Create Sales Variant Selection

This video demonstrates a specific feature in Odoo18 for managing product variants during the sales process.

The video focuses on the Order Grid Entry method of selecting product variants, which provides a matrix-style view for choosing multiple variants at once.

• Introduction The narrator introduces the topic of sales variant selection, building on a previous video that covered the product configurator method.
• Navigating to Product Configuration The video demonstrates how to access the product details for a specific item, such as the “PUF Insulation Panel HF100”.
• Selecting Order Grid Entry Under the Attributes & Variants tab, the narrator shows how to select the Order Grid Entry option in the Sales Variant Selection section.
• Understanding the Grid View The narrator explains that the order grid entry view displays all possible combinations of attributes (e.g., color, size) in a grid or matrix format.
• Creating a New Quotation The video shows how to create a new quotation and select the product with variants. Instead of a simple drop down, the grid view is displayed.
• Choosing Variants in the Grid The narrator demonstrates how to enter quantities for different variants directly into the grid (e.g., 2 White panels and 1 Black panel).
• Confirming Selections After entering the quantities, the narrator confirms the selections, and the chosen variants are added to the sales order as separate line items.
• Generating Invoices The video shows how the selected variants are carried over through the entire sales process, including the creation of invoices.
• Conclusion The narrator summarizes the benefits of the order grid entry method, particularly for products with many attribute combinations.