Product catalog¶

The product catalog is a feature integrated with any Odoo app that allows users to add products or components to an order. This includes the Inventory, Manufacturing, Sales, Purchase, and Repairs apps, among others.

The product catalog can be accessed from the first tab of a quotation, request for quotation (RfQ), order, or bill of materials (BoM) form, and opens in a new page when selected. The catalog displays products and components in a user-friendly, POS-style format, from which they can be selected and added to forms.

The product catalog simplifies the creation of new sales orders (SOs), purchase orders (POs), manufacturing orders (MOs), bill of materials (BoMs), and more, by providing a visual interface through which products and components can be quickly selected.

Use product catalog¶

To use the product catalog, begin by creating or opening a quotation, RfQ, order, or BoM to which products or components can be added. For example, create a new sales quotation by navigating to Sales app, and clicking New.

On the form (quotation, RfQ, order, BoM), make sure the first tab on the bottom is selected. Depending on the form being configured, this tab may be titled Order Lines, Components, Products, or Parts.

On the first blank line of the tab, click the Catalog link to open the catalog in a new page.

The product catalog displays a card for each product added to Odoo. Each card displays a few key details about the corresponding product:

• Product photo

• Product title

• Price or cost of the product, depending on whether it is bought, sold, or used as a component

• Reference code (e.g. DESK0005)

• Quantidade disponível

• Variant attributes (e.g. Color: White)

Products can be filtered using the search bar at the top of the page, or the sidebar on the left side of the page.

To filter by product type, click the (down arrow) button on the right side of the search bar to open the search menu. In the Filters section, select the Services filter to only show service products, or the Products filter to only show physical products.

When creating or configuring a quotation or SO, specifically, an In the Order filter appears in the Filters section of the search bar. Select this filter to only show products that have already been added to the form.

In the sidebar on the left side of the page, select an option in the PRODUCT CATEGORY section to filter by product category, or an option in the ATTRIBUTES section to filter by variant attribute.

To add a product, click on the product’s card, or click the Add button in the bottom-right corner of the card. Doing so adds one unit of the product, which is displayed in a field in the bottom-left corner of the card.

Once a product has been added, clicking the product card continues to add units of the product in increments of one.

To adjust the quantity of the product added, click the (minus) button to reduce the quantity by one, or the (plus) button to increase it by one.

Alternatively, a specific quantity can be entered by selecting the field between the (minus) and (plus) buttons, and typing in the desired quantity.

To remove a product from the order or BoM entirely, either click the Remove button in the bottom-right corner of the product card, or click the (minus) button until the quantity has been reduced to zero.

Once the desired quantity of each product has been added, return to the form by clicking the Back to [X] button at the top of the screen. This button differs depending on the type of form being configured (quotation, BoM, etc.).