Optional products for salespeople on sales quotation

Question

Optional products are available in eCommerce for customers, We need to same concept for sales representatives when they create a sales quotation. i.e. when creating a sales quotation and adding a product (mobile phone) all (phone cases) that fit with this mobile should be displayed to select from. this is to avoid salespeople to miss any related product.
In odoo15, in the product > sales tab, the upsell/cross sell is only available for customers in eCommerce. we don't have eCommerce.

Ricardo Gross · Answer

If "Product Configurator" is enabled in the settings, and you have added an optional product in the product form, a window will pop up when you add a product to a quotation, suggesting to add the optional product. But the best to not forget anything would be as mentioned by Tero, use "Quotation templates", more info

[1] /documentation/14.0/applications/sales/sales/send_quotations/quote_template.html

Tero Rautelin · Answer

One way could be to start creating "kits" to bundle certaing products together.. or quote templates.

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