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How Does Odoo 17 Streamline the Task of Automating Product Addition in Sale Orders?

Adding products to sale orders has always been a task demanding meticulous attention and time, especially in systems with a broad product spectrum. However, the debut of Odoo 17 revolutionizes this crucial aspect of sales operations. 

This latest version brings a host of automation features to the table, transforming a once manual task into a seamless, automated process. This innovation not only saves valuable time but also significantly reduces the chance for errors, a win-win for businesses striving for efficiency and accuracy. 

In this engaging read, we will walk through the key features Odoo 17 unveils, demonstrate how to harness these features to automate product addition in sale orders, and share insightful tips to maximize the benefits. As we delve into the Odoo 17’s automation prowess, discover how it can be a game-changer in managing your sales orders.

ODOO 17’S NEW PRODUCT AUTOMATION FEATURES

1) PRODUCT VARIANTS
Create different versions of a product like sizes, colors, or materials without having to create a separate product for each variant. This feature simplifies adding products to sale orders, saving time and ensuring accuracy.

2) PRODUCT KITS
Group multiple products together and sell them as a single unit. This is ideal for products typically sold together, like a computer with its accessories, facilitating a simplified sale order process.

3) PRODUCT RULES
Set rules to automatically add products to sale orders based on certain conditions, for instance, adding a complementary product when a specific quantity of another product is selected by the customer.

HOW TO UTILIZE ODOO 17’S PRODUCT AUTOMATION FEATURES

  • Navigate to Products > Products.
  • Select the product(s) you wish to automate.
  • Click on the Automate tab.
  • Choose the type of automation – product variants, product kits, or product rules.
  • Configure the automation settings as per your needs.
  • Hit the Save button to apply the settings.

TIPS FOR MAXIMIZING BENEFITS 

  • Leverage product variants to save time when adding products to sale orders.
  • Utilize product kits to sell related products together, enhancing customer satisfaction.
  • Employ product rules to automate the process based on predefined conditions, ensuring a smooth, error-free addition of products to sale orders.

Transitioning to a newer version like Odoo 17 is a wise move and Pragmatic Techsoft is a trusted ally for this migration. 

With a rich history of successful Odoo migrations, we navigate the challenges seamlessly, ensuring a smooth transition. Our experienced team doesn’t stop at just migrating; we extend our support in helping you automate your product addition process using Odoo 17’s innovative features. The benefits are manifold – time-saving, error reduction, efficiency improvement and potentially, a boost in sales.

Examples :

  • For a client in the electronics retail sector, we automated their product addition process by creating product variants, product kits, and product rules, making their sales order process more efficient and less time-consuming.
  • A clothing retailer client benefitted from our expertise in creating product variants and rules that automatically add complementary items to the sale order, enhancing their sales process.

Odoo 17’s product automation features are a significant stride towards simplifying the sales process. By adopting these features, businesses can not only save time but also enhance accuracy in their sales orders. 

Stay tuned to our website and blogs for more insights on Odoo 17 and learn how Pragmatic Techsoft can help you in this journey towards sales process optimization.

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