standard user.

I wonder what are the reasons that triggered this behaviour change.

Sometimes users complain about the width of the input screen when having both product + description, but at that time it is best to move the chatter below the object.

Can you please ask Odoo why they did such a bad change.

Regards

Maurice

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Dear Ray,


I also found this pseudo-workaround. As you stated, to create a quote, one has to create it and then, once completed, reprocess it and edit each line and modify them accordingly. I didn't mention it because it's so impractical in practice !


Do you realize that with this "small cosmetic change", an essential feature has disappeared from Odoo? A widely used feature present in all software — including Odoo up to version 17?


I'm an Odoo partner myself; I just showed this to another partner, and he can't believe it either. The loss of an essential feature is a bug that needs to be fixed, it can not stay like that...

I understand the perspective and for generic products I don't disagree.

I don't work with the part of Odoo that develops our product. I work with the part of Odoo that implements and works with what we have.

You can share your feedback via a ticket with Odoo Support (or now, via Live Chat). Feedback from Users and Partners is taken more seriously than feedback from Employees. You can ask to have your feedback added to Task 4623228 (we have already been asked for a solution to the same issue).

Best Answer

Create your Quotation:

Then hide the Product:

Now, edit the descriptions:


Customer Portal Quotation/Order Preview:

Customer Quotation/Order PDF:


Customer Invoice (after hiding the Product field):

Edit these or leave them (people paying the Bill might not care as much)


Customer Portal Invoice Preview:


Customer Invoice Invoice PDF:


If it is necessary to update the Invoice line descriptions, you can possible get away with a simple Automation Rule that removes the Product Name from it like this:


for record in records:
    if record.sale_line_ids:
        product = record.sale_line_ids.product_id.display_name
        name = record.sale_line_ids.name.replace(product,'')
        record['name'] = name.strip()



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