Add Multiple Products to Quotation Pro

by
Odoo

59.91

v 10.0 v 11.0 v 12.0 Third Party 18
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 266
Technical Name product_to_quotation_pro
LicenseOPL-1
Websitehttps://www.cybrosys.com
Versions 12.0 13.0 14.0 11.0 15.0 16.0 10.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 266
Technical Name product_to_quotation_pro
LicenseOPL-1
Websitehttps://www.cybrosys.com
Versions 12.0 13.0 14.0 11.0 15.0 16.0 10.0
Community
Enterprise

Add Multiple Products to Quotation Pro

Salesmen can add multiple products to sale quotation easily with new features.

Overview

The module will assist the salesperson in seamless searching of the product and adding that particular product to the quotation/sale order without navigating back to the quotation. The salesman can simply add multiple products to the opened quotation with or without changing their price or the quantity. It also shows the previous sales history of the selected product via choosing the from date of the sale history and sequence limit on the fly. The module thus helps in saving the time of your sales team and the customer.

Features

Add Multiple Products to Quotation Pro

You need the module Add Multiple Products to Quotation in order to use this module

A smart button in sale quotation form view to select multiple products directly to the quotation

Displays every product in Kanban, List and Form view

Two buttons enabling the adding of product directly to quotation or via changing price and quantity

Provisions to add product details like price, quantity etc from the product menu itself

Displays sales history of the selected product in the wizard window

Option to change sales history date and sequence on the fly

Selection of multiple products at a time

Reducing the time and improving efficiency

Screenshots

Add Products

A smart button named "Add Products" will appear in sales quotation form

Kanban View of the Products

Once the salesman clicks on the button, a kanban view of the products will be displayed.There are two options in the kanban view. Press Add to Quotation to add the product directly to the quotation with one quantity and default price. Press Change Quantity to add the product to the quotation via changing price and quantity. A wizard window will appear in the screen to change price and quantity.

Previous Sales History

The wizard window also shows the previous sales history of the selected product. You can choose the from date of the previous sales history. You can decide how many rows (sequence) of sales history should be shown.

Add the Product to the Quotation

You get the same feature in the list (tree) view also. A plus icon to add the product directly to the quotation with one quantity and default price. A list icon to add the product to the quotation via changing price and quantity. A wizard window will appear in the screen to change price and quantity.

Add to Quotation

Once the salesman clicks on a product, a form view of that product will be displayed. Press the button "Add to Quotation" to add the product directly to the quotation. Press the list icon to add the product to the quotation by changing price and quantity.

Opened Quotation

Selected products will be inserted to the order line of opened quotation.

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