Odoo 17’s Sale Order Enhancement: How to Add Products from Catalog View Effortlessly?

In the ever-evolving landscape of ERP systems, Odoo 17 emerges as a beacon of efficiency and productivity. 

This latest version is a game-changer, especially for sales teams, with its enhanced product selection experience in sales orders. 

The frustration of navigating through cumbersome product lists and the risk of manual entry errors are now things of the past. Odoo 17 introduces a seamless, intuitive way to add products directly from the catalog view, revolutionizing the sales order process.

ENHANCING SALES ORDER EFFICIENCY IN Odoo 17

The New Catalog View

Odoo 17 introduces a revamped catalog view, making the process of adding products to sales orders more streamlined than ever. This user-friendly interface allows for quick browsing and selection of products, significantly reducing the time spent on order processing.

INTEGRATED CATALOG ACCESS

1) Seamless Integration with Sales Module

The enhanced catalog view in Odoo 17 is seamlessly integrated into the sales module. This means when creating a sales order, the product catalog is readily accessible in the same interface, eliminating the need to toggle between different screens or modules.

2) User-Friendly Interface for Efficient Navigation

The design of the catalog view prioritizes user experience, with a clean, intuitive layout that makes navigating through product categories and selections straightforward and efficient.

Efficient Product Search

1) Advanced Search and Filter Options

Odoo 17’s catalog view comes equipped with advanced search capabilities, allowing users to quickly locate products using specific filters, categories, or keywords. This feature significantly reduces the time spent in finding the right product for each order.

2) Real-Time Search Results

As users type in the search bar or apply filters, the catalog view dynamically updates the product list, offering real-time search results. This instant feedback ensures that users can refine their search on-the-fly for more accurate and faster product selection.

One-Click Product Addition

1) Simplified Addition to Sales Orders

Adding products to a sales order in Odoo 17 is now a matter of a single click. This streamlined process not only enhances speed but also reduces the likelihood of human error, ensuring that the correct product is added to the order every time.

2) Immediate Visualization of Added Products

Once a product is selected, it immediately appears in the sales order list. This instant visualization allows users to quickly confirm that the correct items have been added, providing a clear overview of the order as it’s being built.

Direct Quantity Adjustment

1) Effortless Quantity Modification

In the enhanced catalog view, adjusting the quantity of a product is straightforward. Users can modify quantities directly within the catalog, eliminating the need to navigate to a separate screen or enter into detailed product settings.

2) Real-Time Order Update

As quantities are adjusted, the sales order is updated in real time. This feature ensures that users have an up-to-date view of the order, helping to manage inventory levels accurately and avoid potential overselling or stock issues.

These enhancements in Odoo 17’s catalog view significantly streamline the process of creating sales orders, making it more efficient and user-friendly. By reducing the time and effort required to add and adjust products, businesses can focus more on customer service and other critical aspects of their operations.

TRANSFORMING SALES WITH Odoo 17

Odoo 17’s catalog view enhancement is more than just a feature upgrade; it’s a transformation in how sales teams operate. With product images, detailed descriptions and easy access to product variants and bundles, identifying and selecting the right products becomes effortless.

How does your Business Benefit?

• Reduced Time and Errors : The intuitive interface minimizes the time spent on searching for products and reduces the likelihood of errors in order entries.

• Enhanced Productivity : Sales teams can now add products to orders quickly, freeing up more time for customer engagement and other critical tasks.
• Accurate Order Processing : With clear product images and descriptions, the risk of misidentification is significantly lowered, leading to more accurate order processing.

At Pragmatic Techsoft, we are not just Odoo experts; we are enthusiasts passionate about leveraging its capabilities to transform businesses. Our experience in migrating countless businesses to Odoo 17 has given us deep insights into the practical benefits of its features. We guide businesses through every step of their Odoo journey, from initial implementation to ongoing customization and support.

Odoo 17 is not just an update; it’s a significant leap forward in ERP technology, especially in sales order processing. 

Stay tuned to our website and blogs for more insights on unlocking the full potential of Odoo 17 and how it can revolutionize your business processes.

Ready to elevate your sales game with Odoo 17?

 Contact Pragmatic Techsoft today, and let’s transform your sales process with our customized Odoo solutions. Experience the power of a smoother, more efficient sales operation with the expertise of Pragmatic Techsoft.