Optional products¶
The use of optional products is a marketing strategy that involves the cross-selling of useful and related products alongside a desired core product. For instance, when a business configures optional products in their Odoo database, an eCommerce or Website customer could be suggested a mouse and keyboard or an extended warranty when they add a laptop to their shopping cart.
Optional products are automatically suggested during the quotation process whenever an associated core product is added to a quote. They are also suggested in e-commerce interactions when a customer adds an associated core product to their shopping cart.
Note
Optional products differ from accessory and alternative products in terms of where they are displayed during customers’ online shopping journeys.
Configuring optional products¶
With the Odoo Sales app, it is possible to add optional products directly to product forms. To add an optional product to a product form, navigate to and choose a product.
Ensure that the product’s Sales checkbox is checked and click the Sales tab. Under Upsell & Cross-sell heading, the Optional Products drop-down menu allows for optional products to be set. Products will be displayed in alphabetical order. If the desired product isn’t readily visible, type its name in the field to bring it up, then select it to add it as an optional product.
To delete an optional product from the product form, simply click the (Delete) icon.
Additional products can also be added to a core product by clicking Search more…. This opens the Search: Optional Products form, which displays all products in the catalog and includes the New button to create a new product. Multiple products may be selected as optional products at once when using this form by clicking their checkboxes and then clicking Select.
Optional products on quotation templates and quotations¶
Optional products can be added to quotation templates, allowing sales staff to offer related products without needing to manually add them to each quote. Additional optional products can also be added to individual quotations when needed.
Quotations¶
To add additional products on an individual quote, navigate to and select an existing quote or create a new quote. Then open the Optional Products tab. Doing so reveals a blank field in the Product column. Click Add a product. When clicked, a drop-down menu with products from the database appear. Select the desired product from the drop-down menu to add it as an optional product. Type the name of the desired product or click Search More… to find additional products.
To delete any line item from the Optional Products tab, click the (delete) icon.
Note
When a product is added, the default Quantity is 1, but can be updated.
Quotation templates¶
Quotation templates also have an Optional Products tab, where related products or services can be added. To add optional products to a quotation template, navigate to . Then, either select an existing quotation template to edit or create a new one.
On the quotation template form, click the Optional Products tab. Then, click Add a line and select the desired product to add as an optional product to the quotation template.
When the configured quotation template is used, the products added in the Optional Products tab will appear in the corresponding tab in the quotation. These products can be removed and additional products can be added before the quotation is sent to a customer.
Note
There is no limit to how many optional products can be added to a quotation template.
Previewing optional products¶
Click the Preview button, located in the upper-left corner of the quotation, to reveal a preview of the quotation email customers would receive. Optional products are located in the Options section of the preview.
Customers are able to add different optional products to an order by clicking the (Add to cart) icon, located to the right of the optional product line.
If a customer selects optional products, they are automatically added to the quotation managed by the salesperson.
When a customer adds optional products to an order, the salesperson is instantly notified about the change, along with any other change the customer makes to an order. This allows salespeople to stay up-to-date with everything related to an order in the backend of the Sales application. Added products appear in green in the Optional Products tab when the quote is viewed.
See also