Hi all
I offer products (e.g. "computing course") to various customers (e.g. "school XY").
These products are customer-specific (e.g. "computing course" for "school XY").
When looking the the proper product on the oder line, odoo should list only the products relevant for the respective customer.
I've tried / thought about the following:
Approach | Comment | Drawback |
Adding a prefix to the product name reflecting the customer name. | This prefix is shown on the order too. This "concatenated product name" is not in line with the product name the customers expects. | |
Entering the customer name in the field "internal reference" of the product. | That seems to work. | However, it seems to add the "internal reference" to the order which is not in line with the product description the customers expects. |
Creating order templates per customer with all the products for this very customer. | By design, odoo adds all the products from the selected template. | Every time I have to manually remove the product line, which is not needed in tha particular sales order. Moreover, trying to add later on a product - that I removed earlier - leads me again in the position of finding products of other customers. This is what I tried to avoid to begin with. |
Do you have an idea how to "pre-select" the subset of relevant products in the product selection field of the oder line?
Thanks a lot
