| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1003 |
| Technical Name |
atliis_sale_auto_product_rules |
| License | OPL-1 |
| Website | https://www.atliis.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1003 |
| Technical Name |
atliis_sale_auto_product_rules |
| License | OPL-1 |
| Website | https://www.atliis.com/ |
Auto Add Products by Sales Rules & CSV Import
Build complete quotations in seconds — not minutes.
Define domain-based Sales Rules that automatically insert service charges and parts whenever matching products are in the order. Or upload a customer equipment list as a CSV and push matched products to the order in one click. Both features work together on every Odoo quotation.
Stop building quotations line by line
Whether you sell products that always come with services and parts, or receive customer equipment lists as spreadsheets, this module eliminates repetitive manual line entry on every quotation.
Domain-Based Rules
Filter order lines by product category, type, attribute, or any custom field. When matched, services and parts are inserted automatically.
Quantity Formulas
Calculate added quantities using Multiply, Divide, Add, Subtract, or a fixed value — configured individually per rule line.
CSV / BOM Import
Upload a 3-column CSV (Reference, Product Name, Quantity). Products are matched automatically and pushed to order lines in one click.
Template Integration
Link Sales Rules to Quotation Templates. The correct rule set loads automatically every time a template is applied to an order.
Sales Rules — auto-add services & parts
Define once under Sales → Sales Rules. Click ✨ Apply Rules on any quotation.
-
1
Define the rule
Set a domain filter (e.g. Product Category = Furniture) and configure service & parts lines with quantity formulas. -
2
Link to a template
Attach the rule to a Quotation Template so it pre-loads automatically every time that template is applied. -
3
Click Apply Rules
Matching products in the order trigger the rule. Service and parts lines are inserted with calculated quantities instantly.
CSV Import — upload a BOM or equipment list
Customers send you a spreadsheet. Upload it to the CSV Import tab and push matched products to the order in one click.
-
1
Upload CSV
Three columns: Reference number, Product Name, Quantity. Matched by reference first, then by name as fallback. -
2
Review matches
Green Matched badge confirms the product was found. Amber Not Matched rows stay visible for manual product selection. -
3
Add to Order
All matched lines are pushed into the Order Lines tab under the CV RAW section with correct quantities.
Setup and daily workflow
Follow these six steps to configure Sales Rules, link them to Quotation Templates, and use both automation features on quotations.
Assign access rights
Go to Settings → Users & Companies → Users. Open a user record and set Sales Rules → Administrator for managers who create and edit rules, or Sales Rules → User for staff who only apply them and use CSV Import on quotations.
Create a Sales Rule
Open Sales → Sales Rules → New. Enter a Rule Name and configure the Domain Filter using the visual builder to target products already in the order (e.g. Product Category = Desks). Then add Service and/or Parts lines with the appropriate formula and factor value.
Formula options: Multiply (matched qty × factor), Divide (matched qty ÷ factor), Add (matched qty + factor), Subtract (matched qty − factor), or None (fixed quantity regardless of matched qty).
Link rules to a Quotation Template
Open a Quotation Template and go to the Sales Rules tab. Add one or more rules. When a salesperson selects this template on a quotation, the linked rules are pre-loaded automatically into the quotation's Sales Rules tab — ready to apply in one click.
Apply Rules to a quotation
Open a quotation, add the main products, then click ✨ Apply Rules in the header. Rules whose domain matches products in the order fire automatically. Calculated service and parts lines are inserted under the "Sales Rules (Products and Services)" section.
Re-applying is safe — rule lines are recalculated and quantities you have manually adjusted are preserved. If no products match any rule, a clear warning is shown and no empty section is created.
Upload a CSV and import products
On the quotation, open the CSV Import tab and click Upload CSV. Use the three-column format (Reference number, Product Name, Quantity). Products are matched automatically by internal reference, or by name if no reference is found.
Matched rows show a green Matched badge. Unmatched rows stay visible — assign a product manually and click Add to Order again. Summary totals (Matched, Not Matched, Total Qty) appear below the list.
Add to Order and review the quotation
Click Add to Order to push all matched lines into the CV RAW section of the Order Lines tab. Both the CSV import lines and the Sales Rules section are clearly labelled for full auditability. The quotation is ready to send.
Up and running in four steps
No external services or API keys required. Installs like any standard Odoo module.
1. Install the module
Copy atliis_sale_auto_product_rules into your
addons path, update the app list, and install.
2. Assign access
Give managers Sales Rules → Administrator and sales staff Sales Rules → User.
3. Create rules
Open Sales → Sales Rules and create rules with domain filters and service/parts lines.
4. Use on quotations
Click ✨ Apply Rules or open the CSV Import tab on any quotation.
Common questions
What does the Domain Filter match against?
The domain is evaluated against product.product records.
If any product currently in the order matches the domain, the rule
fires and inserts the configured service and parts lines with
calculated quantities.
Can I apply rules multiple times without creating duplicates?
Yes. Clicking Apply Rules again recalculates all rule-generated lines cleanly. Quantities you have manually changed are preserved — only lines not yet touched are updated.
What CSV format is required?
Three columns: Reference number (product internal reference), Product Name (used as name-based fallback if reference not found), and Quantity. Download the sample template from the Upload CSV wizard.
Can I use multiple rules on one quotation?
Yes. Add as many rules as needed on the Sales Rules tab of the quotation or Quotation Template. All linked rules are evaluated in one click.
What happens if no products in the order match a rule?
A warning notification is shown: "None of the Sales Rules matched any products in this order." No empty section header is created. Check the Domain Filter on the rule to confirm it targets the right products.
Can I rename the auto-inserted section headers?
Yes. The sections are identified by an internal marker flag, not their display name. Rename them freely in the quotation — Apply Rules and Add to Order will still find the correct section on the next run.
Is multi-company supported?
Yes. Each Sales Rule is scoped to a company. Users only see rules belonging to their active company.
Get in touch with us
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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