Sales Variant Selection Intro

Sales variant selection allows users to choose specific product attributes (like color or size) when creating sales orders.

• Introduction to Sales Variant Selection The video starts by introducing the concept of sales variant selection in Odoo18. This feature is particularly useful for products that come in multiple versions.
• Enabling Variant Grid Entry The narrator demonstrates how to enable the Variant Grid Entry option in the Odoo Settings under the Sales section. This is a prerequisite for using variant selection.
• Configuring Product Variants The video moves to the Products menu and selects a product, such as the “PUF Insulation Panel HF100.” The narrator goes to the Attributes & Variants tab to define the available options, such as Color (e.g., White and Black).
• Setting Selection Method The narrator explains that you can choose between different selection methods, such as the Product Configurator or the Order Grid Entry, which determine how the variants will be displayed and selected during the sales process.
• Creating a Quotation The tutorial shows how to create a new quotation and add a product with variants. When the product is added, a pop-up window (the Product Configurator) appears, allowing the user to select the desired variant.
• Using the Product Configurator The video demonstrates how to select a specific variant (e.g., White color) and specify the quantity in the configurator window before confirming the selection.
• Finalizing the Sales Order After selecting the variant, the narrator completes the quotation and converts it into a sales order, showing how the selected variant is correctly reflected in the final document.
• Conclusion and Next Steps The video concludes by summarizing the benefits of using sales variant selection and mentions that a future video will cover the Order Grid Entry method in more detail.