How To Use Product Variants On Quotations And Sales Orders in Odoo

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As businesses expand, the production of many versions of a given product is becoming increasingly prevalent. The ability to manage inventories more effectively through the use of product variants. This is of great use since items that come in a variety of versions each have their own unique demand, and it is helpful to know how much of each variant is still in stock in the inventory.

You will be able to get ready for future stock-ups of the merchandise with this method. Product variants assist in improving the customer experience by making it simpler for customers to search among hundreds of items in order to discover the products they are searching for. This helps businesses increase sales.

It also enables users to compare several items, some of which differ from one another in only a few subtle ways. That’s why in today’s tutorial, we will show you how to use product variants on quotations and sales orders in Odoo. So, let’s dive in!

Table of Contents:

• The importance of using product variants for eCommerce business
• How to use product variants on quotations and sales orders in Odoo
  • Step 1: Get familiar with the basic Configuration
  • Step 2: Activate and use the Product Configurator
  • Step 3: Use Variant Grid Entries
• Wrapping Up

The importance of using product variants for eCommerce business

In addition to assisting clients, utilizing the product variants that are available on Odoo can assist in increasing sales. The term “product variation” refers to the presentation of the same product in a variety of ways, each based on a theme, such as color, size, or style. Customers are able to more easily find exactly what they are looking for and find other options that they might prefer instead of (or in addition to) what they were initially searching for, thanks to the inclusion of variations, which makes it easier for customers to find exactly what they are looking for.

If you’re offering two distinct versions of the same product, for instance, and one of them is generating a big amount of traffic, ranking well in search results, and converting a high number of purchasers, but the other one isn’t, you may level the playing field by using variants. Your most popular item will be displayed in the list of search results, and when a consumer clicks on that item, all of your other offerings will be presented to them. This indicates that you need only rank highly for one version of your item!

However, if the goods that make up your brand are listed individually, there is a good chance that potential buyers will not locate all of the variants of your product that you have to offer. Because they integrate individual product reviews into a single listing, variations contribute to an increase in the total number of reviews. You may get more information on increasing the number of reviews you have here.

Because clients will see every choice that you provide when using variations, you may raise demand and improve sales. This makes variations one of the most useful (and easiest to use) tools that you can incorporate into your Odoo marketing plan.

How to use product variants on quotations and sales orders in Odoo

Step 1: Get familiar with the basic Configuration

Go to Sales > Configuration > Options > Product Catalog and activate one or both of the Product Configurator and Variant Grid Entry settings to allow product variations on quotes and sales orders. This may be done by going to Sales > Configuration > Settings > Product Catalog. Click the Save button when you are finished to make the changes.

Configuring the product form should be done after saving the settings. You may choose any product by going to Sales > Products > Products and clicking there (or clicking Create to create a new one). Click the Edit button located on the product form, and after that, choose the Variants tab. Choose either the Product Configurator or the Order Grid Entry option found under the Sales Variant Selection heading. The technique that is used to add the product to quotes or sales orders is determined by the choices that you make here. Click the Save button when you are finished to apply the new setting.

Step 2: Activate and use the Product Configurator

When goods are added to a quote or sales order that already has both variations specified and the Product Configurator option chosen, the Product Configurator is automatically included in the document.

Using a layout that is comparable to that of online shopping, the Product Configurator gives salespeople the ability to choose precisely the product version they would want to include in the quote or sales order. Any HTML color codes that have been put up in the Color property will be shown by the Color choices. If a feature has an extra fee associated with it, that fee will be shown next to the feature’s name. Click the Add button once you have chosen the product variation characteristics that you want to use, and then the product variant will be added to the quote or sales order.

On the quote or sales order, the product variation characteristics are shown in the Description column by default; however, the Product Variant column may be added via the extra options menu at any time (3 vertical dots icon).

Step 3: Use Variant Grid Entries

When goods are added to a quote or sales order that already has both variants specified and the Order Grid Entry option chosen, Variant Grid Entries display on the quotation or sales order. Grid input allows salespeople to enter accurate numbers of each product variety all at once, which simplifies the process of preparing huge, diversified quotes. This may help speed up the process.

The Variation Grid Entry feature shows a grid that contains each and every variant that is available for the product that is now being viewed. You may choose the precise amounts of each product variation that you need for a quote or sales order by either entering the quantity or using the arrows. When a certain variation has been removed from the database, the message “Not Available” appears in the status bar. Click the Confirm button after the amounts for all of the product variations have been entered. This will allow you to add them to the quote or sales order.

Because each of these things has its own stock, the quote or sales order will include each product variation as its own distinct line item.

Wrapping Up

We hope this tutorial will help you understand how to use product variants on quotations and sales orders in Odoo. Product variants contribute to improved sales for a number of reasons, one of which is that they boost the visibility of your items. This occurs because there may be specific colors or sizes of your items that do not rank highly; nevertheless, variants of those products that have better exposure can assist low-ranked products in showing up on the same product pages as those with higher rankings. In addition, by listing every possible variation, buyers have a better chance of discovering something they were previously unaware of and ultimately deciding to purchase it.

All of the goods in a variation are improved as a result of their participation in the variation. This implies that product reviews and customer inquiries will be amalgamated and grouped together, and items with lower rankings will benefit from the reviews and inquiries of products with higher rankings. If your Black Tote Bag has a higher ranking with more reviews than your Blue Tote Bag has, for instance, and the Blue Tote Bag has a lower ranking, then all of your reviews for the Black Tote Bag will also display for the Blue Tote Bag. This can boost the conversion rate as well as the search engine optimization for the bag that has a lower ranking since it impacts the choice that a client makes and increases trust.