Quotation Template: Master product
Introducing master products in deliveries, focusing on what is sent as the main product rather than its components.
Quotation Template: Master product
Introducing master products in deliveries, focusing on what is sent as the main product rather than its components.
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
In Odoo Sales, salespeople have the ability to create reusable quotation templates for common products or services that the business offers.
By using these templates, quotations can be tailored and sent to customers at a much faster pace, without having to create new quotations from scratch every time a sales negotiation occurs.
CLUEDOO BEHAVIOR
In Cluedoo, we extend this feature. In the delivery, we have master product, as what is sent out is really the master product and not components.
MODULE +
CLUEDOO RECOMMENDATIONS
Install on 100% of the database as this feature is the best way to transfer access rights management to the key user.
HOW TO USE THIS MODULE
1. Go to Sales > Configuration > Setup Master Product |
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2. Create new SO > In SOL: fill the components and quantity same as Quotation Template > Confirm > Field Quotation Template appear to show master product that you setup |
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3. Delivery > Validate In Operations tab: its master product not components (screw and bolt) |
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4. Actions button > Print: Picking Operations and Delivery Slip |
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5. Check it only shows master product |
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6. Go back to SO > You can check delivered qty |
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