Are you tired of manually searching for your products when creating quotes or orders in Odoo? Are you tired of not being able to find them because you forgot their name in Odoo? Or maybe you prefer to have a visual of the products to write the quote?
The catalog feature is a powerful and often underestimated tool for speeding up your quote creation. In this tutorial, learn how to use the Odoo catalog to present your products in a clear, visual, and organized way, while reducing repetitive manipulation.
Whether you're a field salesperson, sales manager, or someone else, this guide shows you how to transform your sales interface to move faster, sell better, and save valuable time every day.
🤫Pssst... as a bonus, it's also available on the Purchasing side to help you build your price requests.
1. Lancez vous dans la "création d'un devis"
2. Click on "Catalog" in the product lines of the quote
Ainsi, vous ouvrez un catalogue qui regroupe tous les produits qui pourraient être vendus.
You can easily find the product you are looking to add to the quote thanks to the product categories displayed on the left side.
If needed, a tutorial for creating product categories : 🗃️ Créer des catégories de produits (blog)
3. Vous avez trouvé le produit que vous cherchiez, cliquez sur "Ajouter"
Vous pouvez "ajuster la quantité" de produit à ajouter au devis
4. Return to the quote, the product has been added
Quite simply 🙂
En conclusion :
Odoo's catalog functionality is a real asset for streamlining your sales process and improving your user experience or that of your teams.
By structuring your products in a clear and visual way, you facilitate selection when creating quotes, reduce errors and save valuable time for your sales teams.
Want to go further in optimizing your sales process with Odoo? Discover our other tutorials or contact our team for personalized support!