Add Products from Catalog in Odoo 17 Enterprise
Introduction
Odoo 17 Enterprise offers a more intuitive and streamlined way to create sales quotations using the Product Catalog. Instead of manually typing each product name when creating a sales order, users can now leverage the Catalog feature to visually browse, filter, and add products to the order lines. This user-friendly approach simplifies product selection and enhances the overall experience for sales teams
Purpose
The primary purpose of the Catalog feature in Odoo 17 Enterprise is to:
Speed up the sales order creation process.
Improve accuracy by minimizing manual entry.
Offer a visual interface to quickly browse and select products.
Enable easy adjustments, such as adding/removing products or changing quantities.
Allow category-based filtering, making product search more efficient.
Step 1: Navigate to Sales Quotation
Go to the Sales module.
Click on the Orders menu and choose the Quotations submenu. Click the New button to create a new quotation.
Step 2: Access the Catalog View
Within the quotation form, scroll to the Order Lines tab.
Click the Catalog button.
Step 3: Use the Product Catalog Interface
Once the catalog interface opens:
Browse the product grid visually.
Filter products by category using the side panel.
Click “+” to add a product or “-” to remove it.
Adjust quantities directly within the catalog view.
Multiple products can be selected and modified before confirmation.
Step 4: Confirm Selection
After finalizing product selections and quantities, click Add to Order or similar action (depending on configuration).
Once you click "Back to quotation," you will be redirected back to the quotation form, where
All selected products will appear in the order lines.
Quantities and pricing are automatically updated.
Conclusion
The Catalog feature in Odoo 17 Enterprise makes sales order management faster, more visual, and less error-prone. By enabling users to browse products by image and category, add them in bulk, and adjust quantities on the fly, the catalog improves efficiency and ensures an intuitive product selection process. For businesses dealing with a large inventory, this feature significantly enhances sales workflow and customer satisfaction.