Product Configuration in Odoo

Product configuration is the process of selecting and setting components up, so that they can be produced and delivered together to satisfy customer requests. You can efficiently track, manage, retain, and configure your products in a highly dynamic manner with the help of the powerful product management feature included in the Odoo Inventory management system.

Odoo created a separate Products tab to enable ideal product management. The Products window will appear once you select the Products menu.

Kanban View of Product window

The picture above shows the Product window’s Kanban view, where you can see every product defined on the platform neatly arranged with its details and image.

List View of Product Window

The above image depicts the list view of products with the details, which include Product Name, Internal Reference, Responsible person, Sales Price, Cost, Quantity On Hand, Forecasted Quantity, Unit of Measure. Additionally, by choosing the three dots located in the upper right corner, you can add more fields. where you can work with the Add Custom Field button to add more custom fields and view different default fields.

For creating a new product, click on CREATE

You can add the name of the product in the Product Name field.If the product is significant, click the star icon.

Next, you can enable or disable the Can Be Sold, Can Be Purchased, Can Be Rented, and Recurring options. There is an option in the right corner to allocate the image of the product.

The product’s various information can be provided in the different tabs available below.Under the General Information tab:
Product Type is the most important field for the ongoing processing of this particular product. Important product types are:

• Storable
• Consumable
• Service

Storable Product – It is the product type for which you manage stock. These are physical products that can be bought, sold, and stored.
Consumable Product – Consumable products are the type of products for which stock is not managed. These goods can be delivered to the customer after being directly obtained from the supplier.
Services – Services in Odoo can be identified as the non material products. This type of service cannot be stored as a stock and will not be handled in stock operations.

Invoicing Policy
2 Types – Ordered Quantities and Delivered Quantities

Ordered Quantities –  In order to invoice the quantities prior to delivery, you can choose the Ordered quantities option.

Delivered Quantities – In order to invoice the quantities after delivery, choose the option Delivered quantities.The Unit of Measure and Purchase Unit of Measure can be selected according to the product.
Sales Price field can be used to specify the price at which the product is sold to customers.
Product customer tax can be added in the Customer Taxes field, it is the default taxes used when selling this product.
All other details like Cost and the Product Category, Internal Reference, Barcode and Company can be given according to the product. Internal Notes can be provided in the field below.

Product Attributes and Variants

Product’s attribute and variants can be configured under Attributes and Variants tab by selecting Add a line option.

Sales Tab

Under the Sales tab:
Upsell and Cross-sell section:
If there are any optional products linked to the product, you can assign them in the Optional Products field. Accessory Products are the products that are suitable as accessories for the primary product. Alternative products are those in the same category but with distinct features.
If there are any Optional, Accessory or Alternative products, it can be added in the corresponding fields.

ECommerce Shop section:
The Ecommerce Website and Categories can be provided here. The product will be offered in all of the specified eCommerce categories if you assign the categories.

To make this product appear in the Point of Sale, you can activate the Available in POS option.

There is an Extra Product Media section where you can upload a URL or add a picture of the product.In the Sales Description field, you can provide the description of the product. Every Sale order, Delivery order, and Customer Invoice/Credit Note will have a copy of this description.

Purchase Tab

Purchase details of the product can be included here.
Vendors can be added along with the details such as Vendor Name, Company, UoM, price, etc. Using the Add a line option, it is possible to add multiple vendors.

Under Vendor Bills the default Vendor Taxes that were applied when purchasing the product can be allocated in the vendor bills along with the control policies – On Ordered Quantities and On Received Quantities.You can add a Purchase Description, and it will be included in the purchase orders.

Inventory Tab

Under the Inventory tab, you can configure the inventory operations of the product.

Under Operations, the Route of the product can be selected from the options provided there(Whether it is Bought, Manufactured, Dropship Subcontractor on Order, etc.).

Under Logististics, the responsible person can be added, also the other details like, Weight, Volume, Manuf. Lead Time, Days to prepare Manufacturing Order, Customer Lead Time can be provided. HS Code is the standardized code for international shipping and goods declaration.

Under Traceability, Product Tracking can be done with the options By Unique Serial Number or By Lots.

Under Description for Receipts and Description for Delivery Orders, it is possible to enter separate descriptions in the designated space for delivery orders, and receipts.

Accounting Tab

Under the Accounting tab,  you can add the financial statements for that specific product.

Receivable and Payable aspects can be used to describe the product’s financial operations. Company’s Income Account, Expense Account, Price Difference Account can be specified here.
Additionally, the product’s Commodity Code, Country of Origin, and UNSPSC Category can be provided here and Email templates are available for automatically sending invoices via email.